Zelda M Uthe Tr Uw B

DALLAS, TX EIN: 16-1486311

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$58K$116K$174K$233K20202021202220232024
Metric202420232022
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

$0$13K$26K$39K$53K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

CANCER RESEARCH INSTITUT…$15KAMERICAN HEART ASSOCIATI…$15KZONTA CLUB OF ALBANY$15K

Grant Size Distribution

15 grants across all recorded years

15<$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 Zelda M Uthe Tr Uw B fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N ACO -TRUSTEE$15K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICA N ACO -TRUSTEE1$15,040

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

AlbanyNew YorkSt Petersburg

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

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