Case Eh Est Tr New Brit Inst

DALLAS, TX EIN: 06-6027582

Case Eh Est Tr New Brit Inst is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $331K in total assets. In 2024, it awarded 4 grants totaling $15K. Net investment income was $30K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$331K

+3.7% YoY

Annual Giving

$15K

+25.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+25.8% YoY

Under IRS private-foundation payout rules, Case Eh Est Tr New Brit Inst reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.

About Case Eh Est Tr New Brit Inst

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $76K (100%)

States

Connecticut

Cities

HartfordNew Britain

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$330,610	$318,821	$326,348
Revenue	$34,364	$11,119	$-8,397
Expenses	$22,226	$18,515	$28,461
Qualifying Distributions	$17,385	$14,174	$22,268
Net Investment Income	$29,514	$5,916	$2,492
Distributable Amount	$18,881	$17,260	$17,848

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Church of Christ- Hartford ($3,682), New Britain Institute ($3,682), Hospital of Central Connecticut ($3,682).

Recipient	Purpose	Amount
FIRST CHURCH OF CHRIST- HARTFORD HARTFORD, CT	UNRESTRICTED GENERAL	$3,682
NEW BRITAIN INSTITUTE NEW BRITAIN, CT	UNRESTRICTED GENERAL	$3,682
HOSPITAL OF CENTRAL CONNECTICUT NEW BRITAIN, CT	UNRESTRICTED GENERAL	$3,682
HARTFORD PUBLIC LIBRARY HARTFORD, CT	UNRESTRICTED GENERAL	$3,682

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$5,392

Frequently Asked Questions

How large is Case Eh Est Tr New Brit Inst?

As of 2024, Case Eh Est Tr New Brit Inst holds $331K in total assets with $34K in annual revenue. It awarded 4 grants totaling $15K in 2024.

Where does Case Eh Est Tr New Brit Inst operate?

Case Eh Est Tr New Brit Inst has awarded grants in Connecticut.

What size grants does Case Eh Est Tr New Brit Inst award?

In 2024, Case Eh Est Tr New Brit Inst awarded 4 grants totaling $15K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Case Eh Est Tr New Brit Inst required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Case Eh Est Tr New Brit Inst reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.