Zelda M Uthe Tr Uw B
Zelda M Uthe Tr Uw B is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $965K in total assets. In 2025, it awarded 3 grants totaling $49K. Net investment income was $94K.
Key facts about Zelda M Uthe Tr Uw B
In short: Zelda M Uthe Tr Uw B gave $49K across 3 grants in 2025 (avg $16K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 16-1486311
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $49,038
- Grants made (2025)
- 3
- Average grant
- $16,346
- Median grant
- $16,346
- Total assets
- $965,140
- Primary geography
- New York (67% 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
$965K
+4.0% YoY
Annual Giving
$49K
+6.3% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$16K
+6.3% YoY
Under IRS private-foundation payout rules, Zelda M Uthe Tr Uw B reported a distributable amount of $56K for 2025 — the minimum it must pay out in qualifying distributions.
How Zelda M Uthe Tr Uw B gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 100% 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 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $34K (2023) to $53K (2020). In 2025 it made 3 grants totaling $49K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Cancer Research Institute Inc ($16K). Together the top 3 received $49K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cancer Research Institute Inc New York, NY | Unrestricted General | $16,346 |
| American Heart Association Inc St Petersburg, FL | Unrestricted General | $16,346 |
| Zonta Club of Albany Albany, NY | Unrestricted General | $16,346 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $965,140 | $927,845 | $898,188 |
| Revenue | $105,002 | $94,401 | $30,825 |
| Expenses | $67,979 | $63,765 | $48,779 |
| Qualifying Distributions | $55,735 | $52,406 | $39,260 |
| Net Investment Income | $93,733 | $82,951 | $18,356 |
| Distributable Amount | $55,939 | $52,772 | $47,911 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Zelda M Uthe Tr Uw B's only listed officer is Bank Of America N A, Co -Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America N A
Co -Trustee
On filings since 2020
1 hr/week
$13K (2020) → $16K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $16K, to Bank of America N a (Co -Trustee).
Frequently asked questions about Zelda M Uthe Tr Uw B
How much does Zelda M Uthe Tr Uw B give each year?
Zelda M Uthe Tr Uw B gave $49K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $46K across 3 grants.
What is Zelda M Uthe Tr Uw B's typical grant size?
Zelda M Uthe Tr Uw B's median grant in 2025 was $16,346, and its average grant was $16,346, across 3 grants on its 2025 IRS Form 990-PF.
Where does Zelda M Uthe Tr Uw B give grants?
Zelda M Uthe Tr Uw B gives mostly in New York: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (33%).
Does Zelda M Uthe Tr Uw B give general operating support?
Yes: 100% of Zelda M Uthe Tr Uw B's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Zelda M Uthe Tr Uw B?
Zelda M Uthe Tr Uw B reported $965K in total assets on its 2025 IRS Form 990-PF. It paid out $56K in qualifying distributions that year, against a required minimum of $56K (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 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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Zelda M Uthe Tr Uw B by hand.
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