Uw the Betterment Fund
DALLAS, TX EIN: 13-6072625
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Uw the Betterment Fund fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | CO-TTEE | 1 | $198,797 |
| WILLIAM P CLOUGH | CO-TTEE | 8 | $57,019 |
| CAROL BERG GEIST | CO-TTEE | 12 | $58,278 |
| CAROLYN S WOLLEN | CO-TTEE | 13 | $63,244 |
| ANDREW L TANSEY | CO-TTEE | 6 | $58,278 |
| MARTIN GROHMAN | CO-TTEE | 21 | $58,278 |
| NANCY S WHITE | CO-TTEE | 13 | $58,278 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Rhode Island $12.4M (100%)
States
Cities
Providence
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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