Weston Frank W Estate Trust Uw
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
Share of all 9 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
42 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNITARIAN UNIVERSALIST ASSOCIATION Boston, MA | UNRESTRICTED GENERAL | $28,784 |
| CIB -CONNECTICUT INSTITUTE FOR THE BLIND Hartford, CT | UNRESTRICTED GENERAL | $28,784 |
| HARTFORD HOSPITAL - JEFFERSON HOUSE Newington, CT | UNRESTRICTED GENERAL | $14,392 |
| HARTFORD HOSPITAL Hartford, CT | UNRESTRICTED GENERAL | $14,392 |
| VILLAGE FOR FAMILIES & CHILDREN Hartford, CT | UNRESTRICTED GENERAL | $14,392 |
| TOWN OF WETHERSFIELD Wethersfield, CT | FRANK WESTON FLOWER GARDEN | $14,392 |
| CCMC -CONNECTICUT CHILDRENS MEDICAL CTR Hartford, CT | UNRESTRICTED GENERAL | $14,392 |
| OPEN HEARTH ASSOCIATION Hartford, CT | UNRESTRICTED GENERAL | $100 |
| CENTER FOR LEADERSHIP AND JUSTICE Hartford, CT | UNRESTRICTED GENERAL | $100 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Added Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- 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
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.
Here's the math on researching Weston Frank W Estate Trust Uw by hand.
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