Tr Ui Will Kathleen Jaques Foundation

Foundation · Grantmaker RICHARDSON, TX EIN: 58-6108931

Tr Ui Will Kathleen Jaques Foundation is a private foundation focused on Human Services, based in RICHARDSON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 17 grants totaling $170K. Net investment income was $732K.

Key facts about Tr Ui Will Kathleen Jaques Foundation

EIN
58-6108931
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$170,400
Grants made (2024)
17
Average grant
$10,024
Median grant
$7,700
Total assets
$3,463,373
Primary geography
Georgia (97% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

Who Tr Ui Will Kathleen Jaques Foundation funds

By grant dollars, the top recipient states for Tr Ui Will Kathleen Jaques Foundation's 17 itemized 2024 grants were Georgia (97%). The most frequent recipient cities were Macon, GA (8 grants) and Atlanta, GA (2 grants). 100% of grants with a stated purpose were for general or operating support.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.5M

+18.3% YoY

Annual Giving

$170K

+75.7% YoY

Grant Count

17

+1600.0% YoY

Avg Grant Size

$10K

-89.7% YoY

Under IRS private-foundation payout rules, Tr Ui Will Kathleen Jaques Foundation reported a distributable amount of $178K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Ui Will Kathleen Jaques Foundation

Based on IRS filings

Tr Ui Will Kathleen Jaques Foundation is a private foundation focused on Human Services, based in RICHARDSON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 17 grants totaling $170K. Net investment income was $732K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 17 itemized 2024 grant dollars.

Cities

MaconAtlantaAthensColumbusDahlonegaDaltonFort ValleyKennesawNorcrossProvidence

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$208K$416K$624K$832K20202021202220232024
Metric202420232022
Total Assets$3,463,373$2,928,547$2,959,883
Revenue$756,685$96,644$-91,570
Expenses$211,792$123,123$275,746
Qualifying Distributions$187,320$109,384$247,092
Net Investment Income$732,180$74,214$48,806
Distributable Amount$177,680$157,717$162,702

Giving Over Time

Total grant dollars and number of grants per year

$0$59K$119K$178K$237K8 grants20201 grants20211 grants20221 grants202317 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Macon Volunteer Clinic$20KRescue Mission of Middle…$20KAlzheimer's Association …$20KUniversity of Georgia$19KKennesaw State University$15KGeorgia Institute of Tec…$11KTindall Heights Brotherh…$9KColumbus State University$8KMercer University$8KBrown University$6K

Grant Size Distribution

28 grants across all recorded years

24<$50K2$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Macon Volunteer Clinic ($20,000), Rescue Mission of Middle Georgia Inc ($20,000), Alzheimer's Association Georgia Chapter ($20,000).

RecipientPurposeAmount
MACON VOLUNTEER CLINIC MACON, GAUNRESTRICTED GENERAL SUPPORT$20,000
RESCUE MISSION OF MIDDLE GEORGIA INC MACON, GAUNRESTRICTED GENERAL SUPPORT$20,000
ALZHEIMER'S ASSOCIATION GEORGIA CHAPTER MACON, GAUNRESTRICTED GENERAL SUPPORT$20,000
UNIVERSITY OF GEORGIA ATHENS, GAUNRESTRICTED GENERAL SUPPORT$18,700
KENNESAW STATE UNIVERSITY KENNESAW, GAUNRESTRICTED GENERAL SUPPORT$15,400
GEORGIA INSTITUTE OF TECHNOLOGY ATLANTA, GAUNRESTRICTED GENERAL SUPPORT$11,000
TINDALL HEIGHTS BROTHERHOOD INC MACON, GAUNRESTRICTED GENERAL SUPPORT$9,000
COLUMBUS STATE UNIVERSITY COLUMBUS, GAUNRESTRICTED GENERAL SUPPORT$7,700
MERCER UNIVERSITY MACON, GAUNRESTRICTED GENERAL SUPPORT$7,700
BROWN UNIVERSITY PROVIDENCE, RIUNRESTRICTED GENERAL SUPPORT$5,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

AMERICAN NATIONAL BA…SUCCESSOR TRUSTEE$31KBANK OF AMERICATRUSTEE$5K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$5,080
AMERICAN NATIONAL BANK OF TEXASSUCCESSOR TRUSTEE1$30,800

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Tr Ui Will Kathleen Jaques Foundation?

Tr Ui Will Kathleen Jaques Foundation is a private foundation focused on Human Services, based in RICHARDSON, TX. It holds $3.5M in total assets as of 2024.

How large is Tr Ui Will Kathleen Jaques Foundation?

As of 2024, Tr Ui Will Kathleen Jaques Foundation holds $3.5M in total assets with $757K in annual revenue. It awarded 17 grants totaling $170K in 2024.

Where does Tr Ui Will Kathleen Jaques Foundation operate?

Tr Ui Will Kathleen Jaques Foundation has awarded grants in Georgia, Rhode Island.

What size grants does Tr Ui Will Kathleen Jaques Foundation award?

In 2024, Tr Ui Will Kathleen Jaques Foundation awarded 17 grants totaling $170K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Tr Ui Will Kathleen Jaques Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ui Will Kathleen Jaques Foundation reported a distributable amount of $178K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tr Ui Will Kathleen Jaques Foundation's EIN?

Tr Ui Will Kathleen Jaques Foundation's EIN (Employer Identification Number) is 58-6108931. IRS Form 990 filing data is available on this page for 2020–2024.

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

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