Uw SG Welsh Char Trust
Uw SG Welsh Char 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 $15.7M in total assets. In 2024, it awarded 2 grants totaling $887K. Net investment income was $1.5M.
Uw SG Welsh Char Trust at a glance
In short: Uw SG Welsh Char Trust gave $887K across 2 grants in 2024 (avg $443K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $886,568
- +9.8% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $443,284
- +9.8% vs 2023
- Median grant
- $443,284
- Total assets
- $15,721,806
- +2.9% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Uw SG Welsh Char Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Harvard University ($443K). Together the top 2 received $887K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $250–500K range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Uw SG Welsh Char Trust gives
- Giving held roughly steady from 2021 to 2024 (−5%). Method
- In 2024 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $807K (2023) to $998K (2022). In 2024 it made 2 grants totaling $887K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harvard University Cambridge, MA | Unrestricted General | $443,284 |
| Tabor Academy Marion, MA | Unrestricted General | $443,284 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $15,721,806 | $1,499,199 | $1,075,877 | $886,568 | 2 | $945,831 | $1,453,507 | $902,628 |
| 2023 | $15,277,741 | $301,103 | $961,472 | $807,320 | 2 | $859,533 | $280,839 | $830,850 |
| 2022 | $15,897,389 | $-475,184 | $1,192,721 | $997,852 | 2 | $1,049,412 | $308,466 | $872,736 |
| 2021 | $17,122,084 | $3,179,672 | $1,101,529 | $928,550 | 2 | $983,882 | $3,701,010 | $931,410 |
| 2020 | $14,895,745 | $838,945 | $985,872 | $839,054 | 2 | — | $871,686 | $797,355 |
Under IRS private-foundation payout rules, Uw SG Welsh Char Trust reported a distributable amount of $903K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Uw SG Welsh Char Trust's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2024 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$121K (2020) → $147K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $147K, to Bank of America (Trustee).
Frequently asked questions about Uw SG Welsh Char Trust
How much does Uw SG Welsh Char Trust give each year?
Uw SG Welsh Char Trust gave $887K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $807K across 2 grants.
How large is Uw SG Welsh Char Trust?
Uw SG Welsh Char Trust reported $15.7M in total assets on its 2024 IRS Form 990-PF. It paid out $946K in qualifying distributions that year, against a required minimum of $903K (roughly 5% of its investment assets).
What is Uw SG Welsh Char Trust?
Uw SG Welsh Char Trust is a private foundation focused on Education, based in Dallas, TX. It holds $15.7M in total assets as of 2024.
Where does Uw SG Welsh Char Trust operate?
Uw SG Welsh Char Trust has awarded grants in Massachusetts.
What is Uw SG Welsh Char Trust's EIN?
Uw SG Welsh Char Trust's EIN (Employer Identification Number) is 13-7095254. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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