W and H Thomas Charitable Trust
W and H Thomas Charitable Trust is a private foundation located in Dallas, Texas. It makes grants to qualified charitable organizations and does not conduct direct charitable activities. Its 2025 filing says it does not restrict giving to preselected organizations.
W and H Thomas Charitable Trust at a glance
In short: W and H Thomas Charitable Trust gave $1.8M across 73 grants in 2025 (avg $25K), mostly in Florida. 30% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,847,000
- +16.4% vs 2024
- Grants made (2025)
- 73
- +10.6% vs 2024
- Average grant
- $25,301
- +5.3% vs 2024
- Median grant
- $15,000
- Total assets
- $12,671,077
- -5.5% vs 2024
- New grantees (estimate)
- 30% first-time grantees (22 of 73, 2025)
- Primary geography
- Florida (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to W and H Thomas Charitable Trust
- How to Apply
-
The filing directs applicants to submit an online application and consult the program website for details. The foundation says it does not restrict giving to preselected organizations; application materials and award restrictions are described on the website.
- Review Cycle
- See the program website.
- Deadline
- See the program website.
- Contact
Application contact: Bank Of America
Mailing address: C/O T Sangio 150 North College St, Charlotte, NC 28202
Phone: (980) 683-2362
Email: tony.sangio@bofa.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from W and H Thomas Charitable Trust
Who W and H Thomas Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Boys & Girls Club of St Lucie County ($225K). Together the top 10 received $825K.
Grant Size Distribution
322 grants across all recorded years
The most common grant size was under $50K: 287 grants of 322 (89%).
Geographic Focus
Where this funder awards grants
The trust’s program identifies Palm Beach, Martin, and St. Lucie Counties and select areas in Appalachia as areas it primarily serves. In its 2025 giving, 96% of grant dollars went to recipients in Florida, according to the reported state shares; the remaining reported shares were Indiana 2%, Tennessee 1%, New York 1%, and Ohio 1%.
Grant Distribution by State
Share of 2025 grant dollars across all 73 itemized grants.
Cities
Is W and H Thomas Charitable Trust open to new grantees?
30%
first-time grantees, 2025
In 2025, 22 of 73 grantees (30%) were first-time recipients. First grants averaged $17K; repeat grants $29K. How we count
Medians: $14K first-time, $20K repeat.
- 58% of 2025 grantees were also funded in 2024. Method
- Giving grew 61% from 2022 to 2025. Method
- In 2025 it paid out 195% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $1.1M (2022) to $1.8M (2025). In 2025 it made 73 grants totaling $1.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Club of St Lucie County Fort Pierce, FL | Unrestricted General | $225,000 |
| Treasure Coast Food Bank Fort Pierce, FL | Unrestricted General | $150,000 |
| Council on Aging of Martin County Stuart, FL | Unrestricted General | $80,000 |
| Mustard Seed Ministries Fort Pierce, FL | Unrestricted General | $60,000 |
| Little Lights Dentistry Stuart, FL | Unrestricted General | $60,000 |
| Helping People Succeed Jensen Beach, FL | Unrestricted General | $50,000 |
| Jesus House of Hope Stuart, FL | Unrestricted General | $50,000 |
| Molly's House Stuart, FL | Unrestricted General | $50,000 |
| Tykes & Teens Inc Stuart, FL | Unrestricted General | $50,000 |
| Feed the Hungry Pantry of Palm Beach Cty Palm Beach Gardens, FL | Unrestricted General | $50,000 |
Ready to take the next step with W and H Thomas Charitable Trust?
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 | $12,671,077 | $1,430,988 | $2,175,068 | $1,847,000 | 73 | $1,946,024 | $1,227,231 | $996,201 |
| 2024 | $13,410,676 | $1,737,982 | $1,901,363 | $1,586,500 | 66 | $1,687,254 | $1,538,741 | $976,685 |
| 2023 | $13,577,703 | $521,910 | $1,516,022 | $1,227,600 | 64 | $1,318,832 | $324,837 | $938,407 |
| 2022 | $14,559,692 | $1,381,199 | $1,465,041 | $1,145,000 | 57 | $1,240,527 | $1,184,778 | $960,514 |
| 2021 | $14,646,724 | $2,030,342 | $1,834,846 | $1,494,000 | 62 | $1,604,604 | $1,819,771 | $1,093,839 |
| 2020 | $14,455,364 | $997,406 | $1,733,479 | $1,434,850 | 63 | — | $798,618 | $1,013,252 |
| 2019 | $15,183,572 | $993,495 | $1,902,522 | $1,600,000 | 63 | — | $782,308 | $1,032,571 |
Under IRS private-foundation payout rules, W and H Thomas Charitable Trust reported a distributable amount of $996K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust’s stated charitable activity is making contributions and grants to qualified charitable organizations. Its program describes interests that include educational opportunities for deserving and needy students; protection of the natural environment; medical research and care related to arthritis, blindness, and diabetes; assistance for poor people, especially in Appalachia and among American Indian communities; and care for orphaned children who are unlikely to be adopted.
