Julia and Tunnicliff Fox Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 30-6395514

The Julia and Tunnicliff Fox Charitable Trust is a private foundation based in Dallas, Texas. Its 2024 filing states that awards are restricted to charitable organizations in the Commonwealth of Virginia and are not made for scientific or medical purposes.

Julia and Tunnicliff Fox Charitable Trust at a glance

In short: Julia and Tunnicliff Fox Charitable Trust gave $180K across 12 grants in 2025 (avg $15K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$180,000
+12.5% vs 2024
Grants made (2025)
12
-14.3% vs 2024
Average grant
$15,000
+31.2% vs 2024
Median grant
$15,000
Total assets
$4,115,823
+2.7% vs 2024
Primary geography
Virginia (92% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

How to apply to Julia and Tunnicliff Fox Charitable Trust

How to Apply

The 2024 filing says the foundation does not restrict giving to preselected organizations. It lists Lee Parker at Bank of America as the contact and directs applicants to Bank of America’s philanthropic grant-search materials. The filing states that awards are restricted to charitable organizations in the Commonwealth of Virginia and are not made for scientific or medical purposes.

Review Cycle
None listed on the 2024 filing.
Deadline
None listed on the 2024 filing.
Contact

Application contact: Lee Parker Bank Of America
Mailing address: PO Box 26688, Richmond, VA 23261-6688
Phone: (202) 442-7460

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Julia and Tunnicliff Fox Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Sportable Richmond Adaptive: $15KSportable Richmond Adaptive$15KVersability Resources: $15KVersability Resources$15KNextup RVA: $15KNextup RVA$15KAlexandria Symphony Orchestra Inc: $15KAlexandria Symphony OrchestraInc$15KRichmond Ballet Inc: $15KRichmond Ballet Inc$15KSheltering Arms Foundation: $15KSheltering Arms Foundation$15KTidewater Arts Outreach: $15KTidewater Arts Outreach$15KHigher Achievement Program: $15KHigher Achievement Program$15KSOAR365: $15KSOAR365$15KArt 180: $15KArt 180$15K

The largest 2025 recipient was Sportable Richmond Adaptive ($15K). Together the top 10 received $150K.

Grant Size Distribution

35 grants across all recorded years

35<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 35 grants of 35 (100%).

Geographic Focus

Where this funder awards grants

The 2024 filing states a restriction to charitable organizations in the Commonwealth of Virginia. In 2025, 92% of grant dollars went to recipients in Virginia and 8% to recipients in Washington, DC.

Grant Distribution by State

2states

Share of 2025 grant dollars across all 12 itemized grants.

Cities

RichmondAlexandriaMechanicsvlleNorfolkWashingtonHamptonHopewellLynchburgRoanokeWashington Dc

How Julia and Tunnicliff Fox Charitable Trust gives

  • 58% of 2025 grantees were also funded in 2024. Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K9 grants2020 8 grants2021 0 grants2022 1 grant2023 14 grants2024 12 grants2025

From 2020 to 2025, annual grant giving ranged from $10K (2023) to $180K (2025). In 2025 it made 12 grants totaling $180K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Sportable Richmond Adaptive Richmond, VAUnrestricted General$15,000
Versability Resources Hampton, VAUnrestriced General Support$15,000
Nextup RVA Richmond, VAUnrestricted General$15,000
Alexandria Symphony Orchestra Inc Alexandria, VAUnrestricted General$15,000
Richmond Ballet Inc Richmond, VAUnrestricted General$15,000
Sheltering Arms Foundation Mechanicsvlle, VAUnrestricted General$15,000
Tidewater Arts Outreach Norfolk, VAUnrestricted General$15,000
Higher Achievement Program Washington, DCUnrestricted General$15,000
SOAR365 Richmond, VAUnrestricted General$15,000
Art 180 Richmond, VAUnrestricted General$15,000
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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$4,115,823$373,043$264,531$180,00012$215,549$327,081$225,310
2024$4,008,286$130,109$230,995$160,00014$192,501$81,342$209,689
2023$3,995,512$-149,200$73,124$10,0001$39,143$43,510$188,278
2022$4,148,275$367,371$97,899——$31,515$326,989$199,075
2021$4,185,209$1,148,826$179,917$115,0008—$1,114,732$190,450
2020$3,007,832$54,904$222,812$150,0009—$45,101$175,337

Under IRS private-foundation payout rules, Julia and Tunnicliff Fox Charitable Trust reported a distributable amount of $225K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the trust is provided. Its 2025 grants went to organizations whose own stated missions include advancing performing arts in the Richmond region, providing arts engagement for older adults and people in isolating circumstances, and expanding youth access to learning experiences outside the classroom.

