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.
Key facts about Warner Oscar L Uw FBO WTBY Hosp
- EIN
- 06-6024550
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $2,193,408
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
+4.2% YoY
Revenue
$126K
+11.8% YoY
Qualifying Distributions
$13K
-12.0% YoY
Expenses
$36K
-5.6% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2023 it made 1 grant totaling $987K.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,193,408 | $2,104,910 | $2,031,148 |
| Revenue | $125,707 | $112,390 | $113,247 |
| Expenses | $36,230 | $38,388 | $1,021,968 |
| Qualifying Distributions | $13,344 | $15,167 | $1,005,046 |
| Net Investment Income | $104,057 | $92,627 | $96,326 |
| Distributable Amount | $143,295 | $129,272 | $142,686 |
Data update history
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
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.
Here's the math on researching Warner Oscar L Uw FBO WTBY Hosp by hand.
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