Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation
The Richard Wood Averill Charitable Trust, also known as the Richard Wood Averill Foundation, is a private foundation based in Winston Salem, North Carolina. Its 2025 grants supported organizations in North Carolina, Virginia, Washington, DC, and Maryland, with listed purposes including education, medical purposes, veterans support, and civic charities.
Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation at a glance
In short: Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation gave $237K across 28 grants in 2025 (avg $8K), mostly in North Carolina. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $236,500
- +32.4% vs 2024
- Grants made (2025)
- 28
- +16.7% vs 2024
- Average grant
- $8,446
- +13.5% vs 2024
- Median grant
- $2,500
- Total assets
- $3,518,040
- +6.1% vs 2024
- New grantees (estimate)
- 32% first-time grantees (9 of 28, 2025)
- Primary geography
- North Carolina (55% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 25462, Winston Salem, NC 27114
Phone: (336) 946-2361
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was George Mason University Foundation Inc ($73K). Together the top 10 received $198K.
Grant Size Distribution
158 grants across all recorded years
The most common grant size was under $50K: 157 grants of 158 (99%).
Geographic Focus
Where this funder awards grants
In 2025, 55% of grant dollars went to recipients in North Carolina, 42% to Virginia, 2% to Washington, DC, and 1% to Maryland.
Grant Distribution by State
Share of 2025 grant dollars across all 28 itemized grants.
States
Cities
Is Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation open to new grantees?
32%
first-time grantees, 2025
In 2025, 9 of 28 grantees (32%) were first-time recipients. First grants averaged $3K; repeat grants $11K. How we count
Medians: $3K first-time, $5K repeat.
- 46% of 2025 grantees were also funded in 2024. Method
- Giving grew 35% from 2022 to 2025. Method
- In 2025 it paid out 149% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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
From 2019 to 2025, annual grant giving ranged from $175K (2022) to $237K (2025). In 2025 it made 28 grants totaling $237K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| George Mason University Foundation Inc Fairfax, VA | Education | $72,500 |
| Senior Services Winston-Salem, NC | Civic Charities | $30,000 |
| Atrium Wake Forest Baptist Health Winston-Salem, NC | Medical Purposes | $25,000 |
| Winston-Salem Symphony Winston-Salem, NC | Civic Charities | $20,000 |
| Samaritan Ministries Winston-Salem, NC | Civic Charities | $15,000 |
| Trellis Supportive Care Winston-Salem, NC | Veterans Support | $10,000 |
| Fairfax United Methodist Church Fairfax, VA | Civic Charities | $10,000 |
| Alexandria Police Youth Camp Kilmarnock, VA | Civic Charities | $5,000 |
| TYDE YMCA Swim Team Winston-Salem, NC | Civic Charities | $5,000 |
| Philanthropy Roundtable Washington, DC | Contribution to Charitible Foundation | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,518,040 | $278,893 | $244,074 | $236,500 | 28 | $240,582 | $278,957 | $161,038 |
| 2024 | $3,315,332 | $204,495 | $190,842 | $178,590 | 24 | $180,446 | $204,495 | $144,242 |
| 2023 | $3,129,921 | $130,957 | $189,584 | $178,950 | 33 | $180,388 | $130,957 | $143,962 |
| 2022 | $2,880,601 | $103,290 | $188,027 | $175,350 | 35 | $188,027 | $103,290 | $155,591 |
| 2021 | $3,735,449 | $237,710 | $205,124 | $191,730 | 38 | $205,124 | $237,710 | $176,228 |
| 2020 | $3,441,435 | $87,724 | $188,011 | $182,485 | 37 | — | $84,449 | $149,328 |
| 2019 | $3,195,180 | $74,168 | $189,802 | $178,246 | 43 | — | $71,760 | $150,471 |
Under IRS private-foundation payout rules, Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation reported a distributable amount of $161K 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 foundation is provided. Its 2025 filings list grants for education, medical purposes, veterans support, civic charities, and a contribution to a charitable foundation. Examples of supported organizations include Senior Services, whose mission is to help older adults remain at home and live with dignity, and Samaritan Ministries, whose mission is to provide food, shelter, and hope through Christian love. Winston-Salem Street School describes its mission as serving students facing challenges in traditional high school settings and equipping them with skills and education.
Grantmaking
In 2025, the foundation made 28 grants totaling $236,500. Grants ranged from $1,000 to $72,500, with a median of $2,500. It made 24 grants totaling $178,590 in 2024 and 33 grants totaling $178,950 in 2023.
The largest reported 2025 grants were $72,500 to George Mason University Foundation Inc. for education; $30,000 to Senior Services for civic charities; $25,000 to Atrium Wake Forest Baptist Health for medical purposes; $20,000 to Winston-Salem Symphony for civic charities; and $15,000 to Samaritan Ministries for civic charities.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Lawrence H Averill as President and Trustee, Elizabeth A Tacik as Treasurer and Trustee, and Kathleen McKay and Eric J Tacik as Trustees.
Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Eric J. Tacik
Trustee
On filings since 2019
No compensation reported
Kathleen McKay
Trustee
On filings since 2019
No compensation reported
Elizabeth A. Tacik
Treasurertrustee
On filings since 2019
5 hrs/week
No compensation reported
Lawrence H. Averill
Presidenttrustee
On filings since 2019
1 hr/week
No compensation reported
Former officers (1)
- Former: Suzanne M. Averill (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.
Frequently asked questions about Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation
How much does Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation give each year?
Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation gave $237K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $179K across 24 grants.
What is Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation's typical grant size?
Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation's median grant in 2025 was $2,500, and its average grant was $8,446, across 28 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation that year got $3K on average.
Where does Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation give grants?
Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation gives mostly in North Carolina: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Virginia (42%). The most frequent recipient cities were Winston-Salem, NC (14 grants) and Fairfax, VA (5 grants).
Does Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation give general operating support?
Not in 2025: none of the 28 grants with a stated purpose on Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Civic Charities" (12 grants) and "Education" (8 grants).
Who are Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation's largest grantees?
Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation's largest 2025 grantees include George Mason University Foundation Inc ($72,500), Senior Services ($30,000) and Atrium Wake Forest Baptist Health ($25,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.
How large is Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation?
Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $241K in qualifying distributions that year, against a required minimum of $161K (roughly 5% of its investment assets).
What does Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation fund?
No mission statement for the foundation is provided. Its 2025 filings list grants for education, medical purposes, veterans support, civic charities, and a contribution to a charitable foundation. See mission & focus areas ↑
How do I apply for a grant from Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation's EIN?
Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation's EIN (Employer Identification Number) is 33-6343459. IRS Form 990 filing data is available on this page for 2019–2025.
Does Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 31, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/richard-wood-averill-charitable-trust-aka-richard-wood-averill-foundation-morg_82e4c5f0dd9448c0af73279cb8b7be22
BibTeX
@misc{grantable_336343459_2026,
author = {{Grantable}},
title = {{Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/richard-wood-averill-charitable-trust-aka-richard-wood-averill-foundation-morg_82e4c5f0dd9448c0af73279cb8b7be22},
note = {Accessed 2026-10-12. 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 Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation'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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