Wegman Oscar Tr Ua Dtd 11-12-80

DALLAS, TX EIN: 06-6178601

Wegman Oscar Tr Ua Dtd 11-12-80 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 5 grants totaling $56K. Net investment income was $92K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

+1.7% YoY

Annual Giving

$56K

+15.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

+15.8% YoY

Under IRS private-foundation payout rules, Wegman Oscar Tr Ua Dtd 11-12-80 reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.

About Wegman Oscar Tr Ua Dtd 11-12-80

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $213K (80%)

Rhode Island $55K (20%)

States

Connecticut Rhode Island

Cities

HartfordProvidenceWallingfordWethersfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,116,399	$1,097,276	$1,096,346
Revenue	$107,315	$35,097	$-8,963
Expenses	$80,465	$68,891	$72,028
Qualifying Distributions	$64,599	$56,222	$54,880
Net Investment Income	$92,376	$19,257	$12,220
Distributable Amount	$65,124	$60,526	$56,844

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Memorial Baptist Church ($11,297), Hartford Foundation for Public Giving ($11,297), Church Homes Inc ($11,297).

Recipient	Purpose	Amount
MEMORIAL BAPTIST CHURCH HARTFORD, CT	UNRESTRICTED GENERAL	$11,297
HARTFORD FOUNDATION FOR PUBLIC GIVING PROVIDENCE, RI	UNRESTRICTED GENERAL	$11,297
CHURCH HOMES INC HARTFORD, CT	UNRESTRICTED GENERAL	$11,297
WETHERSFIELD CITIZENS SCHOLARSHIP FDN WETHERSFIELD, CT	SCHOLARSHIP	$11,296
MASONIC CHARITY FOUNDATION OF CT WALLINGFORD, CT	UNRESTRICTED GENERAL	$11,297

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$19,038

Frequently Asked Questions

How large is Wegman Oscar Tr Ua Dtd 11-12-80?

As of 2025, Wegman Oscar Tr Ua Dtd 11-12-80 holds $1.1M in total assets with $107K in annual revenue. It awarded 5 grants totaling $56K in 2025.

Where does Wegman Oscar Tr Ua Dtd 11-12-80 operate?

Wegman Oscar Tr Ua Dtd 11-12-80 has awarded grants in Connecticut, Rhode Island.

What size grants does Wegman Oscar Tr Ua Dtd 11-12-80 award?

In 2025, Wegman Oscar Tr Ua Dtd 11-12-80 awarded 5 grants totaling $56K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Wegman Oscar Tr Ua Dtd 11-12-80 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Wegman Oscar Tr Ua Dtd 11-12-80 reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2025.