Wegman Oscar Tr UA Dtd 11-12-80
Wegman Oscar Tr UA Dtd 11-12-80 is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $1.3M in total assets. In 2026, it awarded 5 grants totaling $72K. Net investment income was $169K.
Key facts about Wegman Oscar Tr UA Dtd 11-12-80
In short: Wegman Oscar Tr UA Dtd 11-12-80 gave $72K across 5 grants in 2026 (avg $14K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.
- EIN
- 06-6178601
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $72,143
- Grants made (2026)
- 5
- Average grant
- $14,429
- Median grant
- $14,429
- Total assets
- $1,271,999
- Primary geography
- Connecticut (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$1.3M
+13.9% YoY
Annual Giving
$72K
+27.7% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$14K
+27.7% YoY
Under IRS private-foundation payout rules, Wegman Oscar Tr UA Dtd 11-12-80 reported a distributable amount of $70K for 2026 — the minimum it must pay out in qualifying distributions.
How Wegman Oscar Tr UA Dtd 11-12-80 gives
- Giving grew 51% from 2023 to 2026. Method
- In 2026 it paid out 115% of its IRS minimum distribution (the 5% rule). 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
Share of 2026 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $48K (2023) to $72K (2026). In 2026 it made 5 grants totaling $72K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2026
The largest 2026 recipient was Memorial Baptist Church ($14K). Together the top 5 received $72K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Memorial Baptist Church Hartford, CT | Unrestricted General | $14,429 |
| Hartford Foundation for Public Giving Hartford, CT | Unrestricted General | $14,429 |
| Church Homes Inc Hartford, CT | Unrestricted General | $14,429 |
| Masonic Charity Foundation of CT Wallingford, CT | Unrestricted General | $14,429 |
| Wethersfield Citizens Scholarship Fdn Wethersfield, CT | Scholarships | $14,427 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $1,271,999 | $1,116,399 | $1,097,276 |
| Revenue | $183,602 | $107,315 | $35,097 |
| Expenses | $96,947 | $80,465 | $68,891 |
| Qualifying Distributions | $80,949 | $64,599 | $56,222 |
| Net Investment Income | $168,631 | $92,376 | $19,257 |
| Distributable Amount | $70,293 | $65,124 | $60,526 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Wegman Oscar Tr UA Dtd 11-12-80's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$19K (2022) → $21K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $21K, to Bank of America (Trustee).
Frequently asked questions about Wegman Oscar Tr UA Dtd 11-12-80
How much does Wegman Oscar Tr UA Dtd 11-12-80 give each year?
Wegman Oscar Tr UA Dtd 11-12-80 gave $72K across 5 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $56K across 5 grants.
What is Wegman Oscar Tr UA Dtd 11-12-80's typical grant size?
Wegman Oscar Tr UA Dtd 11-12-80's median grant in 2026 was $14,429, and its average grant was $14,429, across 5 grants on its 2026 IRS Form 990-PF.
Where does Wegman Oscar Tr UA Dtd 11-12-80 give grants?
Wegman Oscar Tr UA Dtd 11-12-80 gives mostly in Connecticut: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hartford, CT (3 grants).
Does Wegman Oscar Tr UA Dtd 11-12-80 give general operating support?
Yes: 80% of Wegman Oscar Tr UA Dtd 11-12-80's 2026 grants with a stated purpose (4 of 5) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Wegman Oscar Tr UA Dtd 11-12-80's largest grantees?
Wegman Oscar Tr UA Dtd 11-12-80's largest 2026 grantees include Memorial Baptist Church ($14,429), Hartford Foundation for Public Giving ($14,429) and Church Homes Inc ($14,429), according to its 2026 IRS Form 990-PF. Together they received 60% of its itemized 2026 grant dollars.
How large is Wegman Oscar Tr UA Dtd 11-12-80?
Wegman Oscar Tr UA Dtd 11-12-80 reported $1.3M in total assets on its 2026 IRS Form 990-PF. It paid out $81K in qualifying distributions that year, against a required minimum of $70K (roughly 5% of its investment assets).
What is Wegman Oscar Tr UA Dtd 11-12-80's EIN?
Wegman Oscar Tr UA Dtd 11-12-80's EIN (Employer Identification Number) is 06-6178601. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Wegman Oscar Tr UA Dtd 11-12-80 by hand.
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