Brooks Grace E Trust

DALLAS, TX EIN: 04-6446179

Brooks Grace E Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 12 grants totaling $136K. Net investment income was $195K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

+1.7% YoY

Annual Giving

$136K

+0.7% YoY

Grant Count

12

+33.3% YoY

Avg Grant Size

$11K

-24.4% YoY

Under IRS private-foundation payout rules, Brooks Grace E Trust reported a distributable amount of $127K for 2024 — the minimum it must pay out in qualifying distributions.

About Brooks Grace E Trust

Based on IRS filings

Brooks Grace E Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 12 grants totaling $136K. Net investment income was $195K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AmericusBorder StBostonBraintreeBrocktonCohassetFall RiverFalmouthHinghamHullIddleboroLakevilleLowellNeedhamNewtonNorth ScituateNorwell

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$141K$281K$422K$563K20202021202220232024
Metric202420232022
Total Assets$2,304,278$2,265,009$2,339,801
Revenue$220,028$63,785$-66,908
Expenses$178,483$172,726$165,381
Qualifying Distributions$155,255$152,502$132,960
Net Investment Income$195,256$38,436$24,878
Distributable Amount$126,758$152,923$119,494

Giving Over Time

Total grant dollars and number of grants per year

$0$34K$68K$102K$136K7 grants20207 grants20217 grants20229 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

EMH RECOVERY INC$20KBROCKTON DAY NURSERY INC$15KASCENSION CAREER TRAININ…$11KPROJECT BREAD$10KHEALTH LAW ADVOCATES INC$10KWALKER INC$10KMASS ADOPTION RESOURCE E…$10KSAIL INC$10KSAMARITANS INC$10KTHE ELLIE FUND$10K

Grant Size Distribution

42 grants across all recorded years

42<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Emh Recovery Inc ($20,000), Brockton Day Nursery Inc ($15,000), Ascension Career Training Inc ($11,000).

RecipientPurposeAmount
EMH RECOVERY INC BROCKTON, MAUNRESTRICTED GENERAL$20,000
BROCKTON DAY NURSERY INC BROCKTON, MAUNRESTRICTED GENERAL$15,000
PROJECT BREAD Border St, MAUNRESTRICTED GENERAL$10,000
HEALTH LAW ADVOCATES INC Boston, MAUNRESTRICTED GENERAL$10,000
WALKER INC Needham, MAUNRESTRICTED GENERAL$10,000
MASS ADOPTION RESOURCE EXCHANGE Newton, MAUNRESTRICTED GENERAL$10,000
ASCENSION CAREER TRAINING INC IDDLEBORO, MAUNRESTRICTED GENERAL$11,000
SAIL INC Lakeville, MAUNRESTRICTED GENERAL$10,000
SAMARITANS INC Boston, MAUNRESTRICTED GENERAL$10,000
THE ELLIE FUND Needham, MAUNRESTRICTED GENERAL$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$30K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$30,413

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Brooks Grace E Trust?

Brooks Grace E Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.3M in total assets as of 2024.

How large is Brooks Grace E Trust?

As of 2024, Brooks Grace E Trust holds $2.3M in total assets with $220K in annual revenue. It awarded 12 grants totaling $136K in 2024.

Where does Brooks Grace E Trust operate?

Brooks Grace E Trust has awarded grants in Georgia, Massachusetts.

What size grants does Brooks Grace E Trust award?

In 2024, Brooks Grace E Trust awarded 12 grants totaling $136K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Brooks Grace E Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Brooks Grace E Trust reported a distributable amount of $127K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Brooks Grace E Trust's EIN?

Brooks Grace E Trust's EIN (Employer Identification Number) is 04-6446179. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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