Tr Wilbur H Palmer Uw

Private foundation · Grantmaker Dallas, TX EIN: 54-6159009

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

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

RichmondStauntonWaynesboroBrookhavenFishersville

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K4 grants2019 4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

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

Children's Home Society of Virginia: $9KChildren's Home Society ofVirginia$9KThe Salvation Army: $5KThe Salvation Army$5KStonewall Jackson Area BSA Council: $3KStonewall Jackson Area BSACouncil$3KUnited Way of Greater Augusta: $160United Way of Greater Augusta$160

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

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Children's Home Society of Virginia Richmond, VAUnrestricted General$8,691
The Salvation Army Brookhaven, VAUnrestricted General$4,878
Stonewall Jackson Area BSA Council Waynesboro, VAUnrestricted General$3,474
United Way of Greater Augusta Staunton, VAUnrestricted General$160

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. 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

Bank of America — Trustee: $5KBank of AmericaTrustee$5K

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.

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