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Uw Harold S Geneen Charitable Trust is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1999. The principal officer is Us Trust Co Na Tax Compliance 7th Fl. It holds total assets of $33.5M. Annual income is reported at $7.7M. Total assets have grown from $5.5M in 2011 to $34.6M in 2023. The foundation is governed by 3 officers and trustees. 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 2018 to 2023. The foundation primarily funds organizations in New York, Massachusetts and Connecticut. According to available records, Uw Harold S Geneen Charitable Trust has made 47 grants totaling $6.3M, with a median grant of $105K. Annual giving has grown from $1.9M in 2020 to $2.5M in 2022. Individual grants have ranged from $20K to $781K, with an average award of $135K. The foundation has supported 17 unique organizations. The foundation primarily supports organizations in Massachusetts, New York, Connecticut, which account for 55% of all grants. Grantmaking reaches organizations across 10 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$29K
Median Grant
$128K
Average Grant
$153K
Largest Grant
$781K
Based on 16 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.
Uw Harold S Geneen Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 47 grants. Its grantmaking reaches organizations primarily in MA, NY, CT.
Uw Harold S Geneen Charitable Trust has distributed a total of $6.3M across 47 grants. The median grant size is $105K, with an average of $135K. Individual grants have ranged from $20K to $781K.
Uw Harold S Geneen Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Uw Harold S Geneen Charitable Trust is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 10 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $198K | $0 | $198K |
| Allen Keesee | TRUSTEE | $37K | $0 | $37K |
| Thomas Silbiger | TRUSTEE | $37K | $0 | $37K |
Total Giving
$2.5M
Total Assets
$34.6M
Fair Market Value
$47.8M
Net Worth
$34.6M
Grants Paid
$2.2M
Contributions
N/A
Net Investment Income
$1.9M
Distribution Amount
$2.3M
Total: $33.6M
Total Grants
47
Total Giving
$6.3M
Average Grant
$135K
Median Grant
$105K
Unique Recipients
17
Most Common Grant
$105K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Claremont Mckenna CollegeSUPPORTS MULTIPLE | Claremont, CA | $145K | 2022 |
| Colorado CollegeSUPPORTS MULTIPLE | Colorado Springs, CO | $140K | 2022 |
| Health Resources InRESEARCH FELLOWSHIPS | Boston, MA | $781K | 2022 |
| Lehigh UniversitySUPPORTS MULTIPLE | Bethlehem, PA | $144K | 2022 |
| Oberlin CollegeSUPPORTS MULTIPLE | Oberlin, OH | $140K | 2022 |
| Quinnipiac UniversitySUPPORTS MULTIPLE | Hamden, CT | $140K | 2022 |
| Northeastern UniversitySUPPORTS MULTIPLE | Boston, MA | $140K | 2022 |
| Wesleyan UniversitySUPPORTS MULTIPLE | Middletown, CT | $135K | 2022 |
| Fordham University SchoolSUPPORTS MULTIPLE | New York, NY | $121K | 2022 |
| Baruch College FundSUPPORTS MULTIPLE | New York, NY | $116K | 2022 |
| American UniversitySUPPORTS MULTIPLE | Washington, DC | $105K | 2022 |
| Babson CollegeSUPPORTS MULTIPLE | Babson Park, MA | $105K | 2022 |
| Macalester CollegeSUPPORTS MULTIPLE | St Paul, MN | $90K | 2022 |
| Hofstra UniversitySUPPORTS MULTIPLE | Hempstead, NY | $60K | 2022 |
| Colby CollegeSUPPORTS MULTIPLE | Waterville, ME | $60K | 2022 |
| One To World IncUNRESTRICTED GENERAL | New York, NY | $29K | 2022 |
| Vassar CollegeUNRESTRICTED GENERAL | Poughkeepsie, NY | $50K | 2021 |