Private Foundation

UW THE BETTERMENT FUND

UW THE BETTERMENT FUND is a private foundation categorized as Private Foundation based in DALLAS, TX. Its most recent IRS filing (2024) reports revenue of $3.2M, expenses of $3.2M, total assets of $17.3M. Imperigo tracks 5 reported grants from this foundation totaling approximately $12.2M.

EIN: 136072625 DALLAS, TX Latest filing: 2024
Total Revenue$3.2M
Total Expenses$3.2M
Total Assets$17.3M
Grants Given5
Grant Total$12.2M
Filing Years2019–2024

Sample Grants Given

SEE ATTACHED VARIOUS CHARITIES
PROVIDENCE, RI · 2024
ADVANCEMENT OF HEALTH,
$2,462,650
SEE ATTACHED VARIOUS CHARITIES
PROVIDENCE, RI · 2023
ADVANCEMENT OF HEALTH,
$3,009,650
SEE ATTACHED VARIOUS CHARITIES
PROVIDENCE, RI · 2022
ADVANCEMENT OF HEALTH,
$2,759,160
SEE ATTACHED VARIOUS
PROVIDENCE, RI · 2020
ADVANCEMENT OF HEALTH,
$2,094,425
SEE ATTACHED VARIOUS
PROVIDENCE, RI · 2019
ADVANCEMENT OF HEALTH,
$1,906,050

Showing up to 5 of 5 total records — full history available with membership.

Officers & Directors

CO-TTEE Andrew L Tansey
CO-TTEE Bank Of America N A
CO-TTEE Carol Berg Geist
CO-TTEE Carolyn S Wollen
CO-TTEE Martin Grohman
CO-TTEE Nancy S White

Officer compensation and complete director data available with membership.

Top Grant Purposes

ADVANCEMENT OF HEALTH,
$12,231,935 5 grants

Financial Trends

Year Revenue Expenses Assets
2024 $3.2M $3.2M $17.3M
2023 $2.4M $3.6M $17.3M
2022 $2.3M $3.3M $18.4M
2020 $1.6M $2.6M $20.9M
2019 $2.1M $2.5M $21.9M

Between 2019 and 2024, reported annual revenue grew from $2.1M to $3.2M (+56%), with total assets most recently reported at $17.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in RI.

RI

Full geographic grant map with state-by-state breakdown available with membership.

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