Tr UA George R & Evelyn W Brothers

Private foundation · Grantmaker Dallas, TX EIN: 54-6031003

Tr UA George R & Evelyn W Brothers is a private foundation based in Dallas, Texas. Its 2025 filing reports 21 grants totaling $22,520 to organizations including educational, humanitarian, environmental, and civil-rights organizations.

Key facts about Tr UA George R & Evelyn W Brothers

In short: Tr UA George R & Evelyn W Brothers gave $23K across 21 grants in 2025 (avg $1K), top state New York. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
54-6031003
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$22,520
Grants made (2025)
21
Average grant
$1,072
Median grant
$1,000
New grantees (estimate)
19% first-time grantees (4 of 21, 2025; small sample)
Total assets
$591,932
Primary geography
New York (34% of itemized 2025 grant dollars)
How to apply
The 2024 filing states that the foundation does not restrict giving to preselected organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 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

$592K

+6.8% YoY

Annual Giving

$23K

-2.9% YoY

Grant Count

21

+5.0% YoY

Avg Grant Size

$1K

-7.6% YoY

Under IRS private-foundation payout rules, Tr UA George R & Evelyn W Brothers reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.

Is Tr UA George R & Evelyn W Brothers open to new grantees?

19%

first-time grantees, 2025

In 2025, 4 of 21 grantees (19%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $915; repeat grants $1K. How we count

Medians: $880 first-time, $1K repeat.

  • 71% of 2025 grantees were also funded in 2024. Method
  • Giving fell 23% from 2022 to 2025. Method
  • In 2025 it paid out 66% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included support for organizations whose own missions include saving the Chesapeake Bay, developing students’ talents and character, addressing humanitarian and development needs in the Middle East, protecting the Adirondack environment and communities, and advancing constitutional and human rights. These are grantees’ stated missions, not stated focus areas of the foundation.

Grantmaking

In 2025, the foundation gave 21 grants totaling $22,520. Grants ranged from $400 to $2,000, with a median grant of $1,000.

Among the largest grants were $2,000 each to Proximity 2 Humanity, Polytechnic School, Doctors Without Borders, Chesapeake Bay Foundation, and Equal Justice Initiative. Other listed grants included $1,500 to American Near East Refugee Aid and $1,000 each to Episcopal Relief and Development, Wilmer Hall, Protect the Adirondacks, Community Foundation of Central, Center for Constitutional Rights, and Assembly Point Water Quality Coalition.

How to Apply

The 2024 filing states that the foundation does not restrict giving to preselected organizations. It lists a written request as the application material, with no restrictions on awards.

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Geographic Focus

Where this funder awards grants

The 2025 grant dollars went to recipients in multiple states. The largest reported shares were New York (34%), Virginia (17%), Alabama (13%), North Carolina (9%), and California (9%).

Grant Distribution by State

13states

Share of 2025 grant dollars across all 21 itemized grants.

Cities

StauntonLake GeorgeNew YorkWashingtonMobileCharlottesvilleFishersvilleAnnapolisMontgomeryBethlehemCovingtonLa Canada FlintridgeNorth CreekVeronaWoodberryAlbemarleArlingtonLongmontNew York CityPasadena

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K34 grants2020 30 grants2021 27 grants2022 16 grants2023 20 grants2024 21 grants2025

From 2020 to 2025, annual grant giving ranged from $19K (2023) to $32K (2021). In 2025 it made 21 grants totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Proximity 2 Humanity: $2KProximity 2 Humanity$2KPolytechnic School: $2KPolytechnic School$2KDoctors Without Borders: $2KDoctors Without Borders$2KChesapeake Bay Foundation: $2KChesapeake Bay Foundation$2KEqual Justice Initiative: $2KEqual Justice Initiative$2KAmerican Near East Refugee Aid: $2KAmerican Near East Refugee Aid$2KEpiscopal Relief and Development: $1KEpiscopal Relief andDevelopment$1KWilmer Hall: $1KWilmer Hall$1KProtect the Adirondacks Inc: $1KProtect the Adirondacks Inc$1KCommunity Foundation of Central: $1KCommunity Foundation ofCentral$1K

The largest 2025 recipient was Proximity 2 Humanity ($2K). Together the top 10 received $16K.

Grant Size Distribution

114 grants across all recorded years

114<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 114 grants of 114 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Proximity 2 Humanity Albemarle, NCUnrestricted General$2,000
Polytechnic School Pasadena, CAUnrestricted General$2,000
Doctors Without Borders New York, NYUnrestricted General$2,000
Chesapeake Bay Foundation Annapolis, MDUnrestricted General$2,000
Equal Justice Initiative Montgomery, ALUnrestricted General$2,000
American Near East Refugee Aid Washington, DCUnrestricted General$1,500
Episcopal Relief and Development New York, NYUnrestricted General$1,000
Wilmer Hall Mobile, ALUnrestricted General$1,000
Protect the Adirondacks Inc Niskayuna, NYUnrestricted General$1,000
Community Foundation of Central Staunton, VAUnretricted General Support$1,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $591,932 $61,545 $25,913 $22,520
2024 $554,339 $51,497 $25,793 $23,200
2023 $529,223 $15,663 $21,341 $19,200
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$591,932$554,339$529,223
Revenue$61,545$51,497$15,663
Expenses$25,913$25,793$21,341
Qualifying Distributions$23,118$23,787$19,766
Net Investment Income$59,688$49,172$12,521
Distributable Amount$35,136$30,870$27,661

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

Bank of America is listed as trustee on the 2025 filing.

Tr UA George R & Evelyn W Brothers's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $380 (2021) → $695 (2025)

Former officers (1)
  • Former: Bank Of America N A (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "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

Bank of America — Trustee: $695Bank of AmericaTrustee$695

The highest reported compensation on the 2025 filing was $695, to Bank of America (Trustee).

Contact

Application contact: Maria Botelho Co Bank Of America
Mailing address: 111 Westminster St Ri1-102-M1-02, Providence, RI 02903
Phone: (401) 278-6039

Frequently asked questions about Tr UA George R & Evelyn W Brothers

How much does Tr UA George R & Evelyn W Brothers give each year?

Tr UA George R & Evelyn W Brothers gave $23K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 20 grants.

What is Tr UA George R & Evelyn W Brothers's typical grant size?

Tr UA George R & Evelyn W Brothers's median grant in 2025 was $1,000, and its average grant was $1,072, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Tr UA George R & Evelyn W Brothers that year got $915 on average.

Where does Tr UA George R & Evelyn W Brothers give grants?

Tr UA George R & Evelyn W Brothers's top state is New York, with 34% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Virginia (17%) and Alabama (13%). The most frequent recipient cities were New York, NY (4 grants), Staunton, VA (3 grants) and New York City, NY (2 grants).

Does Tr UA George R & Evelyn W Brothers give general operating support?

Yes: 100% of Tr UA George R & Evelyn W Brothers's 2025 grants with a stated purpose (21 of 21) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Tr UA George R & Evelyn W Brothers's largest grantees?

Tr UA George R & Evelyn W Brothers's largest 2025 grantees include Proximity 2 Humanity ($2,000), Polytechnic School ($2,000) and Doctors Without Borders ($2,000), according to its 2025 IRS Form 990-PF. Together they received 27% of its itemized 2025 grant dollars.

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

Tr UA George R & Evelyn W Brothers reported $592K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Tr UA George R & Evelyn W Brothers fund?

No mission statement for the foundation is provided. See mission & focus areas ↑

How do I apply for a grant from Tr UA George R & Evelyn W Brothers?

The 2024 filing states that the foundation 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 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 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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