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Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1996. The principal officer is Bank Of America. It holds total assets of $6.9M. Annual income is reported at $1.4M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2019 to 2024. Grantmaking is concentrated in Virginia. According to available records, Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee has made 41 grants totaling $1.5M, with a median grant of $11K. The foundation has distributed between $346K and $779K annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $779K distributed across 20 grants. Individual grants have ranged from $9K to $287K, with an average award of $37K. The foundation has supported 11 unique organizations. Grants have been distributed to organizations in Virginia and Kentucky. Contributions to this foundation are tax-deductible.
Smallest Grant
$9K
Median Grant
$9K
Average Grant
$31K
Largest Grant
$199K
Based on 11 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 41 grants. Its grantmaking reaches organizations primarily in VA, KY.
Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee has distributed a total of $1.5M across 41 grants. The median grant size is $11K, with an average of $37K. Individual grants have ranged from $9K to $287K.
Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee typically selects its grantees rather than accepting unsolicited proposals.
Samuel W Holdcroft Trust Uw Sovran Bank Na Ttee is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $67K | $0 | $67K |
Total Giving
$489K
Total Assets
$6.8M
Fair Market Value
$7.8M
Net Worth
$6.8M
Grants Paid
$404K
Contributions
N/A
Net Investment Income
$165K
Distribution Amount
$364K
Total: $6.6M
Total Grants
41
Total Giving
$1.5M
Average Grant
$37K
Median Grant
$11K
Unique Recipients
11
Most Common Grant
$11K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Virginia Baptist GeneralUNRESTRICTED GENERAL | Richmond, VA | $287K | 2024 |
| University Of RichmondUNRESTRICTED GENERAL | Richmond, VA | $29K | 2024 |
| Centra Health FoundationUNRESTRICTED GENERAL | Lynchburg, VA | $19K | 2024 |
| Southern Bapt TheoUNRESTRICTED GENERAL | Louisville, KY | $12K | 2024 |
| Fork Union MilitaryUNRESTRICTED GENERAL | Fork Union, VA | $10K | 2024 |
| Masonic Home Of VirginiaUNRESTRICTED GENERAL | Richmond, VA | $10K | 2024 |
| Mt Pleasant BaptistUNRESTRICTED GENERAL | Charles City, VA | $10K | 2024 |
| Virginia Baptist Children'S HomeUNRESTRICTED GENERAL | Salem, VA | $10K | 2024 |
| Sheltering Arms HospitalUNRESTRICTED GENERAL | Mechanicsville, VA | $10K | 2024 |
| Virginia Baptist HomesUNRESTRICTED GENERAL | Culpeper, VA | $10K | 2024 |
| Leigh Street Baptist ChurchUNRESTRICTED GENERAL | Richmond, VA | $34K | 2021 |