//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
James E Ward Trust Uw is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2012. The principal officer is Chester W Sterczek. It holds total assets of $1.8M. Annual income is reported at $207K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Funding is distributed across 4 states, including Connecticut, Oklahoma, District of Columbia. According to available records, James E Ward Trust Uw has made 30 grants totaling $443K, with a median grant of $14K. Annual giving has decreased from $79K in 2020 to $62K in 2023. Grantmaking activity was highest in 2022 with $223K distributed across 12 grants. Individual grants have ranged from $8K to $28K, with an average award of $15K. The foundation has supported 6 unique organizations. The foundation primarily supports organizations in Connecticut, New York, District of Columbia, which account for 83% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$14K
Median Grant
$14K
Average Grant
$19K
Largest Grant
$28K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
James E Ward Trust Uw primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in CT, NY, DC.
James E Ward Trust Uw has distributed a total of $443K across 30 grants. The median grant size is $14K, with an average of $15K. Individual grants have ranged from $8K to $28K.
James E Ward Trust Uw typically selects its grantees rather than accepting unsolicited proposals.
James E Ward Trust Uw is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $26K | $0 | $26K |
Total Giving
$99K
Total Assets
$1.8M
Fair Market Value
$1.8M
Net Worth
$1.8M
Grants Paid
$62K
Contributions
N/A
Net Investment Income
$21K
Distribution Amount
$92K
Total Grants
30
Total Giving
$443K
Average Grant
$15K
Median Grant
$14K
Unique Recipients
6
Most Common Grant
$14K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Cancer SocietyUNRESTRICTED GENERAL | Oklahoma City, OK | $8K | 2023 |
| St Luke'S Roman Catholic ChurchUNRESTRICTED GENERAL | Westport, CT | $15K | 2023 |
| Stamford HospitalUNRESTRICTED GENERAL | Stamford, CT | $15K | 2023 |
| American Red CrossUNRESTRICTED GENERAL | Washington, DC | $8K | 2023 |
| Maryknoll Fathers & BrothersUNRESTRICTED GENERAL | Maryknoll, NY | $8K | 2023 |
| United Way Coastal FairfieldUNRESTRICTED GENERAL | Bridgeport, CT | $8K | 2023 |