Private Foundation

UW SG WELSH CHAR TRUST

UW SG WELSH CHAR TRUST, of DALLAS, TX, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $1.5M in revenue, $1.1M in expenses, $15.7M in total assets. IRS filings disclose 12 grants awarded by this foundation, totaling roughly $5.3M.

EIN: 137095254 DALLAS, TX Latest filing: 2024

Total Revenue$1.5M

Total Expenses$1.1M

Total Assets$15.7M

Grants Given12

Grant Total$5.3M

Filing Years2020–2024

Sample Grants Given

TABOR ACADEMY

MARION, MA · 2024

UNRESTRICTED GENERAL

$443,284

HARVARD UNIVERSITY

CAMBRIDGE, MA · 2024

UNRESTRICTED GENERAL

$443,284

TABOR ACADEMY

MARION, MA · 2023

UNRESTRICTED GENERAL

$403,660

HARVARD UNIVERSITY

CAMBRIDGE, MA · 2023

UNRESTRICTED GENERAL

$403,660

HARVARD UNIVERSITY

CAMBRIDGE, MA · 2022

UNRESTRICTED GENERAL

$498,926

Showing up to 5 of 12 total records — full history available with membership.

Officers & Directors

TRUSTEE Bank Of America

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GENERAL

$5,263,812 12 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$1.5M	$1.1M	$15.7M
2023	$301K	$961K	$15.3M
2022	$-475K	$1.2M	$15.9M
2021	$3.2M	$1.1M	$17.1M
2020	$839K	$986K	$14.9M

Between 2020 and 2024, reported annual revenue grew from $839K to $1.5M (+79%), with total assets most recently reported at $15.7M.

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

Grant Geography

Grants from this foundation were reported to recipients in MA.

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

See the full picture for UW SG WELSH CHAR TRUST

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