Barclay William Tr Uw
DALLAS, TX EIN: 06-6020838
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$382K
+3.2% YoY
Annual Giving
$18K
-10.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$18K
-10.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $381,577 | $369,796 | $385,601 |
| Revenue | $38,444 | $12,807 | $-8,575 |
| Expenses | $26,267 | $28,475 | $29,637 |
| Qualifying Distributions | $21,006 | $23,812 | $22,875 |
| Net Investment Income | $32,939 | $6,940 | $3,006 |
| Distributable Amount | $21,701 | $19,984 | $20,680 |
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 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Barclay William Tr Uw fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $6,265 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Rhode Island $91K (100%)
States
Cities
See Attached
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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