Averill George & Frances-Trust
Averill George & Frances-Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.1M in total assets. In 2026, it awarded 1 grant totaling $47K. Net investment income was $127K.
Averill George & Frances-Trust at a glance
In short: Averill George & Frances-Trust gave $47K across 1 grant in 2026 (avg $47K), mostly in Maine. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $47,266
- +3.3% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $47,266
- +3.3% vs 2025
- Median grant
- $47,266
- Total assets
- $1,058,070
- +11.0% vs 2025
- Primary geography
- Maine (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Averill George & Frances-Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Maine General Medical Center ($47K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Averill George & Frances-Trust gives
- Giving held roughly steady from 2023 to 2026 (−1%). Method
- In 2026 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2026, annual grant giving ranged from $34K (2024) to $55K (2022). In 2026 it made 1 grant totaling $47K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Maine General Medical Center Augusta, ME | Unrestricted General | $47,266 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,058,070 | $139,029 | $67,966 | $47,266 | 1 | $53,986 | $127,411 | $57,299 |
| 2025 | $953,247 | $84,814 | $63,336 | $45,751 | 1 | $52,037 | $73,024 | $53,343 |
| 2024 | $936,347 | $33,438 | $49,163 | $33,580 | 1 | $39,333 | $20,962 | $49,242 |
| 2023 | $943,261 | $-24,932 | $67,848 | $47,756 | 1 | $53,552 | $9,571 | $47,154 |
| 2022 | $1,036,236 | $196,046 | $74,934 | $55,277 | 1 | $62,156 | $183,330 | $54,635 |
| 2021 | $1,009,903 | $61,571 | $54,899 | $38,211 | 1 | — | $51,380 | $51,286 |
| 2020 | $893,872 | $51,563 | $55,576 | $40,624 | 1 | — | $43,356 | $46,269 |
Under IRS private-foundation payout rules, Averill George & Frances-Trust reported a distributable amount of $57K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Averill George & Frances-Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$16K (2022) → $16K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $16K, to Bank of America (Trustee).
Frequently asked questions about Averill George & Frances-Trust
How much does Averill George & Frances-Trust give each year?
Averill George & Frances-Trust gave $47K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $46K across 1 grant.
How large is Averill George & Frances-Trust?
Averill George & Frances-Trust reported $1.1M in total assets on its 2026 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $57K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Averill George & Frances-Trust operate?
Averill George & Frances-Trust has awarded grants in Maine.
What is Averill George & Frances-Trust's EIN?
Averill George & Frances-Trust's EIN (Employer Identification Number) is 01-6011128. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 26, 2026)
- IRS filings on file for fiscal years 2020–2025
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