Casey-Clark Trust
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.
Key facts about Casey-Clark Trust
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.
- EIN
- 52-6029442
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $15,147
- Grants made (2025)
- 3
- Average grant
- $5,049
- Median grant
- $5,049
- Total assets
- $340,672
- Primary geography
- District of Columbia (67% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$341K
+2.1% YoY
Annual Giving
$15K
+27.4% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$5K
+27.4% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2019) to $16K (2020). In 2025 it made 3 grants totaling $15K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Washington Hospital Center ($5K). Together the top 3 received $15K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Washington Hospital Center Washington, DC | Unrestricted General | $5,049 |
| The Washington Home Washington, DC | Unrestricted General | $5,049 |
| Masoniceastern Star Home of DC Charity Chevy Chase, MD | Unrestricted General | $5,049 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $340,672 | $333,555 | $308,747 |
| Revenue | $31,080 | $44,610 | $10,745 |
| Expenses | $24,119 | $19,588 | $17,264 |
| Qualifying Distributions | $18,208 | $14,798 | $13,138 |
| Net Investment Income | $26,160 | $39,832 | $5,430 |
| Distributable Amount | $18,561 | $17,189 | $15,719 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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
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.
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