Uw Jean Mauze Charitable Trust

DALLAS, TX EIN: 13-6690071

Education Health In-patient medical care Hospital care

Uw Jean Mauze Charitable Trust is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 2 grants totaling $587K. Net investment income was $579K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.5M

-1.6% YoY

Annual Giving

$587K

+39.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$293K

+39.1% YoY

Under IRS private-foundation payout rules, Uw Jean Mauze Charitable Trust reported a distributable amount of $660K for 2024 — the minimum it must pay out in qualifying distributions.

About Uw Jean Mauze Charitable Trust

Based on IRS filings

Focus Areas

Education Health In-patient medical care Hospital care

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $1.5M (50%)

New York $1.5M (50%)

States

North Carolina New York

Cities

DavidsonNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,527,166	$3,585,828	$3,805,787
Revenue	$658,444	$320,839	$428,202
Expenses	$718,066	$539,279	$868,563
Qualifying Distributions	$637,106	$464,798	$799,586
Net Investment Income	$579,471	$252,909	$362,808
Distributable Amount	$660,086	$569,709	$569,557

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include New York-presbyterian Foundation Inc ($293,313), Davidson College ($293,313).

Recipient	Purpose	Amount
NEW YORK-PRESBYTERIAN FOUNDATION INC NEW YORK, NY	OPERATIONAL & EDUCATIONAL	$293,313
DAVIDSON COLLEGE DAVIDSON, NC	OPERATIONAL & EDUCATIONAL	$293,313

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	$123,075

Subject Areas

Focus areas based on grantmaking activity

Education Health In-patient medical care Hospital care

Frequently Asked Questions

What is Uw Jean Mauze Charitable Trust?

Uw Jean Mauze Charitable Trust is a private foundation focused on Education, based in DALLAS, TX. It holds $3.5M in total assets as of 2024.

How large is Uw Jean Mauze Charitable Trust?

As of 2024, Uw Jean Mauze Charitable Trust holds $3.5M in total assets with $658K in annual revenue. It awarded 2 grants totaling $587K in 2024.

Where does Uw Jean Mauze Charitable Trust operate?

Uw Jean Mauze Charitable Trust has awarded grants in North Carolina, New York.

What size grants does Uw Jean Mauze Charitable Trust award?

In 2024, Uw Jean Mauze Charitable Trust awarded 2 grants totaling $587K — an average of about $293K per grant, based on its IRS Form 990 filings.

How much is Uw Jean Mauze Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Uw Jean Mauze Charitable Trust reported a distributable amount of $660K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Uw Jean Mauze Charitable Trust's EIN?

Uw Jean Mauze Charitable Trust's EIN (Employer Identification Number) is 13-6690071. IRS Form 990 filing data is available on this page for 2020–2024.