Tr Ua Williams Memorial Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $413K in total assets. In 2024, it awarded 7 grants totaling $42K. Net investment income was $45K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$413K
+0.3% YoY
Annual Giving
$42K
+80.5% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$6K
+80.5% YoY
Under IRS private-foundation payout rules, Tr Ua Williams Memorial Fund reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
About Tr Ua Williams Memorial Fund
Based on IRS filings
Tr Ua Williams Memorial Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $413K in total assets. In 2024, it awarded 7 grants totaling $42K. Net investment income was $45K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $413,155 | $411,819 | $416,370 |
| Revenue | $52,501 | $26,967 | $9,406 |
| Expenses | $51,213 | $31,453 | $33,057 |
| Qualifying Distributions | $43,519 | $24,805 | $26,164 |
| Net Investment Income | $45,282 | $19,670 | $3,177 |
| Distributable Amount | $24,522 | $22,609 | $24,084 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
34 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Children's Hope Alliance ($11,893), Brightspire Foundation ($11,893), Hospice of Cabarrus County ($5,143).
| Recipient | Purpose | Amount |
|---|---|---|
| CHILDREN'S HOPE ALLIANCE BARIUM SPRINGS, NC | ANNUAL FUND | $11,893 |
| COOPERATIVE CHRISTIAN MINISTRY CONCORD, NC | ANNUAL FUND | $2,572 |
| CONCORD LIONS CLUB CONCORD, NC | PROGRAM SUPPORT | $4,694 |
| CABARRUS VICTIMS ASSISTANCE NETWORK CONCORD, NC | ANNUAL FUND | $4,694 |
| CANNON MEMORIAL YMCA KANNAPOLIS, NC | PROGRAM SUPPORT | $770 |
| HOSPICE OF CABARRUS COUNTY KANNAPOLIS, NC | ANNUAL FUND | $5,143 |
| BRIGHTSPIRE FOUNDATION COLFAX, NC | ANNUAL FUND | $11,893 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | 1 | $7,395 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Tr Ua Williams Memorial Fund?
Tr Ua Williams Memorial Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $413K in total assets as of 2024.
How large is Tr Ua Williams Memorial Fund?
As of 2024, Tr Ua Williams Memorial Fund holds $413K in total assets with $53K in annual revenue. It awarded 7 grants totaling $42K in 2024.
Where does Tr Ua Williams Memorial Fund operate?
Tr Ua Williams Memorial Fund has awarded grants in North Carolina.
What size grants does Tr Ua Williams Memorial Fund award?
In 2024, Tr Ua Williams Memorial Fund awarded 7 grants totaling $42K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Tr Ua Williams Memorial Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ua Williams Memorial Fund reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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