Tr Uw Fenton F Finch Charitable
Tr Uw Fenton F Finch Charitable is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.8M in total assets. In 2025, it awarded 6 grants totaling $153K. Net investment income was $369K.
Key facts about Tr Uw Fenton F Finch Charitable
In short: Tr Uw Fenton F Finch Charitable gave $153K across 6 grants in 2025 (avg $25K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- EIN
- 52-7186432
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $152,886
- Grants made (2025)
- 6
- Average grant
- $25,481
- Median grant
- $25,481
- Total assets
- $3,827,779
- Primary geography
- Virginia (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
$3.8M
+5.1% YoY
Annual Giving
$153K
+8.0% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$25K
+8.0% YoY
Under IRS private-foundation payout rules, Tr Uw Fenton F Finch Charitable reported a distributable amount of $221K for 2025 — the minimum it must pay out in qualifying distributions.
How Tr Uw Fenton F Finch Charitable gives
- Giving fell 33% from 2022 to 2025. Method
- In 2025 it paid out 80% 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
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $138K (2020) to $229K (2022). In 2025 it made 6 grants totaling $153K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was The Community Foundation Inc ($25K). Together the top 6 received $153K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Community Foundation Inc Richmond, VA | Unrestricted General | $25,481 |
| Westminster Canterbury Richmond, VA | Unrestricted General | $25,481 |
| Sheltering Arms Hospital Mechanicsvlle, VA | Unrestricted General | $25,481 |
| Children's Hospital Richmond, VA | Unrestricted General | $25,481 |
| Masonic Home of Virginia Richmond, VA | Unrestricted General | $25,481 |
| The Virginia Home Richmond, VA | Unrestricted General | $25,481 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,827,779 | $3,642,356 | $3,476,631 |
| Revenue | $406,431 | $375,091 | $117,889 |
| Expenses | $222,079 | $205,477 | $234,953 |
| Qualifying Distributions | $177,702 | $168,852 | $203,684 |
| Net Investment Income | $368,764 | $336,233 | $75,020 |
| Distributable Amount | $221,018 | $206,559 | $188,723 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Tr Uw Fenton F Finch Charitable's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$50K (2021) → $51K (2025)
Former officers (1)
- Former: Bank Of America NA (2019–2020) — 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 $51K, to Bank of America (Trustee).
Frequently asked questions about Tr Uw Fenton F Finch Charitable
How much does Tr Uw Fenton F Finch Charitable give each year?
Tr Uw Fenton F Finch Charitable gave $153K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $142K across 6 grants.
What is Tr Uw Fenton F Finch Charitable's typical grant size?
Tr Uw Fenton F Finch Charitable's median grant in 2025 was $25,481, and its average grant was $25,481, across 6 grants on its 2025 IRS Form 990-PF.
Where does Tr Uw Fenton F Finch Charitable give grants?
Tr Uw Fenton F Finch Charitable gives mostly in Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Richmond, VA (5 grants).
Does Tr Uw Fenton F Finch Charitable give general operating support?
Yes: 100% of Tr Uw Fenton F Finch Charitable's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tr Uw Fenton F Finch Charitable's largest grantees?
Tr Uw Fenton F Finch Charitable's largest 2025 grantees include The Community Foundation Inc ($25,481), Westminster Canterbury ($25,481) and Sheltering Arms Hospital ($25,481), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Tr Uw Fenton F Finch Charitable?
Tr Uw Fenton F Finch Charitable reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $178K in qualifying distributions that year, against a required minimum of $221K (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 Uw Fenton F Finch Charitable's EIN?
Tr Uw Fenton F Finch Charitable's EIN (Employer Identification Number) is 52-7186432. 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.
Here's the math on researching Tr Uw Fenton F Finch Charitable by hand.
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