Tr Uw Lloyd L Whitley

Private foundation · Grantmaker Dallas, TX EIN: 58-6109234

Tr Uw Lloyd L Whitley is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 1 grant totaling $84K. Net investment income was $148K.

Key facts about Tr Uw Lloyd L Whitley

In short: Tr Uw Lloyd L Whitley gave $84K across 1 grant in 2025 (avg $84K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

EIN
58-6109234
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$83,786
Grants made (2025)
1
Average grant
$83,786
Median grant
$83,786
Total assets
$1,472,891
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

$1.5M

+4.4% YoY

Annual Giving

$84K

+23.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$84K

+23.5% YoY

Under IRS private-foundation payout rules, Tr Uw Lloyd L Whitley reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.

How Tr Uw Lloyd L Whitley gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). 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

Atlanta

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $57K (2023) to $84K (2022). In 2025 it made 1 grant totaling $84K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Emory University: $84KEmory University$84K

The largest 2025 recipient was Emory University ($84K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Emory University Atlanta, GAUnrestricted General$83,786

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,472,891$1,410,954$1,361,269
Revenue$157,084$50,547$-10,556
Expenses$96,140$78,309$71,462
Qualifying Distributions$87,516$71,290$59,723
Net Investment Income$147,873$40,353$24,138
Distributable Amount$82,375$78,339$70,042

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 27, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Tr Uw Lloyd L Whitley'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

    $8K (2022) → $9K (2025)

Former officers (1)
  • Former: Bank Of America N A (2020–2021) — Trustee

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

Bank of America — Trustee: $9KBank of AmericaTrustee$9K

The highest reported compensation on the 2025 filing was $9K, to Bank of America (Trustee).

Frequently asked questions about Tr Uw Lloyd L Whitley

How much does Tr Uw Lloyd L Whitley give each year?

Tr Uw Lloyd L Whitley gave $84K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $68K across 1 grant.

How large is Tr Uw Lloyd L Whitley?

Tr Uw Lloyd L Whitley reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $88K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).

Where does Tr Uw Lloyd L Whitley operate?

Tr Uw Lloyd L Whitley has awarded grants in Georgia.

What is Tr Uw Lloyd L Whitley's EIN?

Tr Uw Lloyd L Whitley's EIN (Employer Identification Number) is 58-6109234. IRS Form 990 filing data is available on this page for 2020–2025.

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

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