Whitlock Memorial Fund Uw
Whitlock Memorial Fund Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 5 grants totaling $144K. Net investment income was $232K.
Key facts about Whitlock Memorial Fund Uw
- EIN
- 54-6225993
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $143,760
- Grants made (2025)
- 5
- Average grant
- $28,752
- Median grant
- $28,752
- Total assets
- $2,906,475
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Whitlock Memorial Fund Uw funds
By grant dollars, the top recipient states for Whitlock Memorial Fund Uw's 5 itemized 2025 grants were Virginia (100%). The most frequent recipient cities were Richmond, VA (4 grants). 100% of grants with a stated purpose were for general or operating support.
How Whitlock Memorial Fund Uw gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Whitlock Memorial Fund Uw
- How to evaluate Whitlock Memorial Fund Uw as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.9M
+1.9% YoY
Annual Giving
$144K
+19.9% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$29K
+19.9% YoY
Under IRS private-foundation payout rules, Whitlock Memorial Fund Uw reported a distributable amount of $166K for 2025 — the minimum it must pay out in qualifying distributions.
About Whitlock Memorial Fund Uw
Based on IRS filings
Whitlock Memorial Fund Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 5 grants totaling $144K. Net investment income was $232K.
Ready to take the next step with Whitlock Memorial Fund Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,906,475 | $2,852,330 | $2,893,450 |
| Revenue | $267,042 | $95,776 | $-76,210 |
| Expenses | $198,073 | $165,432 | $195,131 |
| Qualifying Distributions | $164,733 | $136,572 | $153,242 |
| Net Investment Income | $232,104 | $65,796 | $32,957 |
| Distributable Amount | $166,166 | $153,238 | $146,707 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include The Virginia Home for BOYS&GIRLS ($28,752), Sheltering Arms Hospital ($28,752), Children's Hospital ($28,752).
| Recipient | Purpose | Amount |
|---|---|---|
| THE VIRGINIA HOME FOR BOYS&GIRLS Henrico, VA | UNRESTRICTED GENERAL | $28,752 |
| SHELTERING ARMS HOSPITAL Richmond, VA | UNRESTRICTED GENERAL | $28,752 |
| CHILDREN'S HOSPITAL Richmond, VA | UNRESTRICTED GENERAL | $28,752 |
| THE VIRGINIA HOME Richmond, VA | UNRESTRICTED GENERAL | $28,752 |
| ANNABELLA R JENKINS FOUNDATION Richmond, VA | UNRESTRICTED GENERAL | $28,752 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America | Trustee | 1 | $44,602 |
Frequently Asked Questions
How large is Whitlock Memorial Fund Uw?
As of 2025, Whitlock Memorial Fund Uw holds $2.9M in total assets with $267K in annual revenue. It awarded 5 grants totaling $144K in 2025.
Where does Whitlock Memorial Fund Uw operate?
Whitlock Memorial Fund Uw has awarded grants in Virginia.
What size grants does Whitlock Memorial Fund Uw award?
In 2025, Whitlock Memorial Fund Uw awarded 5 grants totaling $144K — an average of about $29K per grant, based on its IRS Form 990 filings.
How much is Whitlock Memorial Fund Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Whitlock Memorial Fund Uw reported a distributable amount of $166K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Whitlock Memorial Fund Uw's EIN?
Whitlock Memorial Fund Uw's EIN (Employer Identification Number) is 54-6225993. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.