Uw Harold S Geneen Charitable Tr
UW Harold S Geneen Charitable Trust is a private foundation based in Dallas, Texas. Its 2025 grants included scholarship support for colleges and universities and an unrestricted general grant to a health-focused organization.
Uw Harold S Geneen Charitable Tr at a glance
In short: Uw Harold S Geneen Charitable Tr gave $2.3M across 16 grants in 2025 (avg $143K), top state Massachusetts. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,288,438
- +7.1% vs 2024
- Grants made (2025)
- 16
- +0.0% vs 2024
- Average grant
- $143,027
- +7.1% vs 2024
- Median grant
- $140,000
- Total assets
- $33,505,937
- -0.0% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 16, 2025; small sample)
- Primary geography
- Massachusetts (42% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Uw Harold S Geneen Charitable Tr
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Uw Harold S Geneen Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Health Resources in Action Inc ($691K). Together the top 10 received $1.9M.
Grant Size Distribution
78 grants across all recorded years
The most common grant size was in the $100–250K range: 44 grants of 78 (56%).
Geographic Focus
Where this funder awards grants
In 2025, Massachusetts received 42% of grant dollars, followed by New York at 14%; California, Connecticut, and Pennsylvania each received 6%. Grants also went to organizations in other states, including Colorado, Minnesota, Ohio, and the District of Columbia.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
Is Uw Harold S Geneen Charitable Tr open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 16 grantees (0%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.9M (2020) to $2.5M (2022). In 2025 it made 16 grants totaling $2.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Health Resources in Action Inc Boston, MA | Unrestricted General | $691,078 |
| Claremont McKenna College Claremont, CA | Scholarships | $145,000 |
| Northeastern University Boston, MA | Scholarships | $140,000 |
| Babson College Babson Park, MA | Scholarships | $140,000 |
| Quinnipiac University Hamden, CT | Scholarships | $140,000 |
| Lehigh University Bethlehem, PA | Scholarships | $140,000 |
| Oberlin College Oberlin, OH | Scholarships | $140,000 |
| American University Washington, DC | Scholarships | $140,000 |
| Colorado College Colorado Springs, CO | Scholarships | $140,000 |
| Hofstra University Hempstead, NY | Scholarships | $120,000 |
Ready to take the next step with Uw Harold S Geneen Charitable Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $33,505,937 | $2,674,371 | $2,668,923 | $2,288,438 | 16 | $2,415,329 | $2,437,217 | $2,628,815 |
| 2024 | $33,510,820 | $1,383,070 | $2,518,603 | $2,137,688 | 16 | $2,342,821 | $1,229,302 | $2,515,913 |
| 2023 | $34,634,688 | $2,103,174 | $2,509,849 | $2,150,920 | 14 | $2,293,779 | $1,890,939 | $2,295,871 |
| 2022 | $35,063,536 | $2,568,444 | $2,783,877 | $2,451,350 | 16 | $2,599,946 | $2,415,374 | $2,344,572 |
| 2021 | $35,292,871 | $4,115,718 | $2,359,804 | $1,988,430 | 16 | $2,106,502 | $3,921,119 | $2,519,745 |
| 2020 | $33,513,132 | $2,523,338 | $2,216,114 | $1,904,156 | 15 | — | $1,219,182 | $2,121,089 |
Under IRS private-foundation payout rules, Uw Harold S Geneen Charitable Tr reported a distributable amount of $2.6M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state the trust’s own mission. Its 2025 grants show support for scholarships at educational institutions and for a health organization. Health Resources in Action describes its mission as partnering with individuals, organizations, and communities to transform practices, policies, and systems that improve health and advance equity. Babson College says it educates entrepreneurial leaders who impact communities, and Oberlin College describes its work as preparing students for intellectual, musical, and artistic rigor, inquiry, creativity, and leadership.
Grantmaking
In 2025, the trust awarded 16 grants totaling $2,288,438. Grant amounts ranged from $15,000 to $691,078, with a median of $140,000. The largest grant was $691,078 to Health Resources in Action for unrestricted general support. Other notable grants included $145,000 to Claremont McKenna College for scholarships; $140,000 each to Northeastern University, Babson College, Quinnipiac University, Lehigh University, Oberlin College, American University, and Colorado College for scholarships; $120,000 to Hofstra University for scholarships; $93,140 to Baruch College Fund for scholarships; and $80,000 to Macalester College for scholarships.
The trust awarded 16 grants totaling $2,137,688 in 2024 and 14 grants totaling $2,150,920 in 2023.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America, Allen Keesee, and Thomas Silbiger as trustees.
Uw Harold S Geneen Charitable Tr's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Allen Keesee
Trustee
On filings since 2020
81 hrs/week
$28K (2021) → $42K (2025)
Thomas Silbiger
Trustee
On filings since 2020
81 hrs/week
$28K (2021) → $42K (2025)
Bank Of America
Trustee
On filings since 2021
1 hr/week
$213K (2021) → $229K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $229K, to Bank of America (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Uw Harold S Geneen Charitable Tr
How much does Uw Harold S Geneen Charitable Tr give each year?
Uw Harold S Geneen Charitable Tr gave $2.3M across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.1M across 16 grants.
What is Uw Harold S Geneen Charitable Tr's typical grant size?
Uw Harold S Geneen Charitable Tr's median grant in 2025 was $140,000, and its average grant was $143,027, across 16 grants on its 2025 IRS Form 990-PF.
Where does Uw Harold S Geneen Charitable Tr give grants?
Uw Harold S Geneen Charitable Tr's top state is Massachusetts, with 42% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (14%) and California (6%). The most frequent recipient cities were New York, NY (3 grants) and Boston, MA (2 grants).
Does Uw Harold S Geneen Charitable Tr give general operating support?
Yes: 19% of Uw Harold S Geneen Charitable Tr's 2025 grants with a stated purpose (3 of 16) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarships" (13 grants).
Who are Uw Harold S Geneen Charitable Tr's largest grantees?
Uw Harold S Geneen Charitable Tr's largest 2025 grantees include Health Resources in Action Inc ($691,078), Claremont McKenna College ($145,000) and Northeastern University ($140,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Uw Harold S Geneen Charitable Tr?
Uw Harold S Geneen Charitable Tr reported $33.5M in total assets on its 2025 IRS Form 990-PF. It paid out $2.4M in qualifying distributions that year, against a required minimum of $2.6M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Uw Harold S Geneen Charitable Tr fund?
The available information does not state the trust’s own mission. Its 2025 grants show support for scholarships at educational institutions and for a health organization. See mission & focus areas ↑
How do I apply for a grant from Uw Harold S Geneen Charitable Tr?
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Uw Harold S Geneen Charitable Tr's EIN?
Uw Harold S Geneen Charitable Tr's EIN (Employer Identification Number) is 13-7163001. IRS Form 990 filing data is available on this page for 2020–2025.
Does Uw Harold S Geneen Charitable Tr accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Uw Harold S Geneen Charitable Tr funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/uw-harold-s-geneen-charitable-tr-morg_9c65cce334a944aea496b81189b99ac3
BibTeX
@misc{grantable_137163001_2026,
author = {{Grantable}},
title = {{Uw Harold S Geneen Charitable Tr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/uw-harold-s-geneen-charitable-tr-morg_9c65cce334a944aea496b81189b99ac3},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Uw Harold S Geneen Charitable Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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