Uw McCurdy Article 2ND Char Tr

Foundation · Grantmaker Dallas, TX EIN: 13-6216017

Uw McCurdy Article 2ND Char Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.4M in total assets. In 2024, it awarded 6 grants totaling $1.2M. Net investment income was $2.4M.

Key facts about Uw McCurdy Article 2ND Char Tr

EIN
13-6216017
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,196,718
Grants made (2024)
6
Average grant
$199,453
Median grant
$199,453
Total assets
$23,396,480
Primary geography
New York (50% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Uw McCurdy Article 2ND Char Tr funds

By grant dollars, the top recipient states for Uw McCurdy Article 2ND Char Tr's 6 itemized 2024 grants were New York (50%), Tennessee (33%) and Connecticut (17%). The most frequent recipient cities were New York, NY (3 grants). 33% of grants with a stated purpose were for general or operating support.

How Uw McCurdy Article 2ND Char Tr gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$23.4M

+4.1% YoY

Annual Giving

$1.2M

+9.0% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$199K

+9.0% YoY

Under IRS private-foundation payout rules, Uw McCurdy Article 2ND Char Tr reported a distributable amount of $1.4M for 2024 — the minimum it must pay out in qualifying distributions.

About Uw McCurdy Article 2ND Char Tr

Based on IRS filings

Uw McCurdy Article 2ND Char Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.4M in total assets. In 2024, it awarded 6 grants totaling $1.2M. Net investment income was $2.4M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 6 itemized 2024 grant dollars.

Cities

New YorkNashvilleNew HavenSewanee

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$6M20202021202220232024
Metric202420232022
Total Assets$23,396,480$22,474,289$23,227,748
Revenue$2,356,597$509,652$-626,529
Expenses$1,460,013$1,314,458$1,646,620
Qualifying Distributions$1,279,072$1,169,918$1,501,158
Net Investment Income$2,394,129$457,166$535,256
Distributable Amount$1,366,819$1,259,592$1,319,500

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$358K$715K$1M$1M6 grants20206 grants20216 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Yale University: $199KYale University$199KEye Bank for Sight Restoration Inc: $199KEye Bank for Sight RestorationInc$199KSaint Luke's-Roosevelt Hospital Center: $199KSaint Luke's-RooseveltHospital Center$199KSaint James Episcopal Church: $199KSaint James Episcopal Church$199KUniversity of the South: $199KUniversity of the South$199KChrist Episcopal Church: $199KChrist Episcopal Church$199K

Grant Size Distribution

30 grants across all recorded years

<$50K$50–100K30$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Yale University ($199,453), Eye Bank for Sight Restoration Inc ($199,453), Saint Luke's-Roosevelt Hospital Center ($199,453).

RecipientPurposeAmount
YALE UNIVERSITY New Haven, CTUNRESTRICTED GENERAL$199,453
EYE BANK FOR SIGHT RESTORATION INC New York, NYRESEARCH & DEVELOPMENT$199,453
SAINT LUKE'S-ROOSEVELT HOSPITAL CENTER New York, NYRESEARCH & DEVELOPMENT$199,453
SAINT JAMES EPISCOPAL CHURCH New York, NYCHURCH MAINTENANCE$199,453
UNIVERSITY OF THE SOUTH Sewanee, TNUNRESTRICTED GENERAL$199,453
CHRIST EPISCOPAL CHURCH Nashville, TNCHURCH MAINTENANCE$199,453

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Bank of America — Trustee: $203KBank of AmericaTrustee$203K

From 2024 IRS filing

NameTitleHoursCompensation
Bank of AmericaTrustee40$202,760

Frequently Asked Questions

How large is Uw McCurdy Article 2ND Char Tr?

As of 2024, Uw McCurdy Article 2ND Char Tr holds $23.4M in total assets with $2.4M in annual revenue. It awarded 6 grants totaling $1.2M in 2024.

Where does Uw McCurdy Article 2ND Char Tr operate?

Uw McCurdy Article 2ND Char Tr has awarded grants in Connecticut, New York, Tennessee.

What size grants does Uw McCurdy Article 2ND Char Tr award?

In 2024, Uw McCurdy Article 2ND Char Tr awarded 6 grants totaling $1.2M — an average of about $199K per grant, based on its IRS Form 990 filings.

How much is Uw McCurdy Article 2ND Char Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Uw McCurdy Article 2ND Char Tr reported a distributable amount of $1.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Uw McCurdy Article 2ND Char Tr's EIN?

Uw McCurdy Article 2ND Char Tr's EIN (Employer Identification Number) is 13-6216017. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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