Whiton Winifred G Tr UA

Private foundation · Grantmaker Dallas, TX EIN: 06-6217130

Whiton Winifred G Tr UA is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 4 grants totaling $61K. Net investment income was $114K.

Key facts about Whiton Winifred G Tr UA

In short: Whiton Winifred G Tr UA gave $61K across 4 grants in 2025 (avg $15K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-6217130
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$61,088
Grants made (2025)
4
Average grant
$15,272
Median grant
$15,272
Total assets
$1,207,851
Primary geography
Connecticut (67% 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

$1.2M

+3.6% YoY

Annual Giving

$61K

+5.6% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$15K

+5.6% YoY

Under IRS private-foundation payout rules, Whiton Winifred G Tr UA reported a distributable amount of $70K for 2025 — the minimum it must pay out in qualifying distributions.

How Whiton Winifred G Tr UA gives

  • Giving grew 24% from 2022 to 2025. Method
  • In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 4 itemized 2025 grant dollars.

Cities

New LondonNorthamptonNew HavenWaterford

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K5 grants20195 grants20204 grants20214 grants20225 grants20234 grants20244 grants2025

From 2019 to 2025, annual grant giving ranged from $45K (2019) to $66K (2021). In 2025 it made 4 grants totaling $61K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Smith College: $20KSmith College$20KLawrence & Memorial Hospital: $20KLawrence & Memorial Hospital$20KYale University: $10KYale University$10KLyman Allyn Museum: $10KLyman Allyn Museum$10K

The largest 2025 recipient was Smith College ($20K). Together the top 4 received $61K.

Grant Size Distribution

21 grants across all recorded years

21<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 21 grants of 21 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Smith College Northampton, MAUnrestricted General$20,362
Lawrence & Memorial Hospital New London, CTUnrestricted General$20,362
Yale University New Haven, CTUnrestricted General$10,182
Lyman Allyn Museum New London, CTUnrestricted General$10,182

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019202020212022202320242025
Metric202520242023
Total Assets$1,207,851$1,165,809$1,121,481
Revenue$128,247$126,159$40,268
Expenses$86,568$80,522$78,795
Qualifying Distributions$69,583$65,975$66,180
Net Investment Income$113,500$110,926$24,039
Distributable Amount$70,071$66,025$61,055

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Whiton Winifred G Tr UA's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $20K (2021) → $20K (2025)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

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: $20KBank of AmericaTrustee$20K

The highest reported compensation on the 2025 filing was $20K, to Bank of America (Trustee).

Frequently asked questions about Whiton Winifred G Tr UA

How much does Whiton Winifred G Tr UA give each year?

Whiton Winifred G Tr UA gave $61K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $58K across 4 grants.

What is Whiton Winifred G Tr UA's typical grant size?

Whiton Winifred G Tr UA's median grant in 2025 was $15,272, and its average grant was $15,272, across 4 grants on its 2025 IRS Form 990-PF.

Where does Whiton Winifred G Tr UA give grants?

Whiton Winifred G Tr UA gives mostly in Connecticut: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (33%). The most frequent recipient cities were New London, CT (2 grants).

Does Whiton Winifred G Tr UA give general operating support?

Yes: 100% of Whiton Winifred G Tr UA's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Whiton Winifred G Tr UA?

Whiton Winifred G Tr UA reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $70K (roughly 5% of its investment assets).

What is Whiton Winifred G Tr UA?

Whiton Winifred G Tr UA is a private foundation focused on Education, based in Dallas, TX. It holds $1.2M in total assets as of 2025.

What is Whiton Winifred G Tr UA's EIN?

Whiton Winifred G Tr UA's EIN (Employer Identification Number) is 06-6217130. 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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