Uw Sg Welsh Char Trust
DALLAS, TX EIN: 13-7095254
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$15.7M
+2.9% YoY
Annual Giving
$887K
+9.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$443K
+9.8% 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 | $15,721,806 | $15,277,741 | $15,897,389 |
| Revenue | $1,499,199 | $301,103 | $-475,184 |
| Expenses | $1,075,877 | $961,472 | $1,192,721 |
| Qualifying Distributions | $945,831 | $859,533 | $1,049,412 |
| Net Investment Income | $1,453,507 | $280,839 | $308,466 |
| Distributable Amount | $902,628 | $830,850 | $872,736 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Uw Sg Welsh Char Trust fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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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 | $146,906 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $4.5M (100%)
States
Cities
CambridgeMarion
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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