William H Ackland Trust Uw Co Bank of

DALLAS, TX EIN: 52-6029941

William H Ackland Trust Uw Co Bank of is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.1M in total assets. In 2024, it awarded 1 grants totaling $515K. Net investment income was $709K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.1M

+1.7% YoY

Annual Giving

$515K

+28.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$515K

+28.5% YoY

Under IRS private-foundation payout rules, William H Ackland Trust Uw Co Bank of reported a distributable amount of $586K for 2024 — the minimum it must pay out in qualifying distributions.

About William H Ackland Trust Uw Co Bank of

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $2.5M (100%)

States

North Carolina

Cities

Chapel Hill

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$9,112,650	$8,964,091	$9,029,532
Revenue	$797,136	$449,142	$449,234
Expenses	$648,210	$512,991	$725,515
Qualifying Distributions	$553,692	$435,277	$631,489
Net Investment Income	$709,490	$370,580	$373,593
Distributable Amount	$585,598	$531,491	$523,911

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Nc - Chapel Hill ($514,812).

Recipient	Purpose	Amount
UNIVERSITY OF NC - CHAPEL HILL CHAPEL HILL, NC	UNRESTRICTED GENERAL	$514,812

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	$95,950

Frequently Asked Questions

How large is William H Ackland Trust Uw Co Bank of?

As of 2024, William H Ackland Trust Uw Co Bank of holds $9.1M in total assets with $797K in annual revenue. It awarded 1 grants totaling $515K in 2024.

Where does William H Ackland Trust Uw Co Bank of operate?

William H Ackland Trust Uw Co Bank of has awarded grants in North Carolina.

What size grants does William H Ackland Trust Uw Co Bank of award?

In 2024, William H Ackland Trust Uw Co Bank of awarded 1 grants totaling $515K — an average of about $515K per grant, based on its IRS Form 990 filings.

How much is William H Ackland Trust Uw Co Bank of required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William H Ackland Trust Uw Co Bank of reported a distributable amount of $586K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William H Ackland Trust Uw Co Bank of's EIN?

William H Ackland Trust Uw Co Bank of's EIN (Employer Identification Number) is 52-6029941. IRS Form 990 filing data is available on this page for 2020–2024.