Tr U-w Robert M Jeffress-res Tr
The TR U-W Robert M Jeffress-Res Trust is a private foundation established in 1981 and based in Dallas, Texas. The trust is also known as the Thomas F Jeffress & Kate Jeffress Memorial Trust. It operates as an independent foundation with Bank of America serving as the managing trustee.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$32.8M
+3.6% YoY
Annual Giving
$1.8M
+5.8% YoY
Grant Count
12
+0.0% YoY
Avg Grant Size
$154K
+5.8% YoY
Mission & Focus Areas
The trust gives primarily to Virginia colleges and universities for basic research in chemical, medical, and other scientific research. The foundation supports education, philanthropy, voluntarism, and grantmaking, with a particular emphasis on advancing health equity through research.
Grantmaking
The trust has made grants to organizations including:
Grant Range
$625
Average Grant
$625
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Geographic Focus
Where this funder awards grants
The trust funds projects across Massachusetts, Tennessee, and Virginia, including activity in the following cities: Boston, Charlottesville, Christiansburg, Fairfax, Glen Allen, Johnson City, Norfolk, Richmond, and Williamsburg.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2025):
- Total assets: $32,840,179
- Total revenues: $3,500,520
- Total expenses: $2,375,117
- Expense ratio: 215.6% of total revenue spent on programs
Assets & Revenue (2024):
- Total assets: $31,685,251
- Reported expenses: $2,148,852
- Reported revenue: $996,566
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $32,840,179 | $31,685,251 | $32,549,346 |
| Revenue | $3,500,520 | $996,566 | $905,353 |
| Expenses | $2,375,117 | $2,148,852 | $1,784,411 |
| Qualifying Distributions | $2,108,648 | $1,942,053 | $1,590,804 |
| Net Investment Income | $3,289,497 | $655,140 | $1,141,593 |
| Distributable Amount | $2,061,925 | $1,989,414 | $1,925,066 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
47 grants across all recorded years
Open Grants
1 open opportunity from Tr U-w Robert M Jeffress-res Tr
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Bank of America N.A. – Managing trustee and director, receives compensation of $255,222 for trustee services
- Sterling Ransone M.D. – Trustee
- Rosemary Barra Ph.D. – Trustee
- An allocation committee consisting of several members who serve without compensation
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $276,852 |
| Sterling Ransone M D | ALLOCATION COMMITTEE | — | — |
| Rosemary Barra Ph D | ALLOCATION COMMITTEE | — | — |
| Vernon E Inge Jr Esq | ALLOCATION COMMITTEE | — | — |
| Keith Martin VA Chamber of Commerc | ALLOCATION COMMITTEE | — | — |
| Lee Parker | ALLOCATION COMMITTEE | — | — |
| Eric Kauders Jr | ALLOCATION COMMITTEE | — | — |
Contact Information
- Location: PO Box 653067, Dallas, TX 75265-3067
- Phone: 888-866-3275
- Website: www.bankofamerica.com/grantmaking
- EIN: 54-6094925
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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