Trust Uw M Zalles 7-8219 Wells College
EIN 136761281Total Given 2018–2024
$492K
52 grants · $70K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $3K–$15K
grant size
71%
deep partner · 12/17 multi-year
repeat
$2.4M
Assets (2024)
17
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
DEBBIE L OTTINGER CO JPMORGAN CHAS
Phone
(800) 496-2583
Deadlines
NONE
How to Apply
NONE
Restrictions
SOME GRANTS ARE SPECIFIED BY THE WILL THAT CREATED THE TRUST OTHERS LIMITED TO ORGANIZATIONS DESCRIBED BY IRC SECTION 501(C)(3)
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $78K | $1.8M | $73K | 10 |
| 2019 | N/A | $1.9M | $51K | N/A |
| 2020 | $79K | $2.0M | $60K | 11 |
| 2021 | $98K | $2.3M | $159K | 9 |
| 2022 | $68K | $1.9M | $58K | 4 |
| 2023 | $87K | $2.0M | $128K | 10 |
| 2024 | $81K | $2.4M | $132K | 8 |
Grant Size Distribution
Based on 52 grants on record
Minimum
$1K
25th Pctl
$3K
Median
$5K
Average
$9K
75th Pctl
$15K
Maximum
$30K
Geographic Distribution
Officers & Directors
DB
David Bottoms
Co-Trustee
JN
Jp Morgan Chase Bank Na
Trustee
DB
David Bottoms
Co-Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
DB
David Bottoms
Co-Trustee
JA
Jp Morgan Chase Bank N a
Trustee
DB
David Bottoms
Co-Trustee
DB
David Bottoms
Co-Trustee
JA
Jp Morgan Chase Bank N a
Trustee
JN
JP Morgan Chase Bank NA
Trustee
DB
David Bottoms
Co-Trustee
DB
David Bottoms
Co-Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (52 total)
| Purpose | ||||
|---|---|---|---|---|
| Auburn University Foundation | Auburn, AL | $30,000 | GENERAL | 2024 |
| Bargemusic Ltd | Brooklyn, NY | $25,000 | GENERAL | 2018 |
| Carnegie Hall Corporation | New York, NY | $25,000 | GENERAL | 2018 |
| Carnegie Hall Corporation | New York, NY | $25,000 | GENERAL | 2020 |
| Carnegie Hall Corporation | New York, NY | $25,000 | GENERAL | 2021 |
| Carnegie Hall Corporation | New York, NY | $25,000 | GENERAL | 2023 |
| Auburn University Foundation | Auburn, AL | $25,000 | GENERAL | 2023 |
| Carnegie Hall Corporation | New York, NY | $25,000 | GENERAL | 2022 |
| Auburn University Foundation | Auburn, AL | $23,238 | GENERAL | 2022 |
| Bargemusic Ltd | Brooklyn, NY | $20,881 | GENERAL | 2024 |
| Auburn University Foundation | Auburn, AL | $20,000 | GENERAL | 2021 |
| William and Mary Foundation | Auburn, AL | $15,000 | MUSIC FUND AT WILLIAM & | 2023 |
| William and Mary Foundation | Auburn, AL | $15,000 | MUSIC FUND AT WILLIAM & | 2024 |
| Columbus State University Foundation | Columbus, GA | $15,000 | GENERAL | 2022 |
| Auburn University Foundation | Auburn, AL | $13,000 | GENERAL | 2020 |
| Envision Opelika Foundation Inc | Opelika, AL | $12,276 | GENERAL | 2021 |
| Metropolitan Opera Association Inc | New York, NY | $10,000 | GENERAL | 2020 |
| Williams College | Williamstown, MA | $10,000 | GENERAL | 2021 |
| Visiting Nurse Services of Ny | New York, NY | $10,000 | GENERAL | 2021 |
| Wells College | Aurora, NY | $10,000 | GENERAL | 2021 |
| Envision Opelika Foundation Inc | Opelika, AL | $5,872 | GENERAL | 2020 |
| Williams College | Williamstown, MA | $5,000 | GENERAL | 2018 |
| Visiting Nurse Services of Ny | New York, NY | $5,000 | GENERAL | 2018 |
| Wells College | Aurora, NY | $5,000 | GENERAL | 2018 |
| Marymount Manhattan College | New York City, NY | $5,000 | GENERAL | 2018 |