Zelda M Uthe Tr Uw B is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $928K in total assets. In 2024, it awarded 3 grants totaling $46K. Net investment income was $83K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$928K
+3.3% YoY
Annual Giving
$46K
+36.9% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$15K
+36.9% YoY
Under IRS private-foundation payout rules, Zelda M Uthe Tr Uw B reported a distributable amount of $53K for 2024 — the minimum it must pay out in qualifying distributions.
About Zelda M Uthe Tr Uw B
Based on IRS filings
Zelda M Uthe Tr Uw B is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $928K in total assets. In 2024, it awarded 3 grants totaling $46K. Net investment income was $83K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $927,845 | $898,188 | $916,515 |
| Revenue | $94,401 | $30,825 | $-21,749 |
| Expenses | $63,765 | $48,779 | $70,058 |
| Qualifying Distributions | $52,406 | $39,260 | $57,497 |
| Net Investment Income | $82,951 | $18,356 | $9,045 |
| Distributable Amount | $52,772 | $47,911 | $49,272 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cancer Research Institute Inc ($15,380), American Heart Association Inc ($15,380), Zonta Club of Albany ($15,380).
| Recipient | Purpose | Amount |
|---|---|---|
| CANCER RESEARCH INSTITUTE INC NEW YORK, NY | UNRESTRICTED GENERAL | $15,380 |
| AMERICAN HEART ASSOCIATION INC ST PETERSBURG, FL | UNRESTRICTED GENERAL | $15,380 |
| ZONTA CLUB OF ALBANY ALBANY, NY | UNRESTRICTED GENERAL | $15,380 |
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 N A | CO -TRUSTEE | 1 | $15,040 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Zelda M Uthe Tr Uw B?
Zelda M Uthe Tr Uw B is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $928K in total assets as of 2024.
How large is Zelda M Uthe Tr Uw B?
As of 2024, Zelda M Uthe Tr Uw B holds $928K in total assets with $94K in annual revenue. It awarded 3 grants totaling $46K in 2024.
Where does Zelda M Uthe Tr Uw B operate?
Zelda M Uthe Tr Uw B has awarded grants in Florida, New York.
What size grants does Zelda M Uthe Tr Uw B award?
In 2024, Zelda M Uthe Tr Uw B awarded 3 grants totaling $46K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Zelda M Uthe Tr Uw B required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Zelda M Uthe Tr Uw B reported a distributable amount of $53K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Zelda M Uthe Tr Uw B's EIN?
Zelda M Uthe Tr Uw B's EIN (Employer Identification Number) is 16-1486311. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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