Tr Uw Lloyd L Whitley

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 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grants totaling $68K. Net investment income was $40K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+3.6% YoY

Annual Giving

$68K

+20.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$68K

+20.0% YoY

Under IRS private-foundation payout rules, Tr Uw Lloyd L Whitley reported a distributable amount of $78K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Uw Lloyd L Whitley

Based on IRS filings

Ready to take the next step with Tr Uw Lloyd L Whitley?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $343K (100%)

States

Georgia

Cities

Atlanta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,410,954	$1,361,269	$1,398,470
Revenue	$50,547	$-10,556	$244,876
Expenses	$78,309	$71,462	$96,255
Qualifying Distributions	$71,290	$59,723	$87,221
Net Investment Income	$40,353	$24,138	$236,267
Distributable Amount	$78,339	$70,042	$70,091

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Emory University ($67,847).

Recipient	Purpose	Amount
EMORY UNIVERSITY ATLANTA, GA	UNRESTRICTED GENERAL	$67,847

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$7,809

Frequently Asked Questions

How large is Tr Uw Lloyd L Whitley?

As of 2024, Tr Uw Lloyd L Whitley holds $1.4M in total assets with $51K in annual revenue. It awarded 1 grants totaling $68K in 2024.

Where does Tr Uw Lloyd L Whitley operate?

Tr Uw Lloyd L Whitley has awarded grants in Georgia.

What size grants does Tr Uw Lloyd L Whitley award?

In 2024, Tr Uw Lloyd L Whitley awarded 1 grants totaling $68K — an average of about $68K per grant, based on its IRS Form 990 filings.

How much is Tr Uw Lloyd L Whitley required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw Lloyd L Whitley reported a distributable amount of $78K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.