Annie M Cooksey Trust 843 Co Union Bank &

Private foundation · Grantmaker Glen Allen, VA EIN: 54-6280318
Religion

Annie M Cooksey Trust 843 Co Union Bank & is a private foundation focused on Religion, based in Glen Allen, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $91K in total assets. In 2025, it awarded 1 grant totaling $5K. Net investment income was $2K.

Key facts about Annie M Cooksey Trust 843 Co Union Bank &

In short: Annie M Cooksey Trust 843 Co Union Bank & gave $5K across 1 grant in 2025 (avg $5K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

EIN
54-6280318
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$4,663
Grants made (2025)
1
Average grant
$4,663
Median grant
$4,663
Total assets
$90,985
Primary geography
Virginia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$91K

-3.2% YoY

Annual Giving

$5K

-17.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$5K

-17.8% YoY

Under IRS private-foundation payout rules, Annie M Cooksey Trust 843 Co Union Bank & reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.

How Annie M Cooksey Trust 843 Co Union Bank & gives

  • Giving held roughly steady from 2022 to 2025 (−11%). Method
  • In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Sperryville

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $5K (2023) to $6K (2024). In 2025 it made 1 grant totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Reynolds Memorial Baptist Church: $5KReynolds Memorial BaptistChurch$5K

The largest 2025 recipient was Reynolds Memorial Baptist Church ($5K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Reynolds Memorial Baptist Church Sperryville, VAGeneral Operations$4,663

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$90,985$93,969$95,997
Revenue$4,512$6,380$4,298
Expenses$7,450$8,407$7,229
Qualifying Distributions$5,330$6,339$5,204
Net Investment Income$2,484$4,368$2,288
Distributable Amount$5,459$5,327$6,337

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 23, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)

Leadership & Key People

Officers and directors from IRS filings

Annie M Cooksey Trust 843 Co Union Bank & is led by Atlantic Union, Trustee on every filing since 2023 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Atlantic Union

    Trustee

    On filings since 2023

    1 hr/week

    $2K (2023) → $2K (2025)

Former officers (1)
  • Former: Atlantic Union bank (2020–2022) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Atlantic Union — Trustee: $2KAtlantic UnionTrustee$2K

The highest reported compensation on the 2025 filing was $2K, to Atlantic Union (Trustee).

Frequently asked questions about Annie M Cooksey Trust 843 Co Union Bank &

How much does Annie M Cooksey Trust 843 Co Union Bank & give each year?

Annie M Cooksey Trust 843 Co Union Bank & gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 1 grant.

How large is Annie M Cooksey Trust 843 Co Union Bank &?

Annie M Cooksey Trust 843 Co Union Bank & reported $91K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Annie M Cooksey Trust 843 Co Union Bank &?

Annie M Cooksey Trust 843 Co Union Bank & is a private foundation focused on Religion, based in Glen Allen, VA. It holds $91K in total assets as of 2025.

Where does Annie M Cooksey Trust 843 Co Union Bank & operate?

Annie M Cooksey Trust 843 Co Union Bank & has awarded grants in Virginia.

What is Annie M Cooksey Trust 843 Co Union Bank &'s EIN?

Annie M Cooksey Trust 843 Co Union Bank &'s EIN (Employer Identification Number) is 54-6280318. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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