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.
Key facts about Tr U-W Robert M Jeffress-Res Tr
- EIN
- 54-6094925
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,842,506
- Grants made (2025)
- 12
- Average grant
- $153,542
- Median grant
- $89,166
- New grantees (estimate)
- 42% first-time grantees (5 of 12, 2025)
- Total assets
- $32,840,179
- Primary geography
- Virginia (91% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Tr U-W Robert M Jeffress-Res Tr funds
By grant dollars, the top recipient states for Tr U-W Robert M Jeffress-Res Tr's 12 itemized 2025 grants were Virginia (91%) and Massachusetts (5%). The most frequent recipient cities were Richmond, VA (5 grants). 100% of grants with a stated purpose were for general or operating support.
Is Tr U-W Robert M Jeffress-Res Tr open to new grantees?
42%
first-time grantees, 2025
In 2025, 5 of 12 grantees (42%) were first-time recipients. First grants averaged $119K; repeat grants $178K. How we count
Medians: $80K first-time, $180K repeat.
- 58% of 2025 grantees were also funded in 2024. Method
- Giving grew 107% from 2022 to 2025. Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Tr U-W Robert M Jeffress-Res Tr
- How to evaluate Tr U-W Robert M Jeffress-Res Tr as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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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
Under IRS private-foundation payout rules, Tr U-W Robert M Jeffress-Res Tr reported a distributable amount of $2.1M for 2025 — the minimum it must pay out in qualifying distributions.
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
Ready to take the next step with Tr U-W Robert M Jeffress-Res Tr?
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
Share of all 12 itemized 2025 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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
Among its reported 2025 grants, the largest recipients include Virginia Commonwealth University ($409,233), Medical College of Virginia Foundation ($310,813), Virginia Health Catalyst ($211,518).
| Recipient | Purpose | Amount |
|---|---|---|
| VIRGINIA COMMONWEALTH UNIVERSITY Richmond, VA | UNRESTRICTED GENERAL | $409,233 |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION Richmond, VA | UNRESTRICTED GENERAL | $310,813 |
| VIRGINIA HEALTH CATALYST Glen Allen, VA | UNRESTRICTED GENERAL | $211,518 |
| THE COMMONWEALTH INSTITUTE Richmond, VA | UNRESTRICTED GENERAL | $200,000 |
| RECTOR & VISITORS OF UVA Charlottesville, VA | UNRESTRICTED GENERAL | $180,299 |
| HEALTH RESOURCES IN ACTION Boston, MA | UNRESTRICTED GENERAL | $94,251 |
| BIRTH IN COLOR Richmond, VA | UNRESTRICTED GENERAL | $84,081 |
| ARROW PROJECT INC Staunton, VA | UNRESTRICTED GENERAL | $80,000 |
| GEORGE MASON UNIVERSITY Fairfax, VA | UNRESTRICTED GENERAL | $75,460 |
| OLD DOMINION UNIVERSITY RESEARCH FDN Norfolk, VA | UNRESTRICTED GENERAL | $74,762 |
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 IRS 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
Frequently Asked Questions
What does Tr U-W Robert M Jeffress-Res Tr fund?
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.
How do I apply for a grant from Tr U-W Robert M Jeffress-Res Tr?
**Grant Activity:** • Total giving in 2025: $1,842,506 • Total grants awarded in 2024: 2,058 grants • Average grant size: $625 • Typical award range: $50,024–$409,233 • Open to new applicants: Yes • Percentage of new applicants funded: 12% **Recent Grants:** The trust has made grants to organizations including: • Virginia Health Catalyst ($211,518) • The Commonwealth Institute for Fiscal Analysis ($200,000) • Health Resources in Action ($94,251) • University of Richmond (eight grants in recent …
Where does Tr U-W Robert M Jeffress-Res Tr make 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.
What size grants does Tr U-W Robert M Jeffress-Res Tr award?
In 2025, Tr U-W Robert M Jeffress-Res Tr awarded 12 grants totaling $1.8M — an average of about $154K per grant, based on its IRS Form 990 filings.
How much is Tr U-W Robert M Jeffress-Res Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Tr U-W Robert M Jeffress-Res Tr reported a distributable amount of $2.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr U-W Robert M Jeffress-Res Tr's EIN?
Tr U-W Robert M Jeffress-Res Tr's EIN (Employer Identification Number) is 54-6094925. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.