William H Tolerton Trust
William H Tolerton Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $402K in total assets. In 2025, it awarded 1 grants totaling $14K. Net investment income was $32K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$402K
+2.2% YoY
Annual Giving
$14K
-6.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$14K
-6.7% YoY
Under IRS private-foundation payout rules, William H Tolerton Trust reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
About William H Tolerton Trust
Based on IRS filings
William H Tolerton Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $402K in total assets. In 2025, it awarded 1 grants totaling $14K. Net investment income was $32K.
Ready to take the next step with William H Tolerton Trust?
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 | $402,199 | $393,720 | $394,549 |
| Revenue | $38,344 | $14,976 | $-5,794 |
| Expenses | $25,303 | $25,155 | $21,192 |
| Qualifying Distributions | $19,477 | $20,130 | $14,696 |
| Net Investment Income | $31,899 | $8,261 | $3,243 |
| Distributable Amount | $24,077 | $22,289 | $20,833 |
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 Foodbank of Southeastern Virginia ($14,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FOODBANK OF SOUTHEASTERN VIRGINIA NORFOLK, VA | UNRESTRICTED GENERAL | $14,000 |
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 | $6,927 |
Frequently Asked Questions
How large is William H Tolerton Trust?
As of 2025, William H Tolerton Trust holds $402K in total assets with $38K in annual revenue. It awarded 1 grants totaling $14K in 2025.
Where does William H Tolerton Trust operate?
William H Tolerton Trust has awarded grants in Virginia.
What size grants does William H Tolerton Trust award?
In 2025, William H Tolerton Trust awarded 1 grants totaling $14K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is William H Tolerton Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, William H Tolerton Trust reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William H Tolerton Trust's EIN?
William H Tolerton Trust's EIN (Employer Identification Number) is 54-6137272. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in William H Tolerton 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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