Uw the Betterment Fund

DALLAS, TX EIN: 13-6072625

Uw the Betterment Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.3M in total assets. In 2024, it awarded 1 grants totaling $2.5M. Net investment income was $3.1M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$17.3M

+0.4% YoY

Annual Giving

$2.5M

-18.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$2.5M

-18.2% YoY

About Uw the Betterment Fund

Based on IRS filings

Uw the Betterment Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.3M in total assets. In 2024, it awarded 1 grants totaling $2.5M. Net investment income was $3.1M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Providence

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$996K$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$17,341,375$17,265,260$18,439,351
Revenue$3,240,314$2,430,982$2,327,204
Expenses$3,177,296$3,620,466$3,348,443
Qualifying Distributions$2,899,645$3,416,707$3,141,792
Net Investment Income$3,053,718$2,265,971$2,145,837
Distributable Amount$2,178,303$2,084,696$2,144,662

Giving Over Time

Total grant dollars and number of grants per year

$0$752K$2M$2M$3M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED VARIOUS CHA…$2.5M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

Open Grants

1 open opportunity from Uw the Betterment Fund

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N ACO-TTEE$199KCAROLYN S WOLLENCO-TTEE$63KCAROL BERG GEISTCO-TTEE$58KANDREW L TANSEYCO-TTEE$58KMARTIN GROHMANCO-TTEE$58KNANCY S WHITECO-TTEE$58KWILLIAM P CLOUGHCO-TTEE$57K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICA N ACO-TTEE1$198,797
WILLIAM P CLOUGHCO-TTEE8$57,019
CAROL BERG GEISTCO-TTEE12$58,278
CAROLYN S WOLLENCO-TTEE13$63,244
ANDREW L TANSEYCO-TTEE6$58,278
MARTIN GROHMANCO-TTEE21$58,278
NANCY S WHITECO-TTEE13$58,278

Frequently Asked Questions

How large is Uw the Betterment Fund?

As of 2024, Uw the Betterment Fund holds $17.3M in total assets with $3.2M in annual revenue. It awarded 1 grants totaling $2.5M in 2024.

Where does Uw the Betterment Fund operate?

Uw the Betterment Fund has awarded grants in Rhode Island.

What size grants does Uw the Betterment Fund award?

In 2024, Uw the Betterment Fund awarded 1 grants totaling $2.5M — an average of about $2.5M per grant, based on its IRS Form 990 filings.

What is Uw the Betterment Fund's EIN?

Uw the Betterment Fund's EIN (Employer Identification Number) is 13-6072625. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Uw the Betterment Fund's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

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