Trust Uw Of Herbert A Chase | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Trust Uw Of Herbert A Chase. Data shown is extracted from Form 990-PF filings.

EIN: 04-6122652

Foundation Overview

Based in Dallas, TX, Trust Uw Of Herbert A Chase has awarded 37 grants totaling $474,891 to organizations in Massachusetts. Individual grants range from $5,071 to $28,020, with a median award of $14,143.

Latest Tax Year
2024
Total Giving (all years)
$474,891
Total Assets
$1,342,706
Median Grant (all grants)
$14,143

Latest Form 990-PF Snapshot

Total Grants
8
Median Grant
$9,792
% Median Grant Decline
-32% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 8 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Massachusetts

100% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Haverhill (51%), Boston (24%), Beverly (24%).

Funding Trajectory
-18%

Declining funding trend with 18% decrease over 4 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Trust Uw Of Herbert A Chase's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Grand Lodge Of Masons $18,494 Boston, MA, US Unrestricted General 2024
Haverhill Ymca Of The North Shore $5,440 Beverly, MA, US Unrestricted General 2024
Haverhill Boys Club $5,440 Haverhill, MA, US Unrestricted General 2024
City Of Haverhill $14,143 Haverhill, MA, US Unrestricted General 2024
Grand Lodge Of Masons $18,494 Boston, MA, US Unrestricted General 2024
Haverhill Ymca Of The North Shore $5,440 Beverly, MA, US Unrestricted General 2024
Haverhill Boys Club $5,440 Haverhill, MA, US Unrestricted General 2024
City Of Haverhill $14,143 Haverhill, MA, US Unrestricted General 2024
Grand Lodge Of Masons $28,020 Boston, MA, US Unrestricted General 2023
Haverhill Ymca Of The North Shore $7,492 Beverly, MA, US Unrestricted General 2023
Haverhill Boys Club $7,492 Haverhill, MA, US Unrestricted General 2023
City Of Haverhill $21,180 Haverhill, MA, US Unrestricted General 2023
Grand Lodge Of Masons $28,020 Boston, MA, US Unrestricted General 2023
Haverhill Ymca Of The North Shore $7,492 Beverly, MA, US Unrestricted General 2023
Haverhill Boys Club $7,492 Haverhill, MA, US Unrestricted General 2023
City Of Haverhill $21,180 Haverhill, MA, US Unrestricted General 2023
Grand Lodge Of Masons $20,282 Boston, MA, US Unrestricted General 2022
Haverhill Ymca Of The North Shore $5,071 Beverly, MA, US Unrestricted General 2022
Haverhill Boys Club $5,071 Haverhill, MA, US Unrestricted General 2022
City Of Haverhill $15,212 Haverhill, MA, US Unrestricted General 2022
Grand Lodge Of Masons $20,282 Boston, MA, US Unrestricted General 2022
Haverhill Ymca Of The North Shore $5,071 Beverly, MA, US Unrestricted General 2022
Haverhill Boys Club $5,071 Haverhill, MA, US Unrestricted General 2022
City Of Haverhill $15,212 Haverhill, MA, US Unrestricted General 2022
Grand Lodge Of Masons $20,282 Boston, MA, US Unrestricted General 2022
Haverhill Ymca Of The North Shore $5,071 Beverly, MA, US Unrestricted General 2022
Haverhill Boys Club $5,071 Haverhill, MA, US Unrestricted General 2022
City Of Haverhill $15,212 Haverhill, MA, US Unrestricted General 2022
Grand Lodge Of Masons $24,110 Boston, MA, US Unrestricted General 2021
Stevens-bennett Home Inc $15,443 Haverhill, MA, US Unrestricted General 2021
Haverhill Ymca Of The North Shore $6,028 Beverly, MA, US Unrestricted General 2021
Haverhill Boys Club $6,028 Haverhill, MA, US Unrestricted General 2021
City Of Haverhill $18,083 Haverhill, MA, US Unrestricted General 2021
Haverhill Ymca Of The North Shore $5,877 Beverly, MA, US Unrestricted General 2020
Haverhill Boys Club $5,877 Haverhill, MA, US Unrestricted General 2020
City Of Haverhill $17,629 Haverhill, MA, US Unrestricted General 2020
Grand Lodge Of Masons $23,506 Boston, MA, US Unrestricted General 2020

Foundations Similar to Trust Uw Of Herbert A Chase

Discover 5 foundations with comparable assets ($1,341,032-$1,348,551), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 47-5248507 | 45 grants awarded
$1,344,002
(≈ Similar)
$10,000
median grant
Dallas, TX
Same state
100%
Excellent match

EIN: 20-7322748 | 36 grants awarded
$1,344,236
(≈ Similar)
$28,169
median grant
Addison, TX
Same state
100%
Excellent match

EIN: 51-0196032 | 655 grants awarded
$1,341,032
(≈ Similar)
$10,000
median grant
Irving, TX
Same state
100%
Excellent match

EIN: 74-2805235 | 34 grants awarded
$1,346,654
(≈ Similar)
$12,250
median grant
Giddings, TX
Same state
100%
Excellent match

EIN: 95-6308633 | 72 grants awarded
$1,348,551
(≈ Similar)
$8,022
median grant
Dallas, TX
Same state
100%
Excellent match

Contact Information

Official contact details for Trust Uw Of Herbert A Chase as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-6122652
Website N/A
Address PO BOX 653067 Dallas, TX 75265-3067

Key People (1)

Board members, trustees, and key staff who oversee Trust Uw Of Herbert A Chase's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Bank Of America

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Trust Uw Of Herbert A Chase is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.