Uw the Betterment Fund

Private foundation · Grantmaker 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 grant totaling $2.5M. Net investment income was $3.1M.

Uw the Betterment Fund at a glance

In short: Uw the Betterment Fund gave $2.5M across 1 grant in 2024 (avg $2.5M), mostly in Rhode Island. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$2,462,650
-18.2% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$2,462,650
-18.2% vs 2023
Median grant
$2,462,650
Total assets
$17,341,375
+0.4% vs 2023
Primary geography
Rhode Island (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.

How to apply to Uw the Betterment Fund

Who Uw the Betterment Fund funds

How this funder distributes its grants

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was in the $1–5M range: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Providence

How Uw the Betterment Fund gives

  • Giving grew 21% from 2021 to 2024. Method
  • In 2024 it paid out 133% 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

$0$1M$2M$3M$4M1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $2.0M (2021) to $3.0M (2023). In 2024 it made 1 grant totaling $2.5M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
See Attached Various Charities Providence, RIAdvancement of Health,$2,462,650
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$17,341,375$3,240,314$3,177,296$2,462,6501$2,899,645$3,053,718$2,178,303
2023$17,265,260$2,430,982$3,620,466$3,009,6501$3,416,707$2,265,971$2,084,696
2022$18,439,351$2,327,204$3,348,443$2,759,1601$3,141,792$2,145,837$2,144,662
2021$19,635,594$1,362,914$2,576,146$2,038,9871$2,389,570$1,196,682$2,337,642
2020$20,861,876$1,605,085$2,630,196$2,094,4251—$1,451,869$2,016,249

Under IRS private-foundation payout rules, Uw the Betterment Fund reported a distributable amount of $2.2M for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Uw the Betterment Fund's 2024 filing lists 7 officers; all 7 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Andrew L. Tansey

    Co-Ttee

    On filings since 2020

    6 hrs/week

    $49K (2020) → $58K (2024)

  • Bank Of America N A

    Co-Ttee

    On filings since 2020

    1 hr/week

    $183K (2020) → $199K (2024)

  • Carol Berg Geist

    Co-Ttee

    On filings since 2020

    12 hrs/week

    $49K (2020) → $58K (2024)

  • Carolyn S. Wollen

    Co-Ttee

    On filings since 2020

    13 hrs/week

    $49K (2020) → $63K (2024)

  • Martin Grohman

    Co-Ttee

    On filings since 2020

    21 hrs/week

    $49K (2020) → $58K (2024)

  • Nancy S. White

    Co-Ttee

    On filings since 2020

    13 hrs/week

    $42K (2020) → $58K (2024)

  • William P. Clough

    Co-Ttee

    On filings since 2020

    8 hrs/week

    $49K (2020) → $57K (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

Bank of America N a — Co-Ttee: $199KBank of America N aCo-Ttee$199KCarolyn S Wollen — Co-Ttee: $63KCarolyn S WollenCo-Ttee$63KCarol Berg Geist — Co-Ttee: $58KCarol Berg GeistCo-Ttee$58KAndrew L Tansey — Co-Ttee: $58KAndrew L TanseyCo-Ttee$58KMartin Grohman — Co-Ttee: $58KMartin GrohmanCo-Ttee$58KNancy S White — Co-Ttee: $58KNancy S WhiteCo-Ttee$58KWilliam P Clough — Co-Ttee: $57KWilliam P CloughCo-Ttee$57K

The highest reported compensation on the 2024 filing was $199K, to Bank of America N a (Co-Ttee). 7 officers or directors reported compensation on that filing.

Frequently asked questions about Uw the Betterment Fund

How much does Uw the Betterment Fund give each year?

Uw the Betterment Fund gave $2.5M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.0M across 1 grant.

How large is Uw the Betterment Fund?

Uw the Betterment Fund reported $17.3M in total assets on its 2024 IRS Form 990-PF. It paid out $2.9M in qualifying distributions that year, against a required minimum of $2.2M (roughly 5% of its investment assets).

Where does Uw the Betterment Fund operate?

Uw the Betterment Fund has awarded grants in Rhode Island.

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.

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

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

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Uw the Betterment Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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