Warner Oscar L Uw FBO WTBY Hosp
Warner Oscar L Uw FBO WTBY Hosp is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it made $13K in qualifying distributions. Net investment income was $104K.
Warner Oscar L Uw FBO WTBY Hosp at a glance
- Total assets
- $2,193,408
- +4.2% vs 2024
- Revenue (2025)
- $125,707
- +11.8% vs 2024
- Qualifying distributions (2025)
- $13,344
- -12.0% vs 2024
- Expenses (2025)
- $36,230
- -5.6% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Warner Oscar L Uw FBO WTBY Hosp funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $500K–1M range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Warner Oscar L Uw FBO WTBY Hosp gives
- In 2025 it paid out 9% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
In 2023 it made 1 grant totaling $987K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Legacy Waterbury Hospital Waterbury, CT | Unrestricted General | $987,284 |
Ready to take the next step with Warner Oscar L Uw FBO WTBY Hosp?
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 | $2,193,408 | $125,707 | $36,230 | — | — | $13,344 | $104,057 | $143,295 |
| 2024 | $2,104,910 | $112,390 | $38,388 | — | — | $15,167 | $92,627 | $129,272 |
| 2023 | $2,031,148 | $113,247 | $1,021,968 | $987,284 | 1 | $1,005,046 | $96,326 | $142,686 |
| 2022 | $2,939,853 | $57,706 | $37,126 | — | — | $17,019 | $40,307 | $155,718 |
| 2021 | $2,919,712 | $178,573 | $125,234 | — | — | $24,209 | $159,658 | $165,812 |
| 2020 | $2,859,691 | $174,276 | $55,166 | — | — | — | $157,560 | $139,952 |
Under IRS private-foundation payout rules, Warner Oscar L Uw FBO WTBY Hosp reported a distributable amount of $143K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Warner Oscar L Uw FBO WTBY Hosp's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$25K (2020) → $32K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $32K, to Bank of America (Trustee).
Frequently asked questions about Warner Oscar L Uw FBO WTBY Hosp
How large is Warner Oscar L Uw FBO WTBY Hosp?
Warner Oscar L Uw FBO WTBY Hosp reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $143K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Warner Oscar L Uw FBO WTBY Hosp operate?
Warner Oscar L Uw FBO WTBY Hosp has awarded grants in Connecticut.
What is Warner Oscar L Uw FBO WTBY Hosp's EIN?
Warner Oscar L Uw FBO WTBY Hosp's EIN (Employer Identification Number) is 06-6024550. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Texas
Texas Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Warner Oscar L Uw FBO WTBY Hosp's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
Backhus Charity
Chicago, IL
Assets
$60K
Grants
2
Total Given
$4K
Smith W Easton F Waterbury Hosp
Dallas, TX
Assets
—
Grants
1
Total Given
$151K
Keeling Jacobwaterbury Hosp
Dallas, TX
Assets
$2.4M
Grants
1
Total Given
$146K
Harriet Kirk Tr 82 67-7 Uw Nect
Chicago, IL
Assets
$1.9M
Grants
5
Total Given
$122K
Fulton I K U10W Waterbury Hosp
Dallas, TX
Assets
$6.5M
Grants
1
Total Given
$288K
Henry L Peck Tr FBO Waterbury Hospital
Dallas, TX
Assets
$8.3M
Grants
1
Total Given
$519K
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Warner Oscar L Uw FBO WTBY Hosp'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.
Warner Oscar L Uw FBO WTBY Hosp down — hundreds of funders to go?