Tr Bullochmeriwether Fund Ua

ORLANDO, FL EIN: 58-6026000

Tr Bullochmeriwether Fund Ua is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $96K in total assets. In 2024, it awarded 1 grants totaling $2K. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$96K

+27.6% YoY

Annual Giving

$2K

-5.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

-5.1% YoY

Under IRS private-foundation payout rules, Tr Bullochmeriwether Fund Ua reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Bullochmeriwether Fund Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $11K (100%)

States

Georgia

Cities

Tucker

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$95,598	$74,906	$77,463
Revenue	$26,130	$2,831	$3,635
Expenses	$5,448	$5,382	$6,030
Qualifying Distributions	$5,005	$5,016	$5,608
Net Investment Income	$25,698	$2,511	$3,286
Distributable Amount	$5,260	$4,902	$5,029

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include United Methodist Children's Home ($2,103).

Recipient	Purpose	Amount
UNITED METHODIST CHILDREN'S HOME TUCKER, GA	GENERAL OPERATING	$2,103

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$805

Frequently Asked Questions

How large is Tr Bullochmeriwether Fund Ua?

As of 2024, Tr Bullochmeriwether Fund Ua holds $96K in total assets with $26K in annual revenue. It awarded 1 grants totaling $2K in 2024.

Where does Tr Bullochmeriwether Fund Ua operate?

Tr Bullochmeriwether Fund Ua has awarded grants in Georgia.

What size grants does Tr Bullochmeriwether Fund Ua award?

In 2024, Tr Bullochmeriwether Fund Ua awarded 1 grants totaling $2K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Tr Bullochmeriwether Fund Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Bullochmeriwether Fund Ua reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.