Worcester Academy Tr Ua

DALLAS, TX EIN: 04-6041313

Worcester Academy Tr Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $509K in total assets. In 2025, it awarded 1 grants totaling $25K. Net investment income was $40K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$509K

+1.1% YoY

Annual Giving

$25K

+3.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$25K

+3.5% YoY

Under IRS private-foundation payout rules, Worcester Academy Tr Ua reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.

About Worcester Academy Tr Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $134K (100%)

States

Massachusetts

Cities

Worcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$508,580	$503,240	$508,007
Revenue	$47,558	$18,616	$-7,364
Expenses	$36,383	$34,489	$32,439
Qualifying Distributions	$29,483	$28,334	$24,120
Net Investment Income	$40,358	$10,909	$5,216
Distributable Amount	$30,246	$28,173	$26,566

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Worcester Academy ($25,378).

Recipient	Purpose	Amount
WORCESTER ACADEMY WORCESTER, MA	UNRESTRICTED GENERAL	$25,378

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$8,708

Frequently Asked Questions

How large is Worcester Academy Tr Ua?

As of 2025, Worcester Academy Tr Ua holds $509K in total assets with $48K in annual revenue. It awarded 1 grants totaling $25K in 2025.

Where does Worcester Academy Tr Ua operate?

Worcester Academy Tr Ua has awarded grants in Massachusetts.

What size grants does Worcester Academy Tr Ua award?

In 2025, Worcester Academy Tr Ua awarded 1 grants totaling $25K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is Worcester Academy Tr Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Worcester Academy Tr Ua reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.