Ward James E Tr Uw
Ward James E Tr Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 6 grants totaling $101K. Net investment income was $190K.
Ward James E Tr Uw at a glance
In short: Ward James E Tr Uw gave $101K across 6 grants in 2025 (avg $17K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $101,464
- +26.4% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $16,911
- +26.4% vs 2024
- Median grant
- $12,683
- Total assets
- $1,836,481
- +3.1% vs 2024
- Primary geography
- Connecticut (63% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ward James E Tr Uw funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Stamford Hospital ($25K). Together the top 6 received $101K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Ward James E Tr Uw gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 108% 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 2019 to 2025, annual grant giving ranged from $62K (2023) to $112K (2022). In 2025 it made 6 grants totaling $101K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Stamford Hospital Stamford, CT | Unrestricted General | $25,366 |
| St Luke's Roman Catholic Church Westport, CT | Unrestricted General | $25,366 |
| United Way of Coastal and Western CT Bridgeport, CT | Unrestricted General | $12,683 |
| American Cancer Society Hagerstown, MD | Unrestricted General | $12,683 |
| Maryknoll Fathers & Brothers Maryknoll, NY | Unrestricted General | $12,683 |
| American Red Cross Washington, DC | Unrestricted General | $12,683 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,836,481 | $213,603 | $137,542 | $101,464 | 6 | $114,207 | $189,805 | $105,654 |
| 2024 | $1,781,115 | $64,485 | $113,082 | $80,282 | 6 | $92,432 | $38,715 | $100,904 |
| 2023 | $1,755,130 | $-12,654 | $99,457 | $61,818 | 6 | $72,695 | $21,258 | $91,710 |
| 2022 | $1,808,627 | $342,520 | $144,968 | $111,602 | 6 | $124,750 | $320,840 | $94,063 |
| 2021 | $1,934,062 | $122,960 | $116,286 | $78,928 | 6 | — | $102,030 | $108,533 |
| 2020 | $1,690,795 | $139,712 | $106,366 | $78,786 | 6 | — | $127,354 | $87,904 |
| 2019 | $1,663,541 | $94,716 | $105,818 | $75,752 | 6 | — | $66,762 | $87,410 |
Under IRS private-foundation payout rules, Ward James E Tr Uw reported a distributable amount of $106K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ward James E Tr Uw's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$27K (2022) → $31K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $31K, to Bank of America (Trustee).
Frequently asked questions about Ward James E Tr Uw
How much does Ward James E Tr Uw give each year?
Ward James E Tr Uw gave $101K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $80K across 6 grants.
What is Ward James E Tr Uw's typical grant size?
Ward James E Tr Uw's median grant in 2025 was $12,683, and its average grant was $16,911, across 6 grants on its 2025 IRS Form 990-PF.
Where does Ward James E Tr Uw give grants?
Ward James E Tr Uw gives mostly in Connecticut: 63% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Maryland (13%) and New York (13%).
Does Ward James E Tr Uw give general operating support?
Yes: 100% of Ward James E Tr Uw's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Ward James E Tr Uw's largest grantees?
Ward James E Tr Uw's largest 2025 grantees include Stamford Hospital ($25,366), St Luke's Roman Catholic Church ($25,366) and United Way of Coastal and Western CT ($12,683), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is Ward James E Tr Uw?
Ward James E Tr Uw reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $114K in qualifying distributions that year, against a required minimum of $106K (roughly 5% of its investment assets).
What is Ward James E Tr Uw's EIN?
Ward James E Tr Uw's EIN (Employer Identification Number) is 22-2589381. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS December 17, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Ward James E Tr Uw funds
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