Weston Frank W Estate Trust Uw

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 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 9 grants totaling $123K. Net investment income was $227K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

+3.7% YoY

Annual Giving

$123K

+42.4% YoY

Grant Count

+12.5% YoY

Avg Grant Size

$14K

+26.6% YoY

Under IRS private-foundation payout rules, Weston Frank W Estate Trust Uw reported a distributable amount of $140K for 2024 — the minimum it must pay out in qualifying distributions.

About Weston Frank W Estate Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $367K (78%)

Massachusetts $105K (22%)

States

Connecticut Massachusetts

Cities

BostonHartfordWethersfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2021
Total Assets	$2,421,760	$2,334,673	$2,638,923
Revenue	$257,499	$75,451	$555,408
Expenses	$167,762	$127,410	$168,909
Qualifying Distributions	$138,976	$102,871	$138,641
Net Investment Income	$226,995	$43,327	$524,909
Distributable Amount	$139,902	$126,967	$145,733

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 2024

Grant Size Distribution

34 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Unitarian Universalist Association ($27,286), Cib -connecticut Institute for the Blind ($27,286), Town of Wethersfield ($16,485).

Recipient	Purpose	Amount
HARTFORD HOSP JEFFERSON HOUSE HARTFORD, CT	UNRESTRICTED GENERAL	$10,682
UNITARIAN UNIVERSALIST ASSOCIATION BOSTON, MA	UNRESTRICTED GENERAL	$27,286
HARTFORD HOSPITAL HARTFORD, CT	UNRESTRICTED GENERAL	$13,762
OPEN HEARTH ASSOCIATION HARTFORD, CT	UNRESTRICTED GENERAL	$100
VILLAGE FOR FAMILIES & CHILDREN HARTFORD, CT	UNRESTRICTED GENERAL	$13,643
CIB -CONNECTICUT INSTITUTE FOR THE BLIND HARTFORD, CT	UNRESTRICTED GENERAL	$27,286
CENTER FOR LEADERSHIP AND JUSTICE HARTFORD, CT	UNRESTRICTED GENERAL	$100
TOWN OF WETHERSFIELD WETHERSFIELD, CT	UNRESTRICTED GENERAL	$16,485
CCMC -CONNECTICUT CHILDRENS MEDICAL CTR HARTFORD, CT	UNRESTRICTED GENERAL	$13,643

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$38,722

Frequently Asked Questions

How large is Weston Frank W Estate Trust Uw?

As of 2024, Weston Frank W Estate Trust Uw holds $2.4M in total assets with $257K in annual revenue. It awarded 9 grants totaling $123K in 2024.

Where does Weston Frank W Estate Trust Uw operate?

Weston Frank W Estate Trust Uw has awarded grants in Connecticut, Massachusetts.

What size grants does Weston Frank W Estate Trust Uw award?

In 2024, Weston Frank W Estate Trust Uw awarded 9 grants totaling $123K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Weston Frank W Estate Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Weston Frank W Estate Trust Uw reported a distributable amount of $140K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.