TR R & CT GWATHMEY MEM UW EGJ

DALLAS, TX 75265-3067 EIN 546191586

Total Given 2021–2025
$3.6M
158 grants · $723K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $15K–$30K
grant size
5%
transactional · 7/151 multi-year
repeat
$15.2M
Assets · 2022
151
Distinct recipients

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person RICHARD B BRANDT PHD CO BANK OF AM
Phone 8888663275
Deadlines SEE ATTACHMENT
How to Apply SEE ATTACHMENT
Restrictions SEE ATTACHMENT

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 N/A $14.3M $650K N/A
2021 $312K $18.8M $925K 13
2022 $1.1M $15.2M $1.9M 44
2023 $725K $15.9M $367K 32
2024 $700K $16.9M $479K 31
2025 $756K $17.9M $1.3M 38

Grant Size Distribution

Based on 158 grants on record

Minimum
$5K
25th Pctl
$15K
Median
$20K
Average
$23K
75th Pctl
$30K
Maximum
$60K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
BANK OF AMERICA TRUSTEE $142K
BANK OF AMERICA NA TRUSTEE $126K
DARCY MAYS III COMMITTEE MEMBER $2K
RICHARD SZULS COMMITTEE MEMBER $2K
ERIK RISON COMMITTEE MEMBER $2K
DANIEL LYNCH COMMITTEE MEMBER $2K
ROSEMARY BARRA COMMITTEE MEMBER
KEITH M MARTIN COMMITTEE MEMBER
LINDA C BARRETT CONSULTANT ASSISTANT
VA CHAMBER OF COMMERCE-COMM MEMBER ALLOC COMMITTEE
BAR ASSN RICHMOND-COMM MEMBER ALLOC COMMITTEE
SARAH KAY SECRETARY
BANK OF AMERICA TR DAVID YARTER ALLOC COMMITTEE
MEDICAL SOCIETY OF VA-COMM MEMBER ALLOC COMMITTEE
VA ACADEMY OF SCIENCE-COMM MEMBER ALLOC COMMITTEE
DR RICHARD B BRANDT CONSULTANT
STERLING N RANSONE JR COMMITTEE MEMBER
VERNON E INGE COMMITTEE MEMBER

Grants Awarded (158 total)

Purpose
COMMUNITIES IN SCHOOLS RICHMOND, VA $60,000 UNRESTRICTED GENERAL 2023
REESTABLISH RICHMOND RICHMOND, VA $50,000 UNRESTRICTED GENERAL 2022
COLONIAL WILLIAMSBURG FOUNDATOIN WILLIAMSBURG, VA $50,000 UNRESTRICTED GENERAL 2023
LEGACY FARMS LEESBURG, VA $50,000 UNRESTRICTED GENERAL 2022
ST MARYS HEALTH WAGON WISE, VA $45,000 UNRESTRICTED GENERAL 2022
APPALACHIAN SUSTAINABLE DEVELOPMENT- ASD BRISTOL, VA $45,000 UNRESTRICTED GENERAL 2022
UNITED WAY OF CENTRAL VIRGINIA LYNCHBURG, VA $40,000 UNRESTRICTED GENERAL 2025
PETER PAUL DEVELOPMENT CENTER RICHMOND, VA $40,000 UNRESTRICTED GENERAL 2024
CROSS OVER MINISTRY RICHMOND, VA $40,000 UNRESTRICTED GENERAL 2022
PETER PAUL DEVELOPMENT CENTER RICHMOND, VA $40,000 UNRESTRICTED GENERAL 2021
DEPAUL COMMUINTY RESOURCES ROANOKE, VA $40,000 UNRESTRICTED GENERAL 2022
CARITAS RICHMOND, VA $40,000 UNRESTRICTED GENERAL 2022
HEALTHY HARVEST FOOD BANK INC WARSAW, VA $40,000 UNRESTRICTED GENERAL 2024
ST MARY'S HEALTH WAGON WISE, VA $40,000 UNRESTRICTED GENERAL 2025
JOHN TYLER COMMUNITY COLLEGE CHESTER, VA $40,000 UNRESTRICTED GENERAL 2022
CHESTERFIELD COMMUNITY FOOD BANK CHESTER, VA $40,000 UNRESTRICTED GENERAL 2022
BLUE SKY FUND RICHMOND, VA $35,000 UNRESTRICTED GENERAL 2022
CHARLOTTESVILLE FREE CLINIC CHARLOTTESVILLE, VA $35,000 UNRESTRICTED GENERAL 2022
JAMES RIVER ASSOCIATION RICHMOND, VA $35,000 UNRESTRICTED GENERAL 2022
AHC INC ARLINGTON, VA $35,000 UNRESTRICTED GENERAL 2023
EASTERN SHORE COALITION ONANCOCK, VA $35,000 UNRESTRICTED GENERAL 2023
ASPIRE AFTER SCHOOL LEARNING ARLINGTON, VA $35,000 UNRESTRICTED GENERAL 2024
BIRTHPLACE OF COUNTRY MUSIC BRISTOL, VA $30,190 UNRESTRICTED GENERAL 2021
REACH OUT AND READ BOSTON, MA $30,000 UNRESTRICTED GENERAL 2022
LIBERTY'S PROMISE ALEXANDRIA, VA $30,000 UNRESTRICTED GENERAL 2022