Whitlock Memorial Fund Uw
Whitlock Memorial Fund Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $3.3M in total assets. In 2026, it awarded 5 grants totaling $147K. Net investment income was $413K.
Whitlock Memorial Fund Uw at a glance
In short: Whitlock Memorial Fund Uw gave $147K across 5 grants in 2026 (avg $29K), mostly in Virginia. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $146,620
- +2.0% vs 2025
- Grants made (2026)
- 5
- +0.0% vs 2025
- Average grant
- $29,324
- +2.0% vs 2025
- Median grant
- $29,324
- Total assets
- $3,261,296
- +12.2% vs 2025
- Primary geography
- Virginia (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Whitlock Memorial Fund Uw funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2026
The largest 2026 recipient was The Virginia Home for Boys & Girls ($29K). Together the top 5 received $147K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 21 grants of 23 (91%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 5 itemized grants.
States
Cities
How Whitlock Memorial Fund Uw gives
- Giving held roughly steady from 2023 to 2026 (+11%). Method
- In 2026 it paid out 95% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $104K (2020) to $174K (2022). In 2026 it made 5 grants totaling $147K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Virginia Home for Boys & Girls Henrico, VA | Unrestricted General | $29,324 |
| Sheltering Arms Hospital Richmond, VA | Unrestricted General | $29,324 |
| Children's Hospital Richmond, VA | Unrestricted General | $29,324 |
| The Virginia Home Richmond, VA | Unrestricted General | $29,324 |
| Annabella R Jenkins Foundation Richmond, VA | Unrestricted General | $29,324 |
Ready to take the next step with Whitlock Memorial Fund Uw?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $3,261,296 | $454,926 | $207,998 | $146,620 | 5 | $169,281 | $413,121 | $178,586 |
| 2025 | $2,906,475 | $267,042 | $198,073 | $143,760 | 5 | $164,733 | $232,104 | $166,166 |
| 2024 | $2,852,330 | $95,776 | $165,432 | $119,865 | 5 | $136,572 | $65,796 | $153,238 |
| 2023 | $2,893,450 | $-76,210 | $195,131 | $132,270 | 4 | $153,242 | $32,957 | $146,707 |
| 2022 | $3,165,719 | $630,893 | $226,240 | $173,850 | 4 | $192,393 | $595,510 | $169,869 |
| 2021 | $3,062,511 | $201,078 | $166,700 | $115,776 | 6 | — | $172,933 | $158,741 |
| 2020 | $2,678,267 | $188,908 | $146,375 | $103,578 | 6 | — | $170,464 | $139,856 |
Under IRS private-foundation payout rules, Whitlock Memorial Fund Uw reported a distributable amount of $179K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Whitlock Memorial Fund Uw's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$45K (2022) → $48K (2026)
Former officers (1)
- Former: Bank Of America NA (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $48K, to Bank of America (Trustee).
Frequently asked questions about Whitlock Memorial Fund Uw
How much does Whitlock Memorial Fund Uw give each year?
Whitlock Memorial Fund Uw gave $147K across 5 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $144K across 5 grants.
What is Whitlock Memorial Fund Uw's typical grant size?
Whitlock Memorial Fund Uw's median grant in 2026 was $29,324, and its average grant was $29,324, across 5 grants on its 2026 IRS Form 990-PF.
Where does Whitlock Memorial Fund Uw give grants?
Whitlock Memorial Fund Uw gives mostly in Virginia: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Richmond, VA (4 grants).
Does Whitlock Memorial Fund Uw give general operating support?
Yes: 100% of Whitlock Memorial Fund Uw's 2026 grants with a stated purpose (5 of 5) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Whitlock Memorial Fund Uw's largest grantees?
Whitlock Memorial Fund Uw's largest 2026 grantees include The Virginia Home for Boys & Girls ($29,324), Sheltering Arms Hospital ($29,324) and Children's Hospital ($29,324), according to its 2026 IRS Form 990-PF. Together they received 60% of its itemized 2026 grant dollars.
How large is Whitlock Memorial Fund Uw?
Whitlock Memorial Fund Uw reported $3.3M in total assets on its 2026 IRS Form 990-PF. It paid out $169K in qualifying distributions that year, against a required minimum of $179K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Texas
Texas Open opportunities, soonest deadline first.
- Alamo Kiwanis Club Charities Funding Request Due October 31, 2026
- CIDQ Emerging Interior Design Educator Scholarship Program NCIDQ Exam fees (exam-fee voucher; excludes application fees and study materials) · Due October 31, 2026
- CIDQ Scholarship ACCESS Program (SAP) NCIDQ Exam fees (exam-fee voucher; excludes application fees and study materials) · Due October 31, 2026
Explore Open Grants
Browse active grant opportunities in Whitlock Memorial Fund Uw's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Tr Shelt Arms Et Al Uw Currie
Dallas, TX
Assets
$515K
Grants
3
Total Given
$25K
Kathryn & W H Schwarzschild Fund
Richmond, VA
Assets
$1.4M
Grants
79
Total Given
$79K
Tr Uw Isaac Davenport
Dallas, TX
Assets
$25.0M
Grants
5
Total Given
$1.6M
Tr Uw Fenton F Finch Charitable
Dallas, TX
Assets
$3.8M
Grants
6
Total Given
$153K
Bessie Rountree J Griffin TW
Dallas, TX
Assets
$1.6M
Grants
4
Total Given
$82K
Va S E Oberdorfer Char Tuw
Saint Louis, MO
Assets
$1.8M
Grants
5
Total Given
$94K
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Whitlock Memorial Fund Uw'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.
Whitlock Memorial Fund Uw down — hundreds of funders to go?