Anne W Taylor Residuary Trust

RICHMOND, VA EIN: 20-6521401

Anne W Taylor Residuary Trust is a private foundation, based in RICHMOND, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 10 grants totaling $80K. Net investment income was $82K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-4.5% YoY

Annual Giving

$80K

-7.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

-7.6% YoY

Under IRS private-foundation payout rules, Anne W Taylor Residuary Trust reported a distributable amount of $136K for 2024 — the minimum it must pay out in qualifying distributions.

About Anne W Taylor Residuary Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $440K (100%)

States

Virginia

Cities

BrooknealRichmond

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,279,052	$1,339,121	$1,465,052
Revenue	$91,148	$27,384	$103,961
Expenses	$151,217	$143,477	$136,600
Qualifying Distributions	$142,398	$120,818	$111,758
Net Investment Income	$82,329	$35,326	$79,119
Distributable Amount	$135,608	$118,682	$122,719

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

50 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Grace Holy Trinity Endowment Fund ($15,000), The Virginia Home ($15,000), Children's Hospital ($10,000).

Recipient	Purpose	Amount
Children's Hospital Richmond, VA	To aid in medical care for children	$10,000
Grace Holy Trinity Endowment Fund Richmond, VA	Endowment Fund	$15,000
Hollywood Cemetery Richmond, VA	Endowment	$5,000
Doorways Richmond, VA	To provide accomodations for families with sick children	$5,000
Jackson Field Homes Richmond, VA	Behavioral health services for children	$5,000
Patrick Henry Boys Girls Plantation Brookneal, VA	Provides homes for childen in refuges	$5,000
Taylor Reeves HARF Trust Richmond, VA	To aid Down Syndrome individuals	$10,000
The Community Foundation Richmond, VA	To aid needy families	$5,000
The Virginia Home Richmond, VA	To provide aid to handicapped individuals	$15,000
Virginia Home for Boys Girls Richmond, VA	To help children with behavioral issues	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Bowlman T Bowles Jr	Trustee	15	$27,411
Churchill G Bowles	Trustee	16	$27,412

Frequently Asked Questions

How large is Anne W Taylor Residuary Trust?

As of 2024, Anne W Taylor Residuary Trust holds $1.3M in total assets with $91K in annual revenue. It awarded 10 grants totaling $80K in 2024.

Where does Anne W Taylor Residuary Trust operate?

Anne W Taylor Residuary Trust has awarded grants in Virginia.

What size grants does Anne W Taylor Residuary Trust award?

In 2024, Anne W Taylor Residuary Trust awarded 10 grants totaling $80K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Anne W Taylor Residuary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Anne W Taylor Residuary Trust reported a distributable amount of $136K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.