Funder DirectoryUW SG WELSH CHAR TRUST
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Private foundation (trust)EIN 137095254Est. 1997-10

UW SG WELSH CHAR TRUST

DALLAS, TX 752653067

Total Assets

$18.9M

FY 2024

Annual Giving

$887K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$443K

FY 2024

Grant Range

$443K–$443K

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$1.5M

Total Expenses

$1.1M

Qualifying Distributions

$946K

Distributable Amount

$903K

Min. Investment Return

$923K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $998K in 2022. Hover bars for details.

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

Top Recipients

10 grants

HARVARD UNIVERSITY
$2.2M
5 grants
TABOR ACADEMY
$2.2M
5 grants

Grant Size Distribution

10 grants

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

Geographic Focus

1 states

Massachusetts
$4.5M
100% of total

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UW SG WELSH CHAR TRUST — Grants, Financials & Contact | Grantivo