Ward James E Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 6 grants totaling $80K. Net investment income was $39K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
+1.5% YoY
Annual Giving
$80K
+29.9% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$13K
+29.9% YoY
Under IRS private-foundation payout rules, Ward James E Tr Uw reported a distributable amount of $101K for 2024 — the minimum it must pay out in qualifying distributions.
About Ward James E Tr Uw
Based on IRS filings
Ward James E Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 6 grants totaling $80K. Net investment income was $39K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,781,115 | $1,755,130 | $1,808,627 |
| Revenue | $64,485 | $-12,654 | $342,520 |
| Expenses | $113,082 | $99,457 | $144,968 |
| Qualifying Distributions | $92,432 | $72,695 | $124,750 |
| Net Investment Income | $38,715 | $21,258 | $320,840 |
| Distributable Amount | $100,904 | $91,710 | $94,063 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Stamford Hospital ($20,071), St Luke's Roman Catholic Church ($20,071), United Way Coastal Fairfield County ($10,035).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY COASTAL FAIRFIELD COUNTY BRIDGEPORT, CT | UNRESTRICTED GENERAL | $10,035 |
| STAMFORD HOSPITAL STAMFORD, CT | UNRESTRICTED GENERAL | $20,071 |
| ST LUKE'S ROMAN CATHOLIC CHURCH WESTPORT, CT | UNRESTRICTED GENERAL | $20,071 |
| AMERICAN CANCER SOCIETY HAGERSTOWN, MD | UNRESTRICTED GENERAL | $10,035 |
| MARYKNOLL FATHERS & BROTHERS MARYKNOLL, NY | UNRESTRICTED GENERAL | $10,035 |
| AMERICAN RED CROSS WASHINGTON, DC | UNRESTRICTED GENERAL | $10,035 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $29,125 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ward James E Tr Uw?
Ward James E Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $1.8M in total assets as of 2024.
How large is Ward James E Tr Uw?
As of 2024, Ward James E Tr Uw holds $1.8M in total assets with $64K in annual revenue. It awarded 6 grants totaling $80K in 2024.
Where does Ward James E Tr Uw operate?
Ward James E Tr Uw has awarded grants in Connecticut, District of Columbia, Maryland, New York, Oklahoma.
What size grants does Ward James E Tr Uw award?
In 2024, Ward James E Tr Uw awarded 6 grants totaling $80K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Ward James E Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ward James E Tr Uw reported a distributable amount of $101K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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