Charles Hardy Grim and Emily Grove Grim Charitable Trust

Private foundation · Grantmaker Middleburg, VA EIN: 45-2787474

Charles Hardy Grim and Emily Grove Grim Charitable Trust is a private foundation, based in Middleburg, VA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $716K in total assets. In 2025, it awarded 3 grants totaling $30K. Net investment income was $29K.

Charles Hardy Grim and Emily Grove Grim Charitable Trust at a glance

In short: Charles Hardy Grim and Emily Grove Grim Charitable Trust gave $30K across 3 grants in 2025 (avg $10K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$30,000
-50.0% vs 2024
Grants made (2025)
3
-40.0% vs 2024
Average grant
$10,000
-16.7% vs 2024
Median grant
$10,000
Total assets
$716,455
+6.3% vs 2024
Primary geography
Virginia (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who Charles Hardy Grim and Emily Grove Grim Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Foxridge Apartments: $3KFoxridge Apartments$3K

The largest 2025 recipient was Foxridge Apartments ($3K).

Organizations only. It also paid 2 individual scholarships ($26,988), which are not listed by name.

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 27 grants of 27 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

BlacksburgWarrenton

How Charles Hardy Grim and Emily Grove Grim Charitable Trust gives

  • Giving grew 50% from 2022 to 2025. Method
  • In 2025 it paid out 58% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K2 grants2019 6 grants2020 6 grants2021 4 grants2022 9 grants2023 5 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $20K (2022) to $67K (2021). In 2025 it made 3 grants totaling $30K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
2 individual scholarships Recipients not named —$26,988
Foxridge Apartments Blacksburg, VARent for Hunter Legge$3,012
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$716,455$89,469$47,289$30,0003$42,096$28,567$72,478
2024$674,269$52,011$76,516$60,0005$71,599$26,822$68,262
2023$698,775$42,737$79,592$64,0009$74,872$27,185$61,126
2022$718,663$54,008$35,936$20,0004$31,043$24,014$62,583
2021$701,058$54,607$82,863$66,6676$77,967$22,904$65,901
2020$729,347$26,566$48,916$33,3346—$23,955$55,478
2019$771,409$102,064$46,734$30,0002—$97,522$53,061

Under IRS private-foundation payout rules, Charles Hardy Grim and Emily Grove Grim Charitable Trust reported a distributable amount of $72K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Charles Hardy Grim and Emily Grove Grim Charitable Trust's only listed officer is Atlantic Union Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Atlantic Union Bank

    Trustee

    On filings since 2021

    2 hrs/week

    $10K (2021) → $11K (2025)

Former officers (1)
  • Former: Middleburg Financial (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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 Bank — Trustee: $11KAtlantic Union BankTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to Atlantic Union Bank (Trustee).

Frequently asked questions about Charles Hardy Grim and Emily Grove Grim Charitable Trust

How much does Charles Hardy Grim and Emily Grove Grim Charitable Trust give each year?

Charles Hardy Grim and Emily Grove Grim Charitable Trust gave $30K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 5 grants.

What is Charles Hardy Grim and Emily Grove Grim Charitable Trust's typical grant size?

Charles Hardy Grim and Emily Grove Grim Charitable Trust's median grant in 2025 was $10,000, and its average grant was $10,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does Charles Hardy Grim and Emily Grove Grim Charitable Trust give grants?

Charles Hardy Grim and Emily Grove Grim Charitable Trust gives mostly in Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Charles Hardy Grim and Emily Grove Grim Charitable Trust give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Charles Hardy Grim and Emily Grove Grim Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.

How large is Charles Hardy Grim and Emily Grove Grim Charitable Trust?

Charles Hardy Grim and Emily Grove Grim Charitable Trust reported $716K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $72K (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 Charles Hardy Grim and Emily Grove Grim Charitable Trust's EIN?

Charles Hardy Grim and Emily Grove Grim Charitable Trust's EIN (Employer Identification Number) is 45-2787474. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 5, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 17, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 19, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS June 15, 2026)
  8. IRS filings on file for fiscal years 2019–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Charles Hardy Grim and Emily Grove Grim Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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