Tr R & CT Gwathmey Mem Uw EGJ
Tr R & CT Gwathmey Mem Uw EGJ is a private foundation based in Dallas, Texas. Its grant program supports Virginia nonprofits working in areas including basic services, workforce sustainability, environmental preservation, arts, culture, humanities, and education.
Key facts about Tr R & CT Gwathmey Mem Uw EGJ
In short: Tr R & CT Gwathmey Mem Uw EGJ gave $756K across 38 grants in 2025 (avg $20K), mostly in Virginia. 87% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 54-6191586
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $756,275
- Grants made (2025)
- 38
- Average grant
- $19,902
- Median grant
- $20,000
- New grantees (estimate)
- 87% first-time grantees (33 of 38, 2025)
- Total assets
- $13,482,936
- Primary geography
- Virginia (95% of itemized 2025 grant dollars)
- How to apply
- The foundation states that it does not restrict giving to preselected organizations. Full details ↓
- Deadline
- March 1 for applications focused on basic services, workforce, or environmental preservation, with notification by…
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$13.5M
+1.9% YoY
Annual Giving
$756K
+8.0% YoY
Grant Count
38
+22.6% YoY
Avg Grant Size
$20K
-11.9% YoY
Under IRS private-foundation payout rules, Tr R & CT Gwathmey Mem Uw EGJ reported a distributable amount of $851K for 2025 — the minimum it must pay out in qualifying distributions.
Is Tr R & CT Gwathmey Mem Uw EGJ open to new grantees?
87%
first-time grantees, 2025
In 2025, 33 of 38 grantees (87%) were first-time recipients. First grants averaged $19K; repeat grants $29K. How we count
Medians: $17K first-time, $25K repeat.
- 0% of 2025 grantees were also funded in 2024. Method
- Giving fell 32% from 2022 to 2025. Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Trust’s stated program areas include access to basic services such as food, health care, shelter, and safety; creating, sustaining, and retaining a viable workforce for Virginia; and preserving and protecting the environment. It also accepts applications related to arts, culture, and humanities, as well as preserving important history.
Examples of supported organizations illustrate the range of grantees. United Way of Central Virginia says it works to improve community quality of life through healthcare access, education, financial stability, and basic needs. St. Mary’s Health Wagon describes its work as providing healthcare to medically underserved communities in Central Appalachia. Blue Sky Fund says it provides Richmond-area youth with outdoor education experiences, while the Sandler Center Foundation says its mission is to educate, enrich, and inspire the community.
Grantmaking
In 2025, the foundation awarded 38 grants totaling $756,275. Individual grants ranged from $5,000 to $40,000, with a median of $20,000. The Trust’s grant program lists an award range of $5,000 to $60,000.
Review Cycle
March 1 for applications focused on basic services, workforce, or environmental preservation, with notification by June 30; September 1 for applications focused on arts, culture, or humanities, with notification by December 31.
Open Grants
1 open opportunity from Tr R & CT Gwathmey Mem Uw EGJ
Ready to take the next step with Tr R & CT Gwathmey Mem Uw EGJ?
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went primarily to Virginia recipients (95%), with 3% going to Maryland and 2% to Ohio. The grant program describes its focus as supporting Virginia nonprofits.
Grant Distribution by State
Share of 2025 grant dollars across all 38 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $312K (2021) to $1.1M (2022). In 2025 it made 38 grants totaling $756K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was St Mary's Health Wagon ($40K). Together the top 10 received $285K.
Grant Size Distribution
158 grants across all recorded years
The most common grant size was under $50K: 154 grants of 158 (97%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Mary's Health Wagon Wise, VA | Unrestricted General | $40,000 |
| United Way of Central Virginia Lynchburg, VA | Unrestricted General | $40,000 |
| Caritas Richmond, VA | Unrestricted General | $30,000 |
| Blue Sky Fund Richmond, VA | Unrestricted General | $25,000 |
| Sandler Center for the Performing Arts Virginia Beach, VA | Unrestricted General | $25,000 |
| Robinson Theatre Community Arts Center Richmond, VA | Unrestricted General | $25,000 |
| Partnership for the Future Glen Allen, VA | Unrestricted General | $25,000 |
| Autism Society of Central Virginia Richmond, VA | Unrestricted General | $25,000 |
| Code Va Aka Code Virginia Richmond, VA | Unrestricted General | $25,000 |
| Thomas Jefferson Foundation Charlottesville, VA | Per Terms Described IN | $25,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $13,482,936 | $1,251,183 | $1,004,904 | $756,275 |
| 2024 | $13,225,645 | $478,770 | $920,250 | $700,000 |
| 2023 | $13,572,618 | $367,389 | $945,112 | $725,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $13,482,936 | $13,225,645 | $13,572,618 |
| Revenue | $1,251,183 | $478,770 | $367,389 |
| Expenses | $1,004,904 | $920,250 | $945,112 |
| Qualifying Distributions | $870,417 | $806,618 | $823,968 |
| Net Investment Income | $1,128,346 | $317,421 | $471,636 |
| Distributable Amount | $850,769 | $798,986 | $758,956 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee. Listed officers and committee members include Sarah Kay, secretary; Keith M. Martin, committee member; and members identified with the Virginia Academy of Science, Medical Society of Virginia, Bank of America Trust, Richmond Bar Association, and Virginia Chamber of Commerce. Dr. Richard B. Brandt is listed as a consultant, and Linda C. Barrett as a consultant assistant.
