Private foundation (trust)EIN 222589381Est. 2012-11

WARD JAMES E TR UW

DALLAS, TX 752653067

Total Assets

$2.1M

FY 2023

Annual Giving

$80K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$13K

FY 2023

Grant Range

$10K–$20K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$64K

Total Expenses

$113K

Qualifying Distributions

$92K

Distributable Amount

$101K

Min. Investment Return

$101K

Undistributed Income

$27K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $10K through median $10K to maximum $20K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $112K in 2021. Hover bars for details.

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

Top Recipients

30 grants

ST LUKE'S ROMAN CATHOLIC CHURCH
$103K
5 grants
STAMFORD HOSPITAL
$103K
5 grants
AMERICAN RED CROSS
$51K
5 grants
MARYKNOLL FATHERS & BROTHERS
$51K
5 grants
AMERICAN CANCER SOCIETY
$51K
5 grants
UNITED WAY COASTAL FAIRFIELD
$41K
4 grants
UNITED WAY COASTAL FAIRFIELD COUNTY
$10K
1 grant

Grant Size Distribution

30 grants

<$10K
12
grants
$10–50K
18
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Connecticut
$257K
63% of total
District of Columbia
$51K
12% of total
New York
$51K
12% of total
Oklahoma
$41K
10% of total
Maryland
$10K
2% of total

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WARD JAMES E TR UW — Grants, Financials & Contact | Grantivo