The Texas State Capitol

Form 990-PFTax year 2024EIN 13-7095254

UW SG Welsh Char Trust

A private foundation in Dallas, TX. Its return for tax year 2024 lists 2 grants and $886,568 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $886,568

    Grants listed
    2
    Assets, end of year
    $15,721,806
  • Tax year 2023

    $807,320

    Grants listed
    2
    Assets, end of year
    $15,277,741
  • Tax year 2022

    $997,852

    Grants listed
    2
    Assets, end of year
    $15,897,389
  • Tax year 2021

    $928,550

    Grants listed
    2
    Assets, end of year
    $17,122,084
  • Tax year 2020

    $839,054

    Grants listed
    2
    Assets, end of year
    $14,895,745
  • Tax year 2019

    $804,468

    Grants listed
    2
    Assets, end of year
    $14,989,816

Grants paid in 2024

2 grants, largest first

As listed on the return.

  1. Harvard UniversityCambridge, MA

    Unrestricted general

    $443,284
  2. Tabor AcademyMarion, MA

    Unrestricted general

    $443,284

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education1 grant $443,284100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts2 grants $886,568

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Bank of AmericaTRUSTEE Hours 1Pay $146,906

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Daniel & Louise M Shipman CharityDallas, TX 5 grants Preselected only $894,655 giving
  2. The Carlson FoundationDallas, TX 19 grants Preselected only $907,000 giving
  3. Ernst Family FoundationDallas, TX 3 grants Preselected only $912,500 giving
  4. Ud Jacoby 1962 for ColumbiaDallas, TX 1 grant Preselected only $861,246 giving
  5. Victor E & Caroline E Schutte FoundationDallas, TX 6 grants Accepts applications $915,000 giving