UW Harold S Geneen Charitable Trust is a private grantmaking foundation based in Dallas, Texas. Established in 1999, the trust operates as a 501(c)(3) organization dedicated to philanthropic giving across multiple sectors including education, health care, and scientific research.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$33.5M
-3.2% YoY
Annual Giving
$2.1M
-0.6% YoY
Grant Count
16
+14.3% YoY
Avg Grant Size
$134K
-13.0% YoY
Under IRS private-foundation payout rules, Uw Harold S Geneen Charitable Tr reported a distributable amount of $2.5M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust supports research and educational initiatives with a particular emphasis on:
Coronary Heart Disease Research: The Harold S. Geneen Charitable Trust Awards Program for Coronary Heart Disease Research supports basic and translational scientific research focused on the prevention of coronary heart disease, circulatory failure prevention, and improving patient care. Clinical studies are currently ineligible.
Education: Funding for educational institutions and programs, including scholarships for students focused on responsible corporate governance.
Science and Health Care: Support for scientific research and health-related initiatives.
The trust prioritizes support for smaller and mid-sized institutions rather than major universities or medical complexes with demonstrated capacity to raise funds independently.
Grantmaking
The trust operates on an invite-only basis and does not accept unsolicited applications.
Grant Range
$26,000
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Geographic Focus
Where this funder awards grants
The trust's grantmaking focuses primarily on institutions in New York, Massachusetts, and Virginia, though it also supports programs at institutions in other states including Wyoming and Minnesota.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024
- Total assets: $33.5 million
- Total revenue: $1.38 million
- Total expenses: $2.52 million
- Total liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $33,510,820 | $34,634,688 | $35,063,536 |
| Revenue | $1,383,070 | $2,103,174 | $2,568,444 |
| Expenses | $2,518,603 | $2,509,849 | $2,783,877 |
| Qualifying Distributions | $2,342,821 | $2,293,779 | $2,599,946 |
| Net Investment Income | $1,229,302 | $1,890,939 | $2,415,374 |
| Distributable Amount | $2,515,913 | $2,295,871 | $2,344,572 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Health Resources in Action Inc ($750,000), Claremont Mckenna College ($145,000), Oberlin College ($140,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COLBY COLLEGE WATERVILLE, ME | SCHOLARSHIPS | $60,000 |
| NORTHEASTERN UNIVERSITY BOSTON, MA | SCHOLARSHIPS | $105,000 |
| BABSON COLLEGE BABSON PARK, MA | SCHOLARSHIPS | $105,000 |
| HEALTH RESOURCES IN ACTION INC BOSTON, MA | UNRESTRICTED GENERAL | $750,000 |
| QUINNIPIAC UNIVERSITY HAMDEN, CT | SCHOLARSHIPS | $105,000 |
| HOFSTRA UNIVERSITY HEMPSTEAD, NY | SCHOLARSHIPS | $90,000 |
| FORDHAM UNIVERSITY SCHOOL OF LAW NEW YORK, NY | SCHOLARSHIPS | $63,278 |
| ONE TO WORLD INC NEW YORK, NY | UNRESTRICTED GENERAL | $26,000 |
| BARUCH COLLEGE FUND NEW YORK, NY | SCHOLARSHIPS | $93,410 |
| LEHIGH UNIVERSITY BETHLEHEM, PA | SCHOLARSHIPS | $105,000 |
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 | $217,335 |
| ALLEN KEESEE | TRUSTEE | 81 | $41,420 |
| THOMAS SILBIGER | TRUSTEE | 81 | $41,420 |
Recent News & Activity
Recent developments and announcements
The trust has supported various educational and research initiatives:
**Macalester College**: Awarded scholarships to students focused on responsible corporate governance (2021)
Two Macalester students awarded the Harold S. Geneen Charitable Trust Scholarship**University of Wyoming**: Supported endowed faculty positions and graduate student opportunities in zoology and physiology
Harold Perry | Endowed Faculty Chair**Heart Research Institute**: Administers the Harold S. Geneen Charitable Trust Awards Program for Coronary Heart Disease Research, with annual application cycles and award recipients spanning 2021-2025
Two Macalester students awarded the Harold S. Geneen Charitable Trust ScholarshipSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Uw Harold S Geneen Charitable Tr fund?
The trust supports research and educational initiatives with a particular emphasis on: • **Coronary Heart Disease Research**: The Harold S. Geneen Charitable Trust Awards Program for Coronary Heart Disease Research supports basic and translational scientific research focused on the prevention of coronary heart disease, circulatory failure prevention, and improving patient care. Clinical studies are currently ineligible. • **Education**: Funding for educational institutions and programs, includi…
How do I apply for a grant from Uw Harold S Geneen Charitable Tr?
**Grant Activity (2024)** • Total giving: $786,000 • Number of grants: 3 • Median grant size: $26,000 • Grant range: $10,000–$750,000 **Historical Giving Trends** • 2023: $781,000 across 2 grants (median $390,000) • 2022: $2.5 million across 16 grants (median $128,000) **Application Policy** The trust operates on an invite-only basis and does not accept unsolicited applications. **Giving Rate** Approximately 2.3% of assets annually.
Where does Uw Harold S Geneen Charitable Tr make grants?
The trust's grantmaking focuses primarily on institutions in New York, Massachusetts, and Virginia, though it also supports programs at institutions in other states including Wyoming and Minnesota.
What size grants does Uw Harold S Geneen Charitable Tr award?
In 2024, Uw Harold S Geneen Charitable Tr awarded 16 grants totaling $2.1M — an average of about $134K per grant, based on its IRS Form 990 filings.
How much is Uw Harold S Geneen Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Uw Harold S Geneen Charitable Tr reported a distributable amount of $2.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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