Charles H Pearson Trust

DALLAS, TX EIN: 04-6009458

Charles H Pearson Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 8 grants totaling $140K. Net investment income was $251K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.9M

+3.2% YoY

Annual Giving

$140K

+12.0% YoY

Grant Count

+14.3% YoY

Avg Grant Size

$18K

-2.0% YoY

Under IRS private-foundation payout rules, Charles H Pearson Trust reported a distributable amount of $169K for 2025 — the minimum it must pay out in qualifying distributions.

About Charles H Pearson Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $585K (89%)

District of Columbia $75K (11%)

States

District of Columbia Massachusetts

Cities

BostonBrightonBrooklineCambridgeChelseaLexingtonSomervilleWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$2,855,508	$2,765,958	$2,744,773
Revenue	$286,182	$107,404	$-33,922
Expenses	$201,139	$179,695	$193,865
Qualifying Distributions	$167,891	$149,450	$154,148
Net Investment Income	$251,386	$69,591	$33,808
Distributable Amount	$169,458	$159,218	$147,864

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Grant Size Distribution

47 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include American National Red Cross ($30,000), Economic Mobilities Pathway ($25,000), Ymca of Greater Boston ($15,000).

Recipient	Purpose	Amount
YMCA OF GREATER BOSTON BOSTON, MA	UNRESTRICTED GENERAL	$15,000
ALL SAINTS PARISH BROOKLINE, MA	UNRESTRICTED GENERAL	$15,000
BOYS & GIRLS CLUBS OF BOSTON BOSTON, MA	UNRESTRICTED GENERAL	$15,000
ECONOMIC MOBILITIES PATHWAY BOSTON, MA	UNRESTRICTED GENERAL	$25,000
EPISCOPAL CITY MISSION BOSTON, MA	UNRESTRICTED GENERAL	$10,000
COTTING SCHOOL FOR HANDICAPPED CHILDREN LEXINGTON, MA	UNRESTRICTED GENERAL	$15,000
HOME FOR LITTLE WANDERERS BRIGHTON, MA	UNRESTRICTED GENERAL	$15,000
AMERICAN NATIONAL RED CROSS WASHINGTON, DC	UNRESTRICTED GENERAL	$30,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$45,448

Frequently Asked Questions

How large is Charles H Pearson Trust?

As of 2025, Charles H Pearson Trust holds $2.9M in total assets with $286K in annual revenue. It awarded 8 grants totaling $140K in 2025.

Where does Charles H Pearson Trust operate?

Charles H Pearson Trust has awarded grants in District of Columbia, Massachusetts.

What size grants does Charles H Pearson Trust award?

In 2025, Charles H Pearson Trust awarded 8 grants totaling $140K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Charles H Pearson Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles H Pearson Trust reported a distributable amount of $169K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.