Tr Uw Samuel W Holdcroft

Foundation · Grantmaker Dallas, TX EIN: 54-6030447

Tr Uw Samuel W Holdcroft is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.9M in total assets. In 2025, it awarded 10 grants totaling $418K. Net investment income was $613K.

Key facts about Tr Uw Samuel W Holdcroft

EIN
54-6030447
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$417,816
Grants made (2025)
10
Average grant
$41,782
Median grant
$10,471
New grantees (estimate)
0% first-time grantees (0 of 10, 2025)
Total assets
$6,945,269
Primary geography
Virginia (97% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Tr Uw Samuel W Holdcroft funds

By grant dollars, the top recipient states for Tr Uw Samuel W Holdcroft's 10 itemized 2025 grants were Virginia (97%). The most frequent recipient cities were Richmond, VA (3 grants). 100% of grants with a stated purpose were for general or operating support.

Is Tr Uw Samuel W Holdcroft open to new grantees?

0%

first-time grantees, 2025

In 2025, 0 of 10 grantees (0%) were first-time recipients. How we count

  • 100% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+10%). Method
  • In 2025 it paid out 115% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.9M

+2.7% YoY

Annual Giving

$418K

+3.4% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$42K

+3.4% YoY

Under IRS private-foundation payout rules, Tr Uw Samuel W Holdcroft reported a distributable amount of $394K for 2025 — the minimum it must pay out in qualifying distributions.

About Tr Uw Samuel W Holdcroft

Based on IRS filings

Tr Uw Samuel W Holdcroft is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.9M in total assets. In 2025, it awarded 10 grants totaling $418K. Net investment income was $613K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 10 itemized 2025 grant dollars.

Cities

RichmondCharles CityCulpeperFork UnionLouisvilleLynchburgMechanicsvilleSalem

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$413K$825K$1M$2M202020212022202320242025
Metric202520242023
Total Assets$6,945,269$6,764,033$7,026,177
Revenue$675,963$218,177$-182,209
Expenses$519,161$489,130$480,301
Qualifying Distributions$452,828$437,023$415,231
Net Investment Income$612,535$164,937$92,757
Distributable Amount$393,967$363,860$360,586

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$104K$209K$313K$418K11 grants202011 grants202110 grants202210 grants202310 grants202410 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Virginia Baptist General: $289KVirginia Baptist General$289KUniversity of Richmond: $31KUniversity of Richmond$31KCentra Health Foundation: $21KCentra Health Foundation$21KSouthern Bapt Theo: $13KSouthern Bapt Theo$13KVirginia Baptist Children's Home: $10KVirginia Baptist Children'sHome$10KFork Union Military: $10KFork Union Military$10KMasonic Home of Virginia: $10KMasonic Home of Virginia$10KMt Pleasant Baptist: $10KMt Pleasant Baptist$10KVirginia Baptist Homes: $10KVirginia Baptist Homes$10KSheltering Arms Hospital: $10KSheltering Arms Hospital$10K

Grant Size Distribution

51 grants across all recorded years

46<$50K$50–100K3$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Virginia Baptist General ($289,382), University of Richmond ($31,451), Centra Health Foundation ($20,902).

RecipientPurposeAmount
VIRGINIA BAPTIST GENERAL Richmond, VAUNRESTRICTED GENERAL$289,382
UNIVERSITY OF RICHMOND Richmond, VAUNRESTRICTED GENERAL$31,451
CENTRA HEALTH FOUNDATION Lynchburg, VAUNRESTRICTED GENERAL$20,902
SOUTHERN BAPT THEO Louisville, KYUNRESTRICTED GENERAL$13,255
VIRGINIA BAPTIST CHILDREN'S HOME Salem, VAUNRESTRICTED GENERAL$10,471
FORK UNION MILITARY Fork Union, VAUNRESTRICTED GENERAL$10,471
MASONIC HOME OF VIRGINIA Richmond, VAUNRESTRICTED GENERAL$10,471
MT PLEASANT BAPTIST Charles City, VAUNRESTRICTED GENERAL$10,471
VIRGINIA BAPTIST HOMES Culpeper, VAUNRESTRICTED GENERAL$10,471
SHELTERING ARMS HOSPITAL Mechanicsville, VAUNRESTRICTED GENERAL$10,471

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $74KBank of AmericaTrustee$74K

From 2025 IRS filing

NameTitleHoursCompensation
Bank of AmericaTrustee1$74,057

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Tr Uw Samuel W Holdcroft?

Tr Uw Samuel W Holdcroft is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. It holds $6.9M in total assets as of 2025.

How large is Tr Uw Samuel W Holdcroft?

As of 2025, Tr Uw Samuel W Holdcroft holds $6.9M in total assets with $676K in annual revenue. It awarded 10 grants totaling $418K in 2025.

Where does Tr Uw Samuel W Holdcroft operate?

Tr Uw Samuel W Holdcroft has awarded grants in Kentucky, Virginia.

What size grants does Tr Uw Samuel W Holdcroft award?

In 2025, Tr Uw Samuel W Holdcroft awarded 10 grants totaling $418K — an average of about $42K per grant, based on its IRS Form 990 filings.

How much is Tr Uw Samuel W Holdcroft required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Tr Uw Samuel W Holdcroft reported a distributable amount of $394K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tr Uw Samuel W Holdcroft's EIN?

Tr Uw Samuel W Holdcroft's EIN (Employer Identification Number) is 54-6030447. IRS Form 990 filing data is available on this page for 2020–2025.

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

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