All organizations not elsewhere classifiedEIN 046060546Est. 1980-07

OLIVER ROOT TR UW

DALLAS, TX 752653067

Total Assets

$283K

FY 2024

Annual Giving

$10K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$10K

FY 2024

Grant Range

$10K–$10K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$25K

Total Expenses

$17K

Qualifying Distributions

$13K

Distributable Amount

$13K

Min. Investment Return

$14K

Undistributed Income

$2K

Payout rate 96%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.96%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $13K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

6 grants

ST STEPHEN'S EPISCOPAL CHURCH
$64K
6 grants

Grant Size Distribution

6 grants

<$10K
1
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Massachusetts
$64K
100% of total

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OLIVER ROOT TR UW — Grants, Financials & Contact | Grantivo