Other 2025 recipients describe missions involving middle-school education and mentorship, accessible music and education programs, and support for hospital and rehabilitation missions. These are the grantees’ stated missions, not stated priorities of the trust.

Grantmaking

In filing year 2025, the trust awarded 12 grants totaling $180,000. Each grant was $15,000. Recipients included Sportable Richmond Adaptive, VersAbility Resources, NextUp RVA, Alexandria Symphony Orchestra, Richmond Ballet, Sheltering Arms Foundation, Tidewater Arts Outreach, Higher Achievement Program, SOAR365, ART 180, Richmond Performing Arts Alliance, and Cristo Rey Richmond. Most grants were listed for unrestricted general support; the grant to Cristo Rey Richmond was for corporate work-study support.

Leadership & Key People

Leadership team and compensation from IRS filings

Bank of America is listed as co-trustee on the 2025 filing.

Julia and Tunnicliff Fox Charitable Trust's only listed officer is Bank Of America, Co-Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Co-Trustee

    On filings since 2020

    1 hr/week

    $44K (2020) → $60K (2025)

Former officers (1)
  • Former: John B. O'Grady (2020–2021) — Co-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

Bank of America — Co-Trustee: $60KBank of AmericaCo-Trustee$60K

The highest reported compensation on the 2025 filing was $60K, to Bank of America (Co-Trustee).

Frequently asked questions about Julia and Tunnicliff Fox Charitable Trust

How much does Julia and Tunnicliff Fox Charitable Trust give each year?

Julia and Tunnicliff Fox Charitable Trust gave $180K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $160K across 14 grants.

What is Julia and Tunnicliff Fox Charitable Trust's typical grant size?

Julia and Tunnicliff Fox Charitable Trust's median grant in 2025 was $15,000, and its average grant was $15,000, across 12 grants on its 2025 IRS Form 990-PF.

Where does Julia and Tunnicliff Fox Charitable Trust give grants?

Julia and Tunnicliff Fox Charitable Trust gives mostly in Virginia: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (8%). The most frequent recipient cities were Richmond, VA (7 grants).

Does Julia and Tunnicliff Fox Charitable Trust give general operating support?

Yes: 92% of Julia and Tunnicliff Fox Charitable Trust's 2025 grants with a stated purpose (11 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Julia and Tunnicliff Fox Charitable Trust's largest grantees?

Julia and Tunnicliff Fox Charitable Trust's largest 2025 grantees include Sportable Richmond Adaptive ($15,000), Versability Resources ($15,000) and Nextup RVA ($15,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.

How large is Julia and Tunnicliff Fox Charitable Trust?

Julia and Tunnicliff Fox Charitable Trust reported $4.1M in total assets on its 2025 IRS Form 990-PF. It paid out $216K in qualifying distributions that year, against a required minimum of $225K (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 does Julia and Tunnicliff Fox Charitable Trust fund?

No mission statement for the trust is provided. See mission & focus areas ↑

How do I apply for a grant from Julia and Tunnicliff Fox Charitable Trust?

The 2024 filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Julia and Tunnicliff Fox Charitable Trust's EIN?

Julia and Tunnicliff Fox Charitable Trust's EIN (Employer Identification Number) is 30-6395514. 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. Research dossier generated September 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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Cite this profile

Grantable. (2026). Julia and Tunnicliff Fox Charitable Trust funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/julia-and-tunnicliff-fox-charitable-trust-morg_7184cf30064a470894aa944fc3a48baa

BibTeX
@misc{grantable_306395514_2026,
  author       = {{Grantable}},
  title        = {{Julia and Tunnicliff Fox Charitable Trust funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/julia-and-tunnicliff-fox-charitable-trust-morg_7184cf30064a470894aa944fc3a48baa},
  note         = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Julia and Tunnicliff Fox 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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