Tr Ui 3 Wo Nannie Westmoreland

Private foundation · Grantmaker Dallas, TX EIN: 58-6028261

Tr Ui 3 Wo Nannie Westmoreland is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 1 grant totaling $43K. Net investment income was $87K.

Key facts about Tr Ui 3 Wo Nannie Westmoreland

In short: Tr Ui 3 Wo Nannie Westmoreland gave $43K across 1 grant in 2025 (avg $43K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

EIN
58-6028261
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$43,414
Grants made (2025)
1
Average grant
$43,414
Median grant
$43,414
Total assets
$1,032,631
Primary geography
Georgia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

+3.9% YoY

Annual Giving

$43K

-11.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$43K

-11.4% YoY

Under IRS private-foundation payout rules, Tr Ui 3 Wo Nannie Westmoreland reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.

How Tr Ui 3 Wo Nannie Westmoreland gives

  • Giving fell 28% from 2022 to 2025. Method
  • In 2025 it paid out 83% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Tallulah Falls

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $38K (2023) to $60K (2022). In 2025 it made 1 grant totaling $43K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Tallulah Falls School: $43KTallulah Falls School$43K

The largest 2025 recipient was Tallulah Falls School ($43K).

Grant Size Distribution

5 grants across all recorded years

4<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Tallulah Falls School Tallulah Falls, GAUnrestricted General$43,414

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,032,631$993,540$992,852
Revenue$98,654$33,855$-7,354
Expenses$61,864$64,820$56,569
Qualifying Distributions$49,627$54,740$42,906
Net Investment Income$86,829$21,274$12,538
Distributable Amount$59,469$56,052$51,661

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Tr Ui 3 Wo Nannie Westmoreland's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $13K (2022) → $15K (2025)

Former officers (1)
  • Former: Bank Of America N A (2021) — Trustee

Data from IRS Form 990 filings, 2021–2025. "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: $15KBank of AmericaTrustee$15K

The highest reported compensation on the 2025 filing was $15K, to Bank of America (Trustee).

Frequently asked questions about Tr Ui 3 Wo Nannie Westmoreland

How much does Tr Ui 3 Wo Nannie Westmoreland give each year?

Tr Ui 3 Wo Nannie Westmoreland gave $43K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $49K across 1 grant.

How large is Tr Ui 3 Wo Nannie Westmoreland?

Tr Ui 3 Wo Nannie Westmoreland reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $59K (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.

Where does Tr Ui 3 Wo Nannie Westmoreland operate?

Tr Ui 3 Wo Nannie Westmoreland has awarded grants in Georgia.

What is Tr Ui 3 Wo Nannie Westmoreland's EIN?

Tr Ui 3 Wo Nannie Westmoreland's EIN (Employer Identification Number) is 58-6028261. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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