Uw C Isham Appt L Isham Residuary

DALLAS, TX EIN: 13-6372804

Uw C Isham Appt L Isham Residuary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 3 grants totaling $255K. Net investment income was $144K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.2M

-2.3% YoY

Annual Giving

$255K

+13.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$85K

+13.1% YoY

Under IRS private-foundation payout rules, Uw C Isham Appt L Isham Residuary reported a distributable amount of $297K for 2024 — the minimum it must pay out in qualifying distributions.

About Uw C Isham Appt L Isham Residuary

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Uw C Isham Appt L Isham Residuary?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $406K (33%)

New York $406K (33%)

Georgia $328K (27%)

Oklahoma $78K (6%)

States

District of Columbia Georgia New York Oklahoma

Cities

AtlantaNew YorkOklahoma CityWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,242,570	$5,364,045	$5,477,671
Revenue	$214,013	$180,648	$498,962
Expenses	$335,411	$294,544	$358,885
Qualifying Distributions	$286,613	$252,113	$294,687
Net Investment Income	$144,039	$124,519	$76,287
Distributable Amount	$296,763	$275,575	$272,229

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Salvation Army ($84,954), American Cancer Society Inc ($84,954), American National Red Cross ($84,954).

Recipient	Purpose	Amount
SALVATION ARMY NEW YORK, NY	UNRESTRICTED GENERAL	$84,954
AMERICAN CANCER SOCIETY INC ATLANTA, GA	UNRESTRICTED GENERAL	$84,954
AMERICAN NATIONAL RED CROSS WASHINGTON, DC	UNRESTRICTED GENERAL	$84,954

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$71,224

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Uw C Isham Appt L Isham Residuary?

Uw C Isham Appt L Isham Residuary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $5.2M in total assets as of 2024.

How large is Uw C Isham Appt L Isham Residuary?

As of 2024, Uw C Isham Appt L Isham Residuary holds $5.2M in total assets with $214K in annual revenue. It awarded 3 grants totaling $255K in 2024.

Where does Uw C Isham Appt L Isham Residuary operate?

Uw C Isham Appt L Isham Residuary has awarded grants in District of Columbia, Georgia, New York, Oklahoma.

What size grants does Uw C Isham Appt L Isham Residuary award?

In 2024, Uw C Isham Appt L Isham Residuary awarded 3 grants totaling $255K — an average of about $85K per grant, based on its IRS Form 990 filings.

How much is Uw C Isham Appt L Isham Residuary required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Uw C Isham Appt L Isham Residuary reported a distributable amount of $297K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Uw C Isham Appt L Isham Residuary's EIN?

Uw C Isham Appt L Isham Residuary's EIN (Employer Identification Number) is 13-6372804. IRS Form 990 filing data is available on this page for 2020–2024.