The program seeks to assist public charities classified under Section 501(c)(3). Its 2025 grantees illustrate a range of services: Treasure Coast Food Bank says it works to alleviate hunger through food and essentials distribution in four Florida counties; Tykes & Teens describes providing behavioral health prevention and treatment for children; and SafeSpace says it supports adult victims of domestic violence and their children through intervention, prevention, and advocacy.
Grantmaking
In 2025, the trust reported 73 grants totaling $1,847,000. Individual grants ranged from $5,000 to $225,000, with a median of $15,000. Its largest reported grants included $225,000 to Boys & Girls Club of St. Lucie County, $150,000 to Treasure Coast Food Bank, and $80,000 to Council on Aging of Martin County. Other notable awards included $60,000 each to Mustard Seed Ministries and Little Lights Dentistry, and $50,000 each to Helping People Succeed, Jesus House of Hope, Molly’s House, Tykes & Teens, and Feed the Hungry Pantry of Palm Beach County. The listed 2025 grant purposes were “unrestricted general.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America N.A., Marilyn Moore, Jim Elam CPA, Marjorie S. Blanz, and Barbara Hidde as co-trustees.
W and H Thomas Charitable Trust's 2025 filing lists 5 officers; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America N A
Co-Trustee
On filings since 2019
1 hr/week
$133K (2019) → $139K (2025)
Jim Elam CPA
Co-Trustee
On filings since 2019
1 hr/week
$42K (2019) → $42K (2025)
Marilyn Moore
Co-Trustee
On filings since 2019
1 hr/week
$42K (2019) → $42K (2025)
Marjorie S. Blanz
Co-Trustee
On filings since 2019
1 hr/week
$31K (2020) → $11K (2025)
Barbara Hidde
Co-Trustee
New on the 2025 filing
1 hr/week
$32K (2025)
Former officers (1)
- Former: Dennis Blanz (2019–2020) — Co-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 $139K, to Bank of America N a (Co-Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about W and H Thomas Charitable Trust
How much does W and H Thomas Charitable Trust give each year?
W and H Thomas Charitable Trust gave $1.8M across 73 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.6M across 66 grants.
What is W and H Thomas Charitable Trust's typical grant size?
W and H Thomas Charitable Trust's median grant in 2025 was $15,000, and its average grant was $25,301, across 73 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from W and H Thomas Charitable Trust that year got $17K on average.
Where does W and H Thomas Charitable Trust give grants?
W and H Thomas Charitable Trust gives mostly in Florida: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Stuart, FL (12 grants), W Palm Beach, FL (12 grants), Fort Pierce, FL (7 grants) and Boca Raton, FL (4 grants).
Does W and H Thomas Charitable Trust give general operating support?
Yes: 100% of W and H Thomas Charitable Trust's 2025 grants with a stated purpose (73 of 73) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are W and H Thomas Charitable Trust's largest grantees?
W and H Thomas Charitable Trust's largest 2025 grantees include Boys & Girls Club of St Lucie County ($225,000), Treasure Coast Food Bank ($150,000) and Council on Aging of Martin County ($80,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
How large is W and H Thomas Charitable Trust?
W and H Thomas Charitable Trust reported $12.7M in total assets on its 2025 IRS Form 990-PF. It paid out $1.9M in qualifying distributions that year, against a required minimum of $996K (roughly 5% of its investment assets).
What does W and H Thomas Charitable Trust fund?
The trust’s stated charitable activity is making contributions and grants to qualified charitable organizations. See mission & focus areas ↑
How do I apply for a grant from W and H Thomas Charitable Trust?
The filing directs applicants to submit an online application and consult the program website for details. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is W and H Thomas Charitable Trust's EIN?
W and H Thomas Charitable Trust's EIN (Employer Identification Number) is 36-6917007. 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. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in W and H Thomas Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). W and H Thomas Charitable Trust funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/w-and-h-thomas-charitable-trust-morg_baa869ff12844de68bcf2de97345f184
BibTeX
@misc{grantable_366917007_2026,
author = {{Grantable}},
title = {{W and H Thomas Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/w-and-h-thomas-charitable-trust-morg_baa869ff12844de68bcf2de97345f184},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from W and H Thomas Charitable Trust'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.
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