Trust Ud W Bingham II 207751

Quick Stats

• Annual Giving: ~$2.7M (2024 charitable disbursements)
• Success Rate: Not publicly available
• Decision Time: Not publicly available
• Grant Range: Not publicly disclosed
• Total Assets: ~$50.9M (2024)
• Geographic Focus: Dallas, Texas area
• Application Method: No public application process; Bank of America-administered trust

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Contact Details

• Mailing Address: PO Box 653067, Dallas, TX 75265-3067
• Phone: (888) 866-3275 (Bank of America Philanthropic Solutions)
• Website: www.bankofamerica.com/grantmaking
• Co-Trustees: Bank of America, N.A. (Corporate Trustee); Donald M. Barr; Patricia F. Davidson; Ann P. Barr

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Overview

Trust Ud W Bingham II 207751 (EIN: 13-6069740) is a private charitable trust and 501(c)(3) foundation based in Dallas, Texas. The trust name follows the legal convention "Trust Under Declaration/Will of William Bingham II," indicating it was established as a testamentary or inter vivos charitable trust in the name of William Bingham II. The trust has been filing Form 990-PF continuously since at least 2003.

As of 2024, the trust holds approximately $50.9 million in total assets, consisting primarily of a corporate stock investment portfolio valued at approximately $46.9 million. Annual charitable disbursements have been substantial, reaching approximately $2.7 million in 2024 and $2.05 million in 2020. The trust is administered by Bank of America, N.A. as corporate co-trustee, alongside individual co-trustees, and operates from Bank of America's Dallas-based trust administration hub. There is no public-facing website or open grant application process; grantmaking is conducted at trustee discretion.

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Funding Priorities

Grant Programs

No named grant programs have been publicly disclosed. This trust operates as a discretionary private foundation, with trustees directing charitable distributions without a formal, advertised grant cycle. Based on the IRS classification and structure, the trust funds charitable, educational, religious, scientific, or literary purposes consistent with 501(c)(3) guidelines.

Priority Areas

Specific funding priorities are not publicly documented. The trust likely supports causes consistent with 501(c)(3) charitable purposes, potentially including:

• Education
• Health and human services
• Arts and culture
• Social welfare and community development

Note: These are general inferences based on the trust's IRS classification and Dallas location. Actual funding priorities are determined at trustee discretion.

What They Don't Fund

No explicit exclusions are publicly documented. Standard restrictions for Bank of America-administered charitable trusts typically include:

• Individuals (only 501(c)(3) public charities are eligible)
• Organizations that primarily engage in lobbying or political activity
• Non-U.S. organizations

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Governance and Leadership

The trust is governed by a co-trustee structure:

Name	Role	Compensation (2024)
Bank of America, N.A.	Corporate Co-Trustee	$282,324
Donald M. Barr	Individual Co-Trustee	$85,063
Patricia F. Davidson	Individual Co-Trustee	$85,062
Ann P. Barr	Individual Co-Trustee	$0

Bank of America serves as the corporate trustee and handles administrative functions including grant administration through its Philanthropic Solutions division. The individual co-trustees (Donald M. Barr, Patricia F. Davidson, and Ann P. Barr) are likely family members or associates connected to the Bingham estate, and may provide direction on charitable priorities.

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Application Process and Timeline

How to Apply

This funder does not have a public application process. Trust Ud W Bingham II 207751 is a private discretionary trust administered by Bank of America's Philanthropic Solutions division. Grants are made at the discretion of the co-trustees and are not advertised through a public grant portal or request for proposals process.

There is no published application form, no open grant cycle, and no publicly listed eligibility criteria for prospective applicants. Organizations cannot submit unsolicited grant applications through a standard online portal.

The central Bank of America Philanthropic Solutions contact for inquiries regarding trusts administered at this address is:

• Phone: (888) 866-3275
• Website: www.bankofamerica.com/grantmaking

Getting on Their Radar

• Bank of America Philanthropic Solutions process: Organizations may inquire through Bank of America's Philanthropic Solutions division, though relationships are typically initiated through the individual trustees rather than the bank itself.
• Trustee networks: Since individual co-trustees are likely connected to Dallas civic and philanthropic networks, organizations active in Dallas philanthropic circles may come to trustees' attention through mutual connections, board service, or community events.

Decision Timeline

No public information is available regarding decision timelines. As a discretionary trust, grantmaking may occur on a rolling basis or on an annual schedule at trustee meetings.

Success Rates

No data on success rates is publicly available. The trust does not publish application numbers, award counts, or acceptance rates.

Reapplication Policy

No reapplication policy has been publicly documented.

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Application Success Factors

Because this trust has no public application process and no documented grantmaking guidelines, the following insights are based on the trust's structure and administration:

• 501(c)(3) status is essential: All Bank of America-administered trusts require grantees to be IRS-recognized 501(c)(3) public charities.
• Dallas/Texas focus is probable: Given the trust's Dallas administration address and the typical geographic focus of testamentary charitable trusts, Dallas-area and Texas-based organizations are most likely to align with trustee priorities.
• Individual trustee relationships matter: With discretionary trusts of this type, the individual co-trustees (Barr family, Patricia F. Davidson) are key decision-makers. Building credibility with these individuals through Dallas civic and philanthropic networks is more likely to yield results than approaching the corporate trustee alone.
• Long-term relationship building: Discretionary trusts of this size and age tend to maintain long-standing relationships with grantees. Organizations new to the trust's radar should focus on visibility and reputation rather than expecting immediate funding.

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Key Takeaways for Grant Writers

• No public application process exists: This is a privately administered charitable trust with no open grant cycle, no online portal, and no published eligibility criteria.
• Substantial assets and giving: With ~$50.9M in assets and ~$2.7M in annual charitable disbursements, this is a meaningful funder for the right organizations.
• Bank of America is the administrative gatekeeper: Contact via (888) 866-3275 or www.bankofamerica.com/grantmaking may provide initial guidance.
• Individual trustees are the real decision-makers: Donald M. Barr, Patricia F. Davidson, and Ann P. Barr drive charitable priorities. Building relationships in Dallas philanthropic circles is the most promising strategy.
• Dallas/Texas geography is the likely target area: All confirmed information points to Dallas, TX as the trust's operating base.
• Long-term relationship building is key: Discretionary trusts of this type rarely respond to cold outreach.
• Verify current status before investing significant outreach effort: Given the limited public information, confirm current grantmaking activity through Bank of America Philanthropic Solutions before allocating significant development resources.

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References

1. ProPublica Nonprofit Explorer - Trust Ud W Bingham II 207751 (EIN: 136069740)

   • URL: https://projects.propublica.org/nonprofits/organizations/136069740
   • Accessed: February 2026
   • Financial data (2024): Total Assets $50,926,381; Charitable Disbursements $2,703,337

2. CauseIQ - Ud W Bingham 2nd 070535 (EIN: 136069740)

   • URL: https://www.causeiq.com/organizations/trust-ud-w-bingham-ii-207751,136069740/
   • Accessed: February 2026
   • Financial data (2020): Grants Paid $2,050,000; Total Assets $48,844,330

3. Bank of America Philanthropic Solutions - Texas Charitable Trusts

   • URL: https://www.bankofamerica.com/philanthropic/grantmaking.go
   • Accessed: February 2026
   • Eligibility: 501(c)(3) public charities; Phone: (888) 866-3275

4. ProPublica Nonprofit Explorer API - Financial summary data

   • URL: https://projects.propublica.org/nonprofits/api/v2/organizations/136069740.json
   • Accessed: February 2026
   • Data: 2023 Total Assets $49,618,640; Investment securities $46,891,738