Tr Wilbur H Palmer Uw
Tr Wilbur H Palmer Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $355K in total assets. In 2025, it awarded 4 grants totaling $17K. Net investment income was $33K.
Key facts about Tr Wilbur H Palmer Uw
In short: Tr Wilbur H Palmer Uw gave $17K across 4 grants in 2025 (avg $4K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- EIN
- 54-6159009
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $17,203
- Grants made (2025)
- 4
- Average grant
- $4,301
- Median grant
- $4,176
- Total assets
- $355,228
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$355K
+3.6% YoY
Annual Giving
$17K
+15.9% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$4K
+15.9% YoY
Under IRS private-foundation payout rules, Tr Wilbur H Palmer Uw reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
How Tr Wilbur H Palmer Uw gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $11K (2019) to $18K (2022). In 2025 it made 4 grants totaling $17K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Children's Home Society of Virginia ($9K). Together the top 4 received $17K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Children's Home Society of Virginia Richmond, VA | Unrestricted General | $8,691 |
| The Salvation Army Brookhaven, VA | Unrestricted General | $4,878 |
| Stonewall Jackson Area BSA Council Waynesboro, VA | Unrestricted General | $3,474 |
| United Way of Greater Augusta Staunton, VA | Unrestricted General | $160 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $355,228 | $342,849 | $331,432 |
| Revenue | $37,322 | $33,636 | $9,534 |
| Expenses | $25,046 | $21,862 | $18,289 |
| Qualifying Distributions | $20,400 | $17,930 | $14,826 |
| Net Investment Income | $33,280 | $29,458 | $5,024 |
| Distributable Amount | $20,162 | $19,003 | $17,390 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Tr Wilbur H Palmer Uw's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$5K (2021) → $5K (2025)
Former officers (1)
- Former: Bank Of America NA (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $5K, to Bank of America (Trustee).
Frequently asked questions about Tr Wilbur H Palmer Uw
How much does Tr Wilbur H Palmer Uw give each year?
Tr Wilbur H Palmer Uw gave $17K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 4 grants.
What is Tr Wilbur H Palmer Uw's typical grant size?
Tr Wilbur H Palmer Uw's median grant in 2025 was $4,176, and its average grant was $4,301, across 4 grants on its 2025 IRS Form 990-PF.
Where does Tr Wilbur H Palmer Uw give grants?
Tr Wilbur H Palmer Uw gives mostly in Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Tr Wilbur H Palmer Uw give general operating support?
Yes: 100% of Tr Wilbur H Palmer Uw's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Tr Wilbur H Palmer Uw?
Tr Wilbur H Palmer Uw reported $355K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).
What is Tr Wilbur H Palmer Uw's EIN?
Tr Wilbur H Palmer Uw's EIN (Employer Identification Number) is 54-6159009. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Tr Wilbur H Palmer Uw by hand.
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