Weston Frank W Estate Trust Uw

Foundation · Grantmaker Dallas, TX EIN: 06-6030122

Weston Frank W Estate Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 9 grants totaling $130K. Net investment income was $261K.

Key facts about Weston Frank W Estate Trust Uw

In short: Weston Frank W Estate Trust Uw gave $130K across 9 grants in 2025 (avg $14K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-6030122
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$129,728
Grants made (2025)
9
Average grant
$14,414
Median grant
$14,392
Total assets
$2,529,661
Primary geography
Connecticut (78% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.5M

+4.5% YoY

Annual Giving

$130K

+5.5% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$14K

+5.5% YoY

Under IRS private-foundation payout rules, Weston Frank W Estate Trust Uw reported a distributable amount of $148K for 2025 — the minimum it must pay out in qualifying distributions.

How Weston Frank W Estate Trust Uw gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 101% 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

2states

Share of all 9 itemized 2025 grant dollars.

Cities

HartfordBostonWethersfieldNewington

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K8 grants20199 grants20208 grants20218 grants20228 grants20239 grants20249 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Unitarian Universalist Association: $29KUnitarian UniversalistAssociation$29KCib -Connecticut Institute for the Blind: $29KCib -Connecticut Institute forthe Blind$29KHartford Hospital - Jefferson House: $14KHartford Hospital - JeffersonHouse$14KHartford Hospital: $14KHartford Hospital$14KVillage for Families & Children: $14KVillage for Families &Children$14KTown of Wethersfield: $14KTown of Wethersfield$14KCCMC -Connecticut Childrens Medical Ctr: $14KCCMC -Connecticut ChildrensMedical Ctr$14KOpen Hearth Association: $100Open Hearth Association$100Center for Leadership and Justice: $100Center for Leadership andJustice$100

Grant Size Distribution

42 grants across all recorded years

42<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UNITARIAN UNIVERSALIST ASSOCIATION Boston, MAUNRESTRICTED GENERAL$28,784
CIB -CONNECTICUT INSTITUTE FOR THE BLIND Hartford, CTUNRESTRICTED GENERAL$28,784
HARTFORD HOSPITAL - JEFFERSON HOUSE Newington, CTUNRESTRICTED GENERAL$14,392
HARTFORD HOSPITAL Hartford, CTUNRESTRICTED GENERAL$14,392
VILLAGE FOR FAMILIES & CHILDREN Hartford, CTUNRESTRICTED GENERAL$14,392
TOWN OF WETHERSFIELD Wethersfield, CTFRANK WESTON FLOWER GARDEN$14,392
CCMC -CONNECTICUT CHILDRENS MEDICAL CTR Hartford, CTUNRESTRICTED GENERAL$14,392
OPEN HEARTH ASSOCIATION Hartford, CTUNRESTRICTED GENERAL$100
CENTER FOR LEADERSHIP AND JUSTICE Hartford, CTUNRESTRICTED GENERAL$100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2019202020212022202320242025
Metric202520242023
Total Assets$2,529,661$2,421,760$2,334,673
Revenue$291,060$257,499$75,451
Expenses$183,894$167,762$127,410
Qualifying Distributions$148,868$138,976$102,871
Net Investment Income$260,641$226,995$43,327
Distributable Amount$147,940$139,902$126,967

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
  2. Added Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  3. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  4. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Weston Frank W Estate Trust Uw's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $33K (2019) → $41K (2025)

Data from IRS Form 990 filings, 2019–2025. "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

Bank of America — Trustee: $41KBank of AmericaTrustee$41K

Frequently asked questions about Weston Frank W Estate Trust Uw

How much does Weston Frank W Estate Trust Uw give each year?

Weston Frank W Estate Trust Uw gave $130K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $123K across 9 grants.

What is Weston Frank W Estate Trust Uw's typical grant size?

Weston Frank W Estate Trust Uw's median grant in 2025 was $14,392, and its average grant was $14,414, across 9 grants on its 2025 IRS Form 990-PF.

Where does Weston Frank W Estate Trust Uw give grants?

Weston Frank W Estate Trust Uw gives mostly in Connecticut: 78% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (22%). The most frequent recipient cities were Hartford, CT (6 grants).

Does Weston Frank W Estate Trust Uw give general operating support?

Yes: 89% of Weston Frank W Estate Trust Uw's 2025 grants with a stated purpose (8 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Weston Frank W Estate Trust Uw's largest grantees?

Weston Frank W Estate Trust Uw's largest 2025 grantees include Unitarian Universalist Association ($28,784), Cib -Connecticut Institute for the Blind ($28,784) and Hartford Hospital - Jefferson House ($14,392), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.

How large is Weston Frank W Estate Trust Uw?

Weston Frank W Estate Trust Uw reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $149K in qualifying distributions that year, against a required minimum of $148K (roughly 5% of its investment assets).

What is Weston Frank W Estate Trust Uw's EIN?

Weston Frank W Estate Trust Uw's EIN (Employer Identification Number) is 06-6030122. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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