Hamilton M Baskerville Tr UA
Hamilton M Baskerville Tr UA is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $7.1M in total assets. In 2026, it awarded 5 grants totaling $382K. Net investment income was $1.0M.
Hamilton M Baskerville Tr UA at a glance
In short: Hamilton M Baskerville Tr UA gave $382K across 5 grants in 2026 (avg $76K), mostly in Virginia. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $382,170
- +1.0% vs 2025
- Grants made (2026)
- 5
- +0.0% vs 2025
- Average grant
- $76,434
- +1.0% vs 2025
- Median grant
- $76,434
- Total assets
- $7,128,092
- +5.2% vs 2025
- Primary geography
- Virginia (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Hamilton M Baskerville Tr UA funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2026
The largest 2026 recipient was Westminster Canterbury ($76K). Together the top 5 received $382K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was in the $50–100K range: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 5 itemized grants.
States
Cities
How Hamilton M Baskerville Tr UA gives
- Giving held roughly steady from 2023 to 2026 (−5%). Method
- In 2026 it paid out 103% of its IRS minimum distribution (the 5% rule). 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
From 2020 to 2026, annual grant giving ranged from $339K (2020) to $410K (2022). In 2026 it made 5 grants totaling $382K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Westminster Canterbury Richmond, VA | Unrestricted General | $76,434 |
| Friends' Association for Children Richmond, VA | Unrestricted General | $76,434 |
| Protestant Episcopal Theological Alexandria, VA | Unrestricted General | $76,434 |
| Sheltering Arms Hospital Mechanicsvlle, VA | Unrestricted General | $76,434 |
| VCU Children's Hospital Richmond, VA | Unrestricted General | $76,434 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $7,128,092 | $1,091,285 | $487,121 | $382,170 | 5 | $417,577 | $1,030,114 | $406,396 |
| 2025 | $6,773,927 | $696,065 | $475,691 | $378,275 | 5 | $409,492 | $631,544 | $388,281 |
| 2024 | $6,543,223 | $169,349 | $447,761 | $366,590 | 5 | $394,774 | $120,620 | $355,713 |
| 2023 | $6,806,282 | $-153,607 | $494,754 | $401,309 | 5 | $428,789 | $88,617 | $360,780 |
| 2022 | $7,493,398 | $1,526,246 | $499,531 | $410,340 | 5 | $440,596 | $1,462,740 | $409,978 |
| 2021 | $6,512,312 | $511,925 | $457,036 | $368,480 | 5 | — | $463,446 | $353,720 |
| 2020 | $6,396,838 | $551,685 | $410,829 | $339,265 | 5 | — | $524,702 | $340,628 |
Under IRS private-foundation payout rules, Hamilton M Baskerville Tr UA reported a distributable amount of $406K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hamilton M Baskerville Tr UA's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$74K (2022) → $81K (2026)
Former officers (1)
- Former: Bank Of America NA (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $81K, to Bank of America (Trustee).
Frequently asked questions about Hamilton M Baskerville Tr UA
How much does Hamilton M Baskerville Tr UA give each year?
Hamilton M Baskerville Tr UA gave $382K across 5 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $378K across 5 grants.
What is Hamilton M Baskerville Tr UA's typical grant size?
Hamilton M Baskerville Tr UA's median grant in 2026 was $76,434, and its average grant was $76,434, across 5 grants on its 2026 IRS Form 990-PF.
Where does Hamilton M Baskerville Tr UA give grants?
Hamilton M Baskerville Tr UA gives mostly in Virginia: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Richmond, VA (3 grants).
Does Hamilton M Baskerville Tr UA give general operating support?
Yes: 100% of Hamilton M Baskerville Tr UA's 2026 grants with a stated purpose (5 of 5) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Hamilton M Baskerville Tr UA's largest grantees?
Hamilton M Baskerville Tr UA's largest 2026 grantees include Westminster Canterbury ($76,434), Friends' Association for Children ($76,434) and Protestant Episcopal Theological ($76,434), according to its 2026 IRS Form 990-PF. Together they received 60% of its itemized 2026 grant dollars.
How large is Hamilton M Baskerville Tr UA?
Hamilton M Baskerville Tr UA reported $7.1M in total assets on its 2026 IRS Form 990-PF. It paid out $418K in qualifying distributions that year, against a required minimum of $406K (roughly 5% of its investment assets).
What is Hamilton M Baskerville Tr UA?
Hamilton M Baskerville Tr UA is a private foundation focused on Education, based in Dallas, TX. It holds $7.1M in total assets as of 2026.
What is Hamilton M Baskerville Tr UA's EIN?
Hamilton M Baskerville Tr UA's EIN (Employer Identification Number) is 54-6204609. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 28, 2025)
- Updated Form 990-PF for fiscal year 2026 (received by the IRS May 7, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 17, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 24, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 31, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2024)
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