JAMES CASE TR UW 08291955

JAMES CASE TR UW 08291955 · GetFunded

Financials

Giving

$352K

FY2025 · qualifying distributions

Total assets

$4.5M

FY2025 · end of year

Revenue

$399K

FY2025

Expenses

$399K

FY2025

Giving by year

Total assets by year

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2025	990-PF	$398,874	$398,798	$351,684	$4,514,653

Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.

Grants paid

28 on file

Recipient	Purpose	Amount	Year	Source
B P O ELKS CHARITY FUND OF FKLN LODGE 11FRANKLIN, PA	GENERAL OPERATING PURPOSES	$18,427	2019

Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.

Officers and directors

Name	Title	Hours / week	Compensation
Bny Mellon N A	TRUSTEE	1	$62,116

From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.

JAMES CASE TR UW 08291955

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What its returns show

JAMES CASE TR UW 08291955

Can I apply?

What its returns show

Financials

What they fund

Grants paid

Officers and directors