William Harold Francis Austin Trust Uw Chari
William Harold Francis Austin Trust Uw Chari is a private foundation, based in Boston, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $689K in total assets. In 2025, it awarded 9 grants totaling $38K. Net investment income was $26K.
Key facts about William Harold Francis Austin Trust Uw Chari
In short: William Harold Francis Austin Trust Uw Chari gave $38K across 9 grants in 2025 (avg $4K), top state Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-2714929
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $38,000
- Grants made (2025)
- 9
- Average grant
- $4,222
- Median grant
- $5,000
- Total assets
- $688,666
- Primary geography
- Massachusetts (49% 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
$689K
-1.5% YoY
Annual Giving
$38K
-24.0% YoY
Grant Count
9
-10.0% YoY
Avg Grant Size
$4K
-15.6% YoY
Under IRS private-foundation payout rules, William Harold Francis Austin Trust Uw Chari reported a distributable amount of $46K for 2025 — the minimum it must pay out in qualifying distributions.
How William Harold Francis Austin Trust Uw Chari gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 97% 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
Share of 2025 grant dollars across all 9 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $30K (2023) to $50K (2024). In 2025 it made 9 grants totaling $38K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Harvard University ($5K). Together the top 9 received $38K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harvard University Cambridge, MA | Scholarship | $5,000 |
| University of Pittsburg Pittsburgh, PA | Scholarship | $5,000 |
| University of Wisconsin - Madison Madison, WI | Scholarship | $5,000 |
| Salem State University Salem, MA | Scholarship | $5,000 |
| University of Massachusetts - Boston Boston, MA | Scholarship | $5,000 |
| Northeastern University Boston, MA | Scholarship | $3,500 |
| Rochester Institute of Technology Rochester, NY | Scholarship | $3,500 |
| Coastal Carolina University Conway, SC | Scholarship | $3,500 |
| SUNY College of Environmental Science Syracuse, NY | Scholarship | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $688,666 | $699,155 | $699,691 |
| Revenue | $32,149 | $66,439 | $43,619 |
| Expenses | $51,620 | $64,052 | $43,425 |
| Qualifying Distributions | $44,492 | $56,811 | $36,252 |
| Net Investment Income | $25,749 | $59,723 | $36,871 |
| Distributable Amount | $45,928 | $41,864 | $38,958 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
William Harold Francis Austin Trust Uw Chari's only listed officer is Eastern Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Eastern Bank
Trustee
On filings since 2021
5 hrs/week
$2K (2021) → $2K (2025)
Data from IRS Form 990 filings, 2021–2025. "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
The highest reported compensation on the 2025 filing was $2K, to Eastern Bank (Trustee).
Frequently asked questions about William Harold Francis Austin Trust Uw Chari
How much does William Harold Francis Austin Trust Uw Chari give each year?
William Harold Francis Austin Trust Uw Chari gave $38K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 10 grants.
What is William Harold Francis Austin Trust Uw Chari's typical grant size?
William Harold Francis Austin Trust Uw Chari's median grant in 2025 was $5,000, and its average grant was $4,222, across 9 grants on its 2025 IRS Form 990-PF.
Where does William Harold Francis Austin Trust Uw Chari give grants?
William Harold Francis Austin Trust Uw Chari's top state is Massachusetts, with 49% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (16%) and Pennsylvania (13%). The most frequent recipient cities were Boston, MA (2 grants).
Does William Harold Francis Austin Trust Uw Chari give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on William Harold Francis Austin Trust Uw Chari's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (9 grants).
Who are William Harold Francis Austin Trust Uw Chari's largest grantees?
William Harold Francis Austin Trust Uw Chari's largest 2025 grantees include Harvard University ($5,000), University of Pittsburg ($5,000) and University of Wisconsin - Madison ($5,000), according to its 2025 IRS Form 990-PF. Together they received 39% of its itemized 2025 grant dollars.
How large is William Harold Francis Austin Trust Uw Chari?
William Harold Francis Austin Trust Uw Chari reported $689K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is William Harold Francis Austin Trust Uw Chari's EIN?
William Harold Francis Austin Trust Uw Chari's EIN (Employer Identification Number) is 04-2714929. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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