Worcester Academy Tr Ua

DALLAS, TX EIN: 04-6041313

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$509K

+1.1% YoY

Annual Giving

$25K

+3.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$25K

+3.5% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$31K$63K$94K$126K20212022202320242025
Metric202520242023
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

$0$8K$17K$25K$33K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

WORCESTER ACADEMY$25K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Worcester Academy Tr Ua fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$9K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$8,708

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

Cities

Worcester

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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