Tr Walter Rich Et Al Mem Fd Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.5M in total assets. In 2024, it awarded 7 grants totaling $406K. Net investment income was $1.1M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.5M
+8.9% YoY
Annual Giving
$406K
-27.4% YoY
Grant Count
7
-30.0% YoY
Avg Grant Size
$58K
+3.7% YoY
About Tr Walter Rich Et Al Mem Fd Uw
Based on IRS filings
Tr Walter Rich Et Al Mem Fd Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.5M in total assets. In 2024, it awarded 7 grants totaling $406K. Net investment income was $1.1M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,478,221 | $7,787,749 | $8,200,567 |
| Revenue | $1,144,843 | $42,259 | $874,274 |
| Expenses | $454,910 | $603,171 | $532,233 |
| Qualifying Distributions | $428,535 | $580,464 | $482,359 |
| Net Investment Income | $1,118,371 | $216,711 | $851,764 |
| Distributable Amount | $457,524 | $577,229 | $430,925 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $39,551 |
| JENNER WOOD | CHAIRMAN | 1 | — |
| KIRBY THOMPSON | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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