Tr Ua George R & Evelyn W Brothers

DALLAS, TX EIN: 54-6031003

Tr Ua George R & Evelyn W Brothers is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $554K in total assets. In 2024, it awarded 20 grants totaling $23K. Net investment income was $49K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$554K

+4.7% YoY

Annual Giving

$23K

+20.8% YoY

Grant Count

20

+25.0% YoY

Avg Grant Size

$1K

-3.3% YoY

Under IRS private-foundation payout rules, Tr Ua George R & Evelyn W Brothers reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Ua George R & Evelyn W Brothers

Based on IRS filings

Tr Ua George R & Evelyn W Brothers is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $554K in total assets. In 2024, it awarded 20 grants totaling $23K. Net investment income was $49K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

13states
+5 more states

Cities

AlbemarleAnnapolisArlingtonAtlantaAugustaBellevueBethlehemBoltonBolton LndgCharlottesvilleCovingtonFairfaxFishersvilleHarrisonburgHightownLa Canada FlintridgeLake GeorgeLake GerogeLake LuzerneLongmont

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$32K$64K$97K$129K20202021202220232024
Metric202420232022
Total Assets$554,339$529,223$535,104
Revenue$51,497$15,663$-15,471
Expenses$25,793$21,341$34,012
Qualifying Distributions$23,787$19,766$29,821
Net Investment Income$49,172$12,521$9,207
Distributable Amount$30,870$27,661$28,171

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$16K$24K$32K34 grants202030 grants202127 grants202216 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

PROXIMITY 2 HUMANITY$3KEVERYBODY WINS VERMONT$2KPLANNED PARENTHOOD$2KDOCTORS WITHOUT BORDERS$2KCHESAPEAKE BAY FOUNDATION$2KEPISCOPAL RELIEF AND DEV…$1KWILMER HALL$1KNATURE CONSERVANCY$1KCOMMUNITY FOUNDATION OF …$1KTHE POLYTECHNIC SCHOOL$1K

Grant Size Distribution

127 grants across all recorded years

127<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Proximity 2 Humanity ($2,500), Everybody Wins Vermont ($2,000), Planned Parenthood ($2,000).

RecipientPurposeAmount
EPISCOPAL RELIEF AND DEVELOPMENT NEW YORK, NYUNRESTRICTED GENERAL$1,000
CALDWELL PRESBYTERIAN CHURCH LAKE GEORGE, NYUNRESTRICTED GENERAL$500
WILMER HALL MOBILE, ALUNRESTRICTED GENERAL$1,000
NATURE CONSERVANCY CHARLOTTESVILLE, VAUNRESTRICTED GENERAL$1,000
COMMUNITY FOUNDATION OF CENTRAL STAUNTON, VAUNRETRICTED GENERAL SUPPORT$1,000
THE POLYTECHNIC SCHOOL PASADENA, CAUNRESTRICTED GENERAL$1,000
PROXIMITY 2 HUMANITY ALBEMARLE, NCUNRESTRICTED GENERAL$2,500
HAITI PROJECT LAKE LUZERNE, NYUNRESTRICTED GENERAL$1,000
EVERYBODY WINS VERMONT MONTPELIER, VTUNRESTRICTED GENERAL$2,000
PLANNED PARENTHOOD ATLANTA, GAUNRESTRICTED GENERAL$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$668

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$668

Frequently Asked Questions

How large is Tr Ua George R & Evelyn W Brothers?

As of 2024, Tr Ua George R & Evelyn W Brothers holds $554K in total assets with $51K in annual revenue. It awarded 20 grants totaling $23K in 2024.

Where does Tr Ua George R & Evelyn W Brothers operate?

Tr Ua George R & Evelyn W Brothers has awarded grants in Alabama, Arizona, California, Colorado, District of Columbia, Georgia, Maryland, North Carolina, New York, Pennsylvania, Virginia, Vermont, Washington.

What size grants does Tr Ua George R & Evelyn W Brothers award?

In 2024, Tr Ua George R & Evelyn W Brothers awarded 20 grants totaling $23K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Tr Ua George R & Evelyn W Brothers required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ua George R & Evelyn W Brothers reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tr Ua George R & Evelyn W Brothers's EIN?

Tr Ua George R & Evelyn W Brothers's EIN (Employer Identification Number) is 54-6031003. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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