W & a Ruegamer Charitable Trust is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $862K in total assets. In 2025, it awarded 1 grants totaling $36K. Net investment income was $55K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$862K
+1.2% YoY
Annual Giving
$36K
+3.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$36K
+3.8% YoY
Under IRS private-foundation payout rules, W & a Ruegamer Charitable Trust reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.
About W & a Ruegamer Charitable Trust
Based on IRS filings
W & a Ruegamer Charitable Trust is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $862K in total assets. In 2025, it awarded 1 grants totaling $36K. Net investment income was $55K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $861,591 | $851,181 | $865,462 |
| Revenue | $72,112 | $35,535 | $13,053 |
| Expenses | $65,908 | $61,750 | $67,991 |
| Qualifying Distributions | $49,013 | $46,691 | $51,283 |
| Net Investment Income | $55,072 | $18,531 | — |
| Distributable Amount | $52,012 | $48,990 | $46,800 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include University of Florida Foundation Inc ($36,335).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF FLORIDA FOUNDATION INC GAINESVILLE, FL | UNRESTRICTED GENERAL | $36,335 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $14,965 |
| THOMAS VANNESS JR | TRUSTEE | 20 | $8,801 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is W & a Ruegamer Charitable Trust?
W & a Ruegamer Charitable Trust is a private foundation focused on Education, based in DALLAS, TX. It holds $862K in total assets as of 2025.
How large is W & a Ruegamer Charitable Trust?
As of 2025, W & a Ruegamer Charitable Trust holds $862K in total assets with $72K in annual revenue. It awarded 1 grants totaling $36K in 2025.
Where does W & a Ruegamer Charitable Trust operate?
W & a Ruegamer Charitable Trust has awarded grants in Florida.
What size grants does W & a Ruegamer Charitable Trust award?
In 2025, W & a Ruegamer Charitable Trust awarded 1 grants totaling $36K — an average of about $36K per grant, based on its IRS Form 990 filings.
How much is W & a Ruegamer Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, W & a Ruegamer Charitable Trust reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is W & a Ruegamer Charitable Trust's EIN?
W & a Ruegamer Charitable Trust's EIN (Employer Identification Number) is 59-7213889. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in W & a Ruegamer Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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