A D Williams & Sue W Massie Fund

DALLAS, TX EIN: 54-6034753

A D Williams & Sue W Massie Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $10.3M in total assets. In 2025, it awarded 1 grants totaling $530K. Net investment income was $478K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$10.3M

-0.7% YoY

Annual Giving

$530K

-1.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$530K

-1.8% YoY

Under IRS private-foundation payout rules, A D Williams & Sue W Massie Fund reported a distributable amount of $616K for 2025 — the minimum it must pay out in qualifying distributions.

About A D Williams & Sue W Massie Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $2.7M (100%)

States

Virginia

Cities

Richmond

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$10,348,851	$10,418,839	$10,500,291
Revenue	$498,899	$487,669	$346,095
Expenses	$567,939	$569,587	$563,491
Qualifying Distributions	$540,577	$549,666	$545,988
Net Investment Income	$478,438	$469,740	$322,955
Distributable Amount	$616,468	$576,903	$548,542

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Agecroft Association ($529,564).

Recipient	Purpose	Amount
AGECROFT ASSOCIATION RICHMOND, VA	UNRESTRICTED GENERAL	$529,564

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$8,816

Frequently Asked Questions

How large is A D Williams & Sue W Massie Fund?

As of 2025, A D Williams & Sue W Massie Fund holds $10.3M in total assets with $499K in annual revenue. It awarded 1 grants totaling $530K in 2025.

Where does A D Williams & Sue W Massie Fund operate?

A D Williams & Sue W Massie Fund has awarded grants in Virginia.

What size grants does A D Williams & Sue W Massie Fund award?

In 2025, A D Williams & Sue W Massie Fund awarded 1 grants totaling $530K — an average of about $530K per grant, based on its IRS Form 990 filings.

How much is A D Williams & Sue W Massie Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, A D Williams & Sue W Massie Fund reported a distributable amount of $616K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is A D Williams & Sue W Massie Fund's EIN?

A D Williams & Sue W Massie Fund's EIN (Employer Identification Number) is 54-6034753. IRS Form 990 filing data is available on this page for 2021–2025.