Uw Mccurdy Article 2nd Char Tr

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.

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $3.1M (50%)

Tennessee $2.0M (33%)

Connecticut $1.0M (17%)

States

Connecticut New York Tennessee

Cities

NashvilleNew HavenNew YorkSewanee

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

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

Recipient	Purpose	Amount
YALE UNIVERSITY NEW HAVEN, CT	UNRESTRICTED GENERAL	$199,453
EYE BANK FOR SIGHT RESTORATION INC NEW YORK, NY	RESEARCH & DEVELOPMENT	$199,453
SAINT LUKE'S-ROOSEVELT HOSPITAL CENTER NEW YORK, NY	RESEARCH & DEVELOPMENT	$199,453
SAINT JAMES EPISCOPAL CHURCH NEW YORK, NY	CHURCH MAINTENANCE	$199,453
UNIVERSITY OF THE SOUTH SEWANEE, TN	UNRESTRICTED GENERAL	$199,453
CHRIST EPISCOPAL CHURCH NASHVILLE, TN	CHURCH MAINTENANCE	$199,453

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	40	$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.