Tr Walter Rich Et Al Mem FD Uw
Tr Walter Rich Et Al Mem FD Uw is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $8.6M in total assets. In 2025, it awarded 8 grants totaling $435K. Net investment income was $588K.
Tr Walter Rich Et Al Mem FD Uw at a glance
In short: Tr Walter Rich Et Al Mem FD Uw gave $435K across 8 grants in 2025 (avg $54K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $435,248
- +7.1% vs 2024
- Grants made (2025)
- 8
- +14.3% vs 2024
- Average grant
- $54,406
- -6.3% vs 2024
- Median grant
- $40,124
- Total assets
- $8,592,669
- +1.3% vs 2024
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tr Walter Rich Et Al Mem FD Uw funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Hope Atlanta ($125K). Together the top 8 received $435K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 15 grants of 36 (42%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Tr Walter Rich Et Al Mem FD Uw gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 92% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $386K (2020) to $559K (2023). In 2025 it made 8 grants totaling $435K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hope Atlanta Atlanta, GA | General Operating | $125,000 |
| Woodward Academy College Park, GA | General Operating | $100,000 |
| Atlanta Fire Rescue Foundation Atlanta, GA | General Operating | $50,000 |
| Jerusalem House Atlanta, GA | General Operating | $50,000 |
| Ethne Health Clarkston, GA | General Operating | $30,248 |
| The Children's Museum of Atlanta Atlanta, GA | General Operating | $30,000 |
| Camp Kudzu Atlanta, GA | General Operating | $25,000 |
| Soccer in the Streets Atlanta, GA | General Operating | $25,000 |
Ready to take the next step with Tr Walter Rich Et Al Mem FD Uw?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $8,592,669 | $613,229 | $500,623 | $435,248 | 8 | $458,531 | $587,614 | $497,467 |
| 2024 | $8,478,221 | $1,144,843 | $454,910 | $406,259 | 7 | $428,535 | $1,118,371 | $457,524 |
| 2023 | $7,787,749 | $42,259 | $603,171 | $559,494 | 10 | $580,464 | $216,711 | $577,229 |
| 2022 | $8,200,567 | $874,274 | $532,233 | $460,928 | 5 | $482,359 | $851,764 | $430,925 |
| 2021 | $7,860,247 | $918,839 | $448,105 | $395,000 | 6 | $418,933 | $895,946 | $484,967 |
| 2020 | $7,390,213 | $288,158 | $439,147 | $386,000 | 9 | — | $268,264 | $416,434 |
Under IRS private-foundation payout rules, Tr Walter Rich Et Al Mem FD Uw reported a distributable amount of $497K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Walter Rich Et Al Mem FD Uw is led by Jenner Wood, Chairman on every filing since 2020; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Jenner Wood
Chairman
On filings since 2020
1 hr/week
No compensation reported
Truist Bank
Trustee
On filings since 2021
1 hr/week
$41K (2021) → $42K (2025)
Kirby Thompson
Secretary
On filings since 2020
1 hr/week
No compensation reported
Former officers (3)
- Former: Dave Dierker (2020–2022) — Dist Committee
- Former: John Geraghty (2020–2022) — Dist Committee
- Former: Truist Bank FKA Suntrust Bank (2020) — 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
The highest reported compensation on the 2025 filing was $42K, to Truist Bank (Trustee).
Frequently asked questions about Tr Walter Rich Et Al Mem FD Uw
How much does Tr Walter Rich Et Al Mem FD Uw give each year?
Tr Walter Rich Et Al Mem FD Uw gave $435K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $406K across 7 grants.
What is Tr Walter Rich Et Al Mem FD Uw's typical grant size?
Tr Walter Rich Et Al Mem FD Uw's median grant in 2025 was $40,124, and its average grant was $54,406, across 8 grants on its 2025 IRS Form 990-PF.
Where does Tr Walter Rich Et Al Mem FD Uw give grants?
Tr Walter Rich Et Al Mem FD Uw gives mostly in Georgia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Atlanta, GA (6 grants).
Does Tr Walter Rich Et Al Mem FD Uw give general operating support?
Yes: 100% of Tr Walter Rich Et Al Mem FD Uw's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tr Walter Rich Et Al Mem FD Uw's largest grantees?
Tr Walter Rich Et Al Mem FD Uw's largest 2025 grantees include Hope Atlanta ($125,000), Woodward Academy ($100,000) and Atlanta Fire Rescue Foundation ($50,000), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is Tr Walter Rich Et Al Mem FD Uw?
Tr Walter Rich Et Al Mem FD Uw reported $8.6M in total assets on its 2025 IRS Form 990-PF. It paid out $459K in qualifying distributions that year, against a required minimum of $497K (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 Walter Rich Et Al Mem FD Uw's EIN?
Tr Walter Rich Et Al Mem FD Uw's EIN (Employer Identification Number) is 58-6026053. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Tr Walter Rich Et Al Mem FD Uw funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Tr Walter Rich Et Al Mem FD Uw's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Lettie Pate Evans Foundation Inc
Atlanta, GA
The foundation funds education and arts and culture, primarily through large, often one-time project grants; its 2025 awards ranged from $500,000 to $8.6 million, with a median of about $1.15 million. It focuses on metro Atlanta and Georgia, with occasional grants in Virginia to organizations Lettie Pate Evans supported during her life. It accepts unsolicited requests and encourages an informal inquiry before applying.
Assets
$243.6M
Grants
10
Total Given
$21.5M
TW Marian W Ottley Atlanta Main
Saint Louis, MO
In 2024, the foundation supported organizations working in trails, nature, arts, education, health care, and historic preservation, with most funding going to Georgia. Grants ranged from $4,000 to $250,000, with a median of $30,000. It does not limit giving to preselected organizations; contact the administrator for application forms and deadlines.
Assets
$51.2M
Grants
59
Total Given
$2.9M
The Florence Harry English Mem Fund
Orlando, FL
Assets
$18.1M
Grants
9
Total Given
$926K
Fraser-Parker Foundation
Atlanta, GA
The Fraser-Parker Foundation supports a broad range of charitable organizations, including schools, higher education, arts, trails, and community and human services, with most of its giving in Georgia. In 2024, grants ranged from $25,000 to $1.5 million, with a median of $100,000. It accepts no unsolicited funding requests and gives only to preselected organizations.
Assets
$219.1M
Grants
40
Total Given
$8.3M
J Bulow Campbell Foundation
Atlanta, GA
The J. Bulow Campbell Foundation primarily supports capital campaigns in education, youth development, human services, public spaces, and cultural institutions, with a preference for established nonprofits and added consideration for Christian-based organizations. Its 2024 grants ranged from $100,000 to $4.5 million, with a median of $400,000; it focuses on Atlanta and Georgia, with eligibility extending to five neighboring states. Applicants are encouraged to speak with staff before beginning with a one-page request letter.
Assets
$758.1M
Grants
57
Total Given
$40.0M
The Rich Foundation Inc
Atlanta, GA
The Rich Foundation supports Metro Atlanta initiatives across arts and culture, food assistance, legal services, health, history, and programs for older adults and people with disabilities. Its 2025 grants ranged from $5,000 to $150,000, with a median of $50,000. The filing lists application materials and says grants are not limited to preselected organizations, but does not explicitly state whether unsolicited requests are accepted.
Assets
$51.7M
Grants
37
Total Given
$2.1M
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Tr Walter Rich Et Al Mem FD Uw's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Tr Walter Rich Et Al Mem FD Uw down — hundreds of funders to go?