Tr Ua Padgett Caroline J

DALLAS, TX EIN: 52-6210881

Tr Ua Padgett Caroline J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 1 grants totaling $118K. Net investment income was $224K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

+4.0% YoY

Annual Giving

$118K

+35.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$118K

+35.8% YoY

Under IRS private-foundation payout rules, Tr Ua Padgett Caroline J reported a distributable amount of $135K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Ua Padgett Caroline J

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $613K (100%)

States

Virginia

Cities

Roanoke

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,353,370	$2,263,566	$2,309,658
Revenue	$253,479	$79,763	$-52,854
Expenses	$161,207	$125,035	$184,137
Qualifying Distributions	$133,676	$100,893	$147,812
Net Investment Income	$224,235	$48,556	$23,104
Distributable Amount	$134,614	$122,545	$125,916

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Salvation Army ($118,270).

Recipient	Purpose	Amount
THE SALVATION ARMY ROANOKE, VA	UNRESTRICTED GENERAL	$118,270

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	CO-TRUSTEE	1	$37,265

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Tr Ua Padgett Caroline J?

Tr Ua Padgett Caroline J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.4M in total assets as of 2024.

How large is Tr Ua Padgett Caroline J?

As of 2024, Tr Ua Padgett Caroline J holds $2.4M in total assets with $253K in annual revenue. It awarded 1 grants totaling $118K in 2024.

Where does Tr Ua Padgett Caroline J operate?

Tr Ua Padgett Caroline J has awarded grants in Virginia.

What size grants does Tr Ua Padgett Caroline J award?

In 2024, Tr Ua Padgett Caroline J awarded 1 grants totaling $118K — an average of about $118K per grant, based on its IRS Form 990 filings.

How much is Tr Ua Padgett Caroline J required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ua Padgett Caroline J reported a distributable amount of $135K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.