Tr UA Wiltshire Charitable Fund
Tr UA Wiltshire Charitable Fund is a private foundation based in Dallas, Texas. Its 2025 filing reports 11 grants totaling $26,231 to charitable organizations, primarily in Virginia and also in Maryland.
Tr UA Wiltshire Charitable Fund at a glance
In short: Tr UA Wiltshire Charitable Fund gave $26K across 11 grants in 2025 (avg $2K), mostly in Virginia. 45% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $26,231
- +17.6% vs 2024
- Grants made (2025)
- 11
- +0.0% vs 2024
- Average grant
- $2,385
- +17.6% vs 2024
- Median grant
- $2,623
- Total assets
- $473,779
- +2.6% vs 2024
- New grantees (estimate)
- 45% first-time grantees (5 of 11, 2025; small sample)
- Primary geography
- Virginia (95% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Tr UA Wiltshire Charitable Fund
- Accepts unsolicited proposals
- No
- How to Apply
-
The fund’s 2024 filing states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Tr UA Wiltshire Charitable Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Educational Endowment Fund ($4K). Together the top 10 received $25K.
Grant Size Distribution
55 grants across all recorded years
The most common grant size was under $50K: 55 grants of 55 (100%).
Geographic Focus
Where this funder awards grants
The fund’s 2025 grant dollars were reported as 95% to recipients in Virginia and 5% to recipients in Maryland. Most listed recipients were in Lynchburg, Virginia; one was in Hagerstown, Maryland.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is Tr UA Wiltshire Charitable Fund open to new grantees?
45%
first-time grantees, 2025
In 2025, 5 of 11 grantees (45%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $3K; repeat grants $2K. How we count
Medians: $4K first-time, $2K repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- Giving grew 25% from 2022 to 2025. Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $17K (2020) to $27K (2021). In 2025 it made 11 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Educational Endowment Fund Lynchburg, VA | Unrestricted General | $3,934 |
| YWCA Young Women's Christian Association Lynchburg, VA | Unrestricted General | $3,934 |
| Patrick Henry Family Services Lynchburg, VA | Unrestricted General | $3,934 |
| Meals on Wheels Lynchburg, VA | Unrestricted General | $2,623 |
| YMCA of Central VA Lynchburg, VA | Unrestricted General | $2,623 |
| The Miller Home for Girls Lynchburg, VA | Unrestricted General | $2,623 |
| American Cancer Society Inc Hagerstown, MD | Unrestricted General | $1,312 |
| Academy Center of the Arts Inc Lynchburg, VA | Unrestricted General | $1,312 |
| Court Street United Methodist Church Lynchburg, VA | Unrestricted General | $1,312 |
| Lynchburg Life Saving & First Aid Lynchburg, VA | Unrestricted General | $1,312 |
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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 | $473,779 | $46,366 | $36,488 | $26,231 | 11 | $29,947 | $39,551 | $27,867 |
| 2024 | $461,886 | $16,413 | $31,639 | $22,308 | 11 | $25,779 | $9,299 | $26,375 |
| 2023 | $462,098 | $-2,316 | $34,674 | $23,719 | 11 | $27,074 | $4,656 | $24,616 |
| 2022 | $490,444 | $90,841 | $30,859 | $20,956 | 11 | $24,574 | $84,174 | $25,755 |
| 2021 | $508,299 | $35,797 | $37,446 | $26,711 | 11 | — | $29,670 | $28,309 |
| 2020 | $447,551 | $39,126 | $25,702 | $17,054 | 11 | — | $35,109 | $23,416 |
Under IRS private-foundation payout rules, Tr UA Wiltshire Charitable Fund reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the fund is provided. Its 2025 grants went to organizations including family services, meal delivery, arts, education, youth and community organizations, and a church. These examples describe the recipients, not a stated focus area of the fund.
Patrick Henry Family Services says its mission is to provide services to strengthen and heal families and to support disadvantaged children. Meals on Wheels of Greater Lynchburg says it addresses hunger, isolation, and the needs of homebound people by providing meals, visits, and safety checks. The Academy Center of the Arts says its mission is to cultivate a healthier, more interconnected community through cultural infrastructure and community-building arts programs.
Grantmaking
In 2025, the fund made 11 grants totaling $26,231. Grants ranged from $1,312 to $3,934, with a median grant of $2,623. Among the largest recipients were Educational Endowment Fund, YWCA Young Women’s Christian Association, and Patrick Henry Family Services, each receiving $3,934. Meals on Wheels, YMCA of Central Virginia, and The Miller Home for Girls each received $2,623. The listed grants were designated for unrestricted general purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee.
Tr UA Wiltshire Charitable Fund's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$7K (2020) → $8K (2025)
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
The highest reported compensation on the 2025 filing was $8K, to Bank of America (Trustee).
Frequently asked questions about Tr UA Wiltshire Charitable Fund
How much does Tr UA Wiltshire Charitable Fund give each year?
Tr UA Wiltshire Charitable Fund gave $26K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 11 grants.
What is Tr UA Wiltshire Charitable Fund's typical grant size?
Tr UA Wiltshire Charitable Fund's median grant in 2025 was $2,623, and its average grant was $2,385, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Tr UA Wiltshire Charitable Fund that year got $3K on average.
Where does Tr UA Wiltshire Charitable Fund give grants?
Tr UA Wiltshire Charitable Fund gives mostly in Virginia: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (5%). The most frequent recipient cities were Lynchburg, VA (10 grants).
Does Tr UA Wiltshire Charitable Fund give general operating support?
Yes: 100% of Tr UA Wiltshire Charitable Fund's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tr UA Wiltshire Charitable Fund's largest grantees?
Tr UA Wiltshire Charitable Fund's largest 2025 grantees include Educational Endowment Fund ($3,934), YWCA Young Women's Christian Association ($3,934) and Patrick Henry Family Services ($3,934), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.
How large is Tr UA Wiltshire Charitable Fund?
Tr UA Wiltshire Charitable Fund reported $474K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
What does Tr UA Wiltshire Charitable Fund fund?
No mission statement for the fund is provided. Its 2025 grants went to organizations including family services, meal delivery, arts, education, youth and community organizations, and a church. These examples describe the recipients, not a stated focus area of the fund. See mission & focus areas ↑
How do I apply for a grant from Tr UA Wiltshire Charitable Fund?
The fund’s 2024 filing states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Tr UA Wiltshire Charitable Fund's EIN?
Tr UA Wiltshire Charitable Fund's EIN (Employer Identification Number) is 54-6373414. IRS Form 990 filing data is available on this page for 2020–2025.
Does Tr UA Wiltshire Charitable Fund accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Tr UA Wiltshire Charitable Fund funds
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