Tr UA Williams Memorial Fund
Tr UA Williams Memorial Fund is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $458K in total assets. In 2025, it awarded 7 grants totaling $25K. Net investment income was $57K.
Tr UA Williams Memorial Fund at a glance
In short: Tr UA Williams Memorial Fund gave $25K across 7 grants in 2025 (avg $4K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,802
- -40.5% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $3,543
- -40.5% vs 2024
- Median grant
- $2,835
- Total assets
- $458,433
- +11.0% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tr UA Williams Memorial Fund funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Children's Hope Alliance ($7K). Together the top 7 received $25K.
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 34 grants of 34 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Tr UA Williams Memorial Fund gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 65% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $23K (2023) to $42K (2024). In 2025 it made 7 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Children's Hope Alliance Barium Springs, NC | Annual Fund | $6,555 |
| Brightspire Foundation Colfax, NC | Annual Fund | $6,555 |
| Cooperative Christian Ministry Concord, NC | Annual Fund | $2,835 |
| Atrium Health Hospice Kannapolis, NC | Annual Fund | $2,835 |
| North Carolina Lions Foundation Sherrills Ford, NC | Program Support | $2,587 |
| Cabarrus Victims Assistance Network Concord, NC | Annual Fund | $2,587 |
| Rown Cabarrus YMCA Kannapolis, NC | Program Support | $848 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $458,433 | $63,691 | $35,206 | $24,802 | 7 | $27,480 | $56,920 | $42,444 |
| 2024 | $413,155 | $52,501 | $51,213 | $41,659 | 7 | $43,519 | $45,282 | $24,522 |
| 2023 | $411,819 | $26,967 | $31,453 | $23,075 | 7 | $24,805 | $19,670 | $22,609 |
| 2022 | $416,370 | $9,406 | $33,057 | $25,078 | 6 | $26,164 | $3,177 | $24,084 |
| 2021 | $440,077 | $46,147 | $35,407 | $26,999 | 7 | $27,010 | $37,853 | $26,373 |
| 2020 | $429,232 | $14,692 | $35,862 | $26,999 | 7 | — | $7,067 | $25,990 |
| 2019 | $450,596 | $65,289 | $34,803 | $23,289 | 6 | — | $57,542 | $22,744 |
Under IRS private-foundation payout rules, Tr UA Williams Memorial Fund reported a distributable amount of $42K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr UA Williams Memorial Fund's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$7K (2020) → $8K (2025)
Former officers (1)
- Former: Fifth Third Bank (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $8K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Tr UA Williams Memorial Fund
How much does Tr UA Williams Memorial Fund give each year?
Tr UA Williams Memorial Fund gave $25K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $42K across 7 grants.
What is Tr UA Williams Memorial Fund's typical grant size?
Tr UA Williams Memorial Fund's median grant in 2025 was $2,835, and its average grant was $3,543, across 7 grants on its 2025 IRS Form 990-PF.
Where does Tr UA Williams Memorial Fund give grants?
Tr UA Williams Memorial Fund gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Concord, NC (2 grants) and Kannapolis, NC (2 grants).
Does Tr UA Williams Memorial Fund give general operating support?
Yes: 71% of Tr UA Williams Memorial Fund's 2025 grants with a stated purpose (5 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tr UA Williams Memorial Fund's largest grantees?
Tr UA Williams Memorial Fund's largest 2025 grantees include Children's Hope Alliance ($6,555), Brightspire Foundation ($6,555) and Cooperative Christian Ministry ($2,835), according to its 2025 IRS Form 990-PF. Together they received 64% of its itemized 2025 grant dollars.
How large is Tr UA Williams Memorial Fund?
Tr UA Williams Memorial Fund reported $458K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $42K (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 is Tr UA Williams Memorial Fund's EIN?
Tr UA Williams Memorial Fund's EIN (Employer Identification Number) is 62-6336507. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 21, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
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