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. 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.
Ready to take the next step with Annie M Cooksey Trust 843 Co Union Bank &?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was Reynolds Memorial Baptist Church ($5K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Reynolds Memorial Baptist Church Sperryville, VA | General Operations | $4,663 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 23, 2025)
- 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
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.
Here's the math on researching Annie M Cooksey Trust 843 Co Union Bank & by hand.
Explore Open Grants
Browse active grant opportunities in Annie M Cooksey Trust 843 Co Union Bank &'s focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Virginia
Isaac B Lawton Tuw
Dallas, TX
Assets
$954K
Grants
2
Total Given
$36K
The Calvin & Marilyn Vogt Foundation
Tulsa, OK
Assets
$116K
Grants
1
Total Given
$30K
LPL Financial Foundation Inc
Boston, MA
Assets
$7.8M
Grants
55
Total Given
$2.3M
Sendme Foundation
Porter, OK
The SENDME FOUNDATION funds varied charitable work, including children’s development and Christian ministry, primarily in Oklahoma, with smaller amounts going to other states. Its 2025 grants ranged from $3,000 to $30,000, with a median of $6,000; it gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.1M
Grants
12
Total Given
$129K
Mary Frances Cooper Tr UA
Danville, VA
Assets
$1.6M
Grants
1
Total Given
$141K
The Hedrick Family Foundation
Salisbury, NC
The Hedrick Family Foundation supports a range of charitable work, including child and family services, science education, athletics, housing, and community support, with nearly all of its giving in North Carolina. Its 2025 grants ranged from $100 to $126,000, with a median of $1,500. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.2M
Grants
101
Total Given
$421K
Reinsch Pierce Family Foundation Inc
Arlington, VA
The foundation funds charitable organizations in areas including health care and research, higher education, the arts, museums, and community needs, with most of its giving going to Virginia and some to Washington, DC, Maryland, and North Carolina. In 2024, grants ranged from $100 to $502,000, with a median of $1,000; it accepts written applications, with no stated deadlines or award restrictions.
Assets
$17.8M
Grants
94
Total Given
$1.7M
The Vermont Community Foundation
Middlebury, VT
The Vermont Community Foundation funds nonprofits working on economic equity, education, health, climate, democracy, and community resilience, with a focus on Vermont communities. Its 2024 grants had a median amount of $18,000, though giving varied widely; some programs list awards from $250 to $25,000. RALI is invitation-only, and the Paul Post Fund accepts applications on a rolling basis; the profile does not state whether other programs accept unsolicited requests.
Assets
$370.6M
Grants
728
Total Given
$46.3M
Charles a Cannon Trust No 1
Concord, NC
The trust supports named charitable beneficiaries in areas including healthcare, human services, higher education, churches, and community projects, primarily in North Carolina, with some funding in South Carolina. Its 2026 grants ranged from $5,000 to $6.45 million, with a median of $48,000. It accepts applications only from named beneficiaries and does not accept unsolicited requests.
Assets
$415.5M
Grants
133
Total Given
$16.8M
Community Foundation of Central MO
Columbia, MO
The Community Foundation of Central Missouri funds nonprofits and other eligible organizations working in areas such as education, health, arts and culture, animals, and human services in 10 central Missouri counties. Its 2024 grants ranged from $5,100 to $512,500, with a median award of $12,520; annual Community Support Grants are typically $500–$1,500. Its materials describe online application processes but do not state whether it accepts unsolicited requests.
Assets
$15.7M
Grants
53
Total Given
$2.1M
Jack Kent Cooke Foundation
Lansdowne, VA
The Jack Kent Cooke Foundation funds education programs that help exceptionally promising students with financial need, including college access, academic enrichment, and support for talented students. Its 2025 grants ranged from $6 to $515,000, with a median of $7,702; it funds across the United States, with most grant dollars going to Virginia. It does not restrict giving to preselected organizations and directs applicants to its website for current application instructions and eligibility.
Assets
$940.1M
Grants
1,419
Total Given
$25.1M
More Funders in Virginia
Annie M Cooksey Trust 843 Co Union Bank & down — hundreds of funders to go?