Tr R & CT Gwathmey Mem Uw EGJ's 2025 filing lists 16 officers; 5 of 16 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$135K (2022) → $142K (2025)
Keith M. Martin
Committee Member
On filings since 2021
$3K (2021) → $0 (2025)
Rosemary Barra
Committee Member
On filings since 2021
$3K (2021) → $0 (2025)
Sterling N. Ransone Jr.
Committee Member
On filings since 2021
$3K (2021) → $0 (2025)
Vernon E. Inge
Committee Member
On filings since 2021
$3K (2021) → $0 (2025)
Daniel Lynch
Committee Member
On filings since 2022
$3K (2022) → $3K (2025)
Erik Rison
Committee Member
On filings since 2022
$3K (2022) → $3K (2025)
Darcy Mays III
Committee Member
New on the 2025 filing
$3K (2025)
Richard Szuls
Committee Member
New on the 2025 filing
$3K (2025)
Bank Of America TR David Yarter
Alloc Committee
On filings since 2021
No compensation reported
Bar Assn Richmond-Comm Member
Alloc Committee
On filings since 2021
No compensation reported
Linda C. Barrett
Consultant Assistant
On filings since 2021
No compensation reported
Medical Society Of Va-Comm Member
Alloc Committee
On filings since 2021
No compensation reported
Richard B. Brandt
Consultant
On filings since 2021
20 hrs/week
No compensation reported
Sarah Kay
Secretary
On filings since 2021
No compensation reported
Va Chamber Of Commerce-Comm Member
Alloc Committee
On filings since 2021
No compensation reported
Former officers (1)
- Former: Bank Of America NA (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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
The highest reported compensation on the 2025 filing was $142K, to Bank of America (Trustee). 5 officers or directors reported compensation on that filing.
Contact
Application contact: Richard B Brandt Phd Co Bank Of Am
Mailing address: PO Box 26688, Richmond, VA 23261-6688
Phone: (804) 788-3698
Frequently asked questions about Tr R & CT Gwathmey Mem Uw EGJ
How much does Tr R & CT Gwathmey Mem Uw EGJ give each year?
Tr R & CT Gwathmey Mem Uw EGJ gave $756K across 38 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $700K across 31 grants.
What is Tr R & CT Gwathmey Mem Uw EGJ's typical grant size?
Tr R & CT Gwathmey Mem Uw EGJ's median grant in 2025 was $20,000, and its average grant was $19,902, across 38 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Tr R & CT Gwathmey Mem Uw EGJ that year got $19K on average.
Where does Tr R & CT Gwathmey Mem Uw EGJ give grants?
Tr R & CT Gwathmey Mem Uw EGJ gives mostly in Virginia: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Richmond, VA (16 grants), Lynchburg, VA (2 grants), Henrico, VA (2 grants) and Charlottesville, VA (2 grants).
Does Tr R & CT Gwathmey Mem Uw EGJ give general operating support?
Yes: 95% of Tr R & CT Gwathmey Mem Uw EGJ's 2025 grants with a stated purpose (36 of 38) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tr R & CT Gwathmey Mem Uw EGJ's largest grantees?
Tr R & CT Gwathmey Mem Uw EGJ's largest 2025 grantees include St Mary's Health Wagon ($40,000), United Way of Central Virginia ($40,000) and Caritas ($30,000), according to its 2025 IRS Form 990-PF. Together they received 15% of its itemized 2025 grant dollars.
How large is Tr R & CT Gwathmey Mem Uw EGJ?
Tr R & CT Gwathmey Mem Uw EGJ reported $13.5M in total assets on its 2025 IRS Form 990-PF. It paid out $870K in qualifying distributions that year, against a required minimum of $851K (roughly 5% of its investment assets).
What does Tr R & CT Gwathmey Mem Uw EGJ fund?
The Trust’s stated program areas include access to basic services such as food, health care, shelter, and safety; creating, sustaining, and retaining a viable workforce for Virginia; and preserving and protecting the environment. See mission & focus areas ↑
How do I apply for a grant from Tr R & CT Gwathmey Mem Uw EGJ?
The foundation states that it 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 Tr R & CT Gwathmey Mem Uw EGJ's EIN?
Tr R & CT Gwathmey Mem Uw EGJ's EIN (Employer Identification Number) is 54-6191586. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Tr R & CT Gwathmey Mem Uw EGJ by hand.
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