Worcester Academy Tr UA
Worcester Academy Tr UA is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $581K in total assets. In 2026, it awarded 1 grant totaling $28K. Net investment income was $78K.
Worcester Academy Tr UA at a glance
In short: Worcester Academy Tr UA gave $28K across 1 grant in 2026 (avg $28K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $28,458
- +12.1% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $28,458
- +12.1% vs 2025
- Median grant
- $28,458
- Total assets
- $580,868
- +14.2% vs 2025
- Primary geography
- Massachusetts (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Worcester Academy Tr UA funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Worcester Academy ($28K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Worcester Academy Tr UA gives
- Giving grew 39% from 2023 to 2026. Method
- In 2026 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $20K (2023) to $33K (2021). In 2026 it made 1 grant totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Worcester Academy Worcester, MA | Unrestricted General | $28,458 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $580,868 | $85,008 | $40,899 | $28,458 | 1 | $32,914 | $77,768 | $32,913 |
| 2025 | $508,580 | $47,558 | $36,383 | $25,378 | 1 | $29,483 | $40,358 | $30,246 |
| 2024 | $503,240 | $18,616 | $34,489 | $24,518 | 1 | $28,334 | $10,909 | $28,173 |
| 2023 | $508,007 | $-7,364 | $32,439 | $20,498 | 1 | $24,120 | $5,216 | $26,566 |
| 2022 | $541,470 | $114,187 | $41,736 | $30,387 | 1 | $34,582 | $106,845 | $29,546 |
| 2021 | $539,504 | $41,338 | $44,386 | $33,456 | 1 | — | $35,069 | $29,863 |
Under IRS private-foundation payout rules, Worcester Academy Tr UA reported a distributable amount of $33K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Worcester Academy Tr UA's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$9K (2022) → $10K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $10K, to Bank of America (Trustee).
Frequently asked questions about Worcester Academy Tr UA
How much does Worcester Academy Tr UA give each year?
Worcester Academy Tr UA gave $28K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $25K across 1 grant.
How large is Worcester Academy Tr UA?
Worcester Academy Tr UA reported $581K in total assets on its 2026 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets).
Where does Worcester Academy Tr UA operate?
Worcester Academy Tr UA has awarded grants in Massachusetts.
What is Worcester Academy Tr UA's EIN?
Worcester Academy Tr UA's EIN (Employer Identification Number) is 04-6041313. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2021–2025
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