Tr Uw Samuel W Holdcroft

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.

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

Cities

Charles CityCulpeperFork UnionLouisvilleLynchburgMechanicsvilleRichmondSalem

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

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$289KUNIVERSITY OF RICHMOND$31KCENTRA HEALTH FOUNDATION$21KSOUTHERN BAPT THEO$13KVIRGINIA BAPTIST CHILDRE…$10KFORK UNION MILITARY$10KMASONIC HOME OF VIRGINIA$10KMT PLEASANT BAPTIST$10KVIRGINIA BAPTIST HOMES$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 include Virginia Baptist General ($289,382), University of Richmond ($31,451), Centra Health Foundation ($20,902).

RecipientPurposeAmount
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
SOUTHERN BAPT THEO LOUISVILLE, KYUNRESTRICTED GENERAL$13,255
UNIVERSITY OF RICHMOND RICHMOND, VAUNRESTRICTED GENERAL$31,451
VIRGINIA BAPTIST GENERAL RICHMOND, VAUNRESTRICTED GENERAL$289,382
VIRGINIA BAPTIST HOMES CULPEPER, VAUNRESTRICTED GENERAL$10,471
CENTRA HEALTH FOUNDATION LYNCHBURG, VAUNRESTRICTED GENERAL$20,902
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 AMERICATRUSTEE$74K

From 2025 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 April 2026. Sourced from IRS Form 990-PF filings.

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