Uw W Farnum-resid Char Tr

DALLAS, TX EIN: 05-6053702

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$690K

+1.3% YoY

Annual Giving

$35K

+6.7% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$12K

+6.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$42K$84K$127K$169K202020212022202320242025
Metric202520242023
Total Assets$689,562$680,961$686,540
Revenue$66,974$25,882$-8,391
Expenses$50,677$46,383$41,058
Qualifying Distributions$40,817$38,189$32,989
Net Investment Income$54,802$15,354$7,292
Distributable Amount$41,498$38,393$36,266

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K3 grants20203 grants20213 grants20223 grants20233 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

UNITED CONGREGATIONAL CH…$12KRI SOCIETY SONS OF THE R…$12KMASONIC GRAND LODGE CHAR…$12K

Grant Size Distribution

18 grants across all recorded years

18<$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 Uw W Farnum-resid Char Tr fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$12K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$11,942

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

E GreenwichE ProvidenceMiddletown

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

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