William E & Mary S Reed Living Trust U-a
William E & Mary S Reed Living Trust U-a is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. In 2025, it awarded 1 grant totaling $687K. Net investment income was $131K.
William E & Mary S Reed Living Trust U-a at a glance
In short: William E & Mary S Reed Living Trust U-a gave $687K across 1 grant in 2025 (avg $687K), mostly in New Mexico. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $686,972
- +2750.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $686,972
- +2750.3% vs 2024
- Median grant
- $686,972
- Primary geography
- New Mexico (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who William E & Mary S Reed Living Trust U-a funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Presbyterian Healthcare Foundation ($687K).
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 10 grants of 11 (91%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How William E & Mary S Reed Living Trust U-a gives
- Giving grew 2370% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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 2025, annual grant giving ranged from $253 (2023) to $687K (2025). In 2025 it made 1 grant totaling $687K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Presbyterian Healthcare Foundation Albuquerque, NM | Unrestricted General | $686,972 |
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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 | — | $136,672 | $699,055 | $686,972 | 1 | $690,177 | $130,530 | $31,685 |
| 2024 | $561,886 | $48,903 | $37,838 | $24,102 | 1 | $30,542 | $41,217 | $61,476 |
| 2023 | $523,116 | $18,951 | $10,072 | $253 | 3 | $3,891 | $10,788 | $27,740 |
| 2022 | $514,436 | $-12,732 | $40,164 | $27,816 | 3 | $31,524 | $4,121 | $27,627 |
| 2021 | $567,303 | $128,903 | $66,521 | $32,623 | 3 | $36,829 | $121,233 | $31,251 |
| 2020 | $504,256 | $45,190 | $34,936 | $25,355 | 3 | — | $39,092 | $27,565 |
Under IRS private-foundation payout rules, William E & Mary S Reed Living Trust U-a reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William E & Mary S Reed Living Trust U-a'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
$9K (2021) → $6K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $6K, to Bank of America (Trustee).
Frequently asked questions about William E & Mary S Reed Living Trust U-a
How much does William E & Mary S Reed Living Trust U-a give each year?
William E & Mary S Reed Living Trust U-a gave $687K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 1 grant.
Where does William E & Mary S Reed Living Trust U-a operate?
William E & Mary S Reed Living Trust U-a has awarded grants in New Mexico, Utah.
How much is William E & Mary S Reed Living Trust U-a required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, William E & Mary S Reed Living Trust U-a reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William E & Mary S Reed Living Trust U-a's EIN?
William E & Mary S Reed Living Trust U-a's EIN (Employer Identification Number) is 85-6080533. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
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