Casey-Clark Trust

Private foundation · Grantmaker Dallas, TX EIN: 52-6029442

Casey-Clark Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $341K in total assets. In 2025, it awarded 3 grants totaling $15K. Net investment income was $26K.

Casey-Clark Trust at a glance

In short: Casey-Clark Trust gave $15K across 3 grants in 2025 (avg $5K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$15,147
+27.4% vs 2024
Grants made (2025)
3
+0.0% vs 2024
Average grant
$5,049
+27.4% vs 2024
Median grant
$5,049
Total assets
$340,672
+2.1% vs 2024
Primary geography
District of Columbia (67% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Casey-Clark Trust funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Washington Hospital Center: $5KWashington Hospital Center$5KThe Washington Home: $5KThe Washington Home$5KMasoniceastern Star Home of DC Charity: $5KMasoniceastern Star Home of DCCharity$5K

The largest 2025 recipient was Washington Hospital Center ($5K). Together the top 3 received $15K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

WashingtonChevy Chase

How Casey-Clark Trust gives

  • Giving held roughly steady from 2022 to 2025 (+12%). Method
  • In 2025 it paid out 98% 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

$0$5K$10K$15K$20K3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $10K (2019) to $16K (2020). In 2025 it made 3 grants totaling $15K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Washington Hospital Center Washington, DCUnrestricted General$5,049
The Washington Home Washington, DCUnrestricted General$5,049
Masoniceastern Star Home of DC Charity Chevy Chase, MDUnrestricted General$5,049
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$340,672$31,080$24,119$15,1473$18,208$26,160$18,561
2024$333,555$44,610$19,588$11,8923$14,798$39,832$17,189
2023$308,747$10,745$17,264$10,5333$13,138$5,430$15,719
2022$315,263$-4,547$22,290$13,4913$15,958$2,638$15,955
2021$341,995$90,875$22,906$12,5013$18,774$86,673$17,330
2020$273,413$-220$25,124$16,0473—$2,159$15,595
2019$299,300$8,837$16,764$9,9243—$5,845$15,379

Under IRS private-foundation payout rules, Casey-Clark Trust reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Casey-Clark Trust's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $5K (2019) → $6K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $6KBank of AmericaTrustee$6K

The highest reported compensation on the 2025 filing was $6K, to Bank of America (Trustee).

Frequently asked questions about Casey-Clark Trust

How much does Casey-Clark Trust give each year?

Casey-Clark Trust gave $15K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 3 grants.

What is Casey-Clark Trust's typical grant size?

Casey-Clark Trust's median grant in 2025 was $5,049, and its average grant was $5,049, across 3 grants on its 2025 IRS Form 990-PF.

Where does Casey-Clark Trust give grants?

Casey-Clark Trust gives mostly in District of Columbia: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (33%). The most frequent recipient cities were Washington, DC (2 grants).

Does Casey-Clark Trust give general operating support?

Yes: 100% of Casey-Clark Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Casey-Clark Trust?

Casey-Clark Trust reported $341K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $19K (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.

What is Casey-Clark Trust's EIN?

Casey-Clark Trust's EIN (Employer Identification Number) is 52-6029442. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Casey-Clark Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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