Clayton & Geneve Freund Trust

Private foundation · Grantmaker Dallas, TX EIN: 43-6144139

Clayton & Geneve Freund Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $487K in total assets. In 2024, it awarded 4 grants totaling $23K. Net investment income was $44K.

Key facts about Clayton & Geneve Freund Trust

In short: Clayton & Geneve Freund Trust gave $23K across 4 grants in 2024 (avg $6K), mostly in Missouri. Source: 2024 IRS Form 990-PF.

EIN
43-6144139
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$23,032
Grants made (2024)
4
Average grant
$5,758
Median grant
$5,758
Total assets
$486,860
Primary geography
Missouri (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$487K

+3.4% YoY

Annual Giving

$23K

+34.8% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$6K

+34.8% YoY

Under IRS private-foundation payout rules, Clayton & Geneve Freund Trust reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

How Clayton & Geneve Freund Trust gives

  • Giving held roughly steady from 2021 to 2024 (−5%). Method
  • In 2024 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

1state

Share of 2024 grant dollars across all 4 itemized grants.

States

Cities

WarsawCole CampLincoln

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $17K (2023) to $29K (2022). In 2024 it made 4 grants totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Union-Williams Cemetery Inc: $6KUnion-Williams Cemetery Inc$6KMt Pleasant Church and Cemetery: $6KMt Pleasant Church andCemetery$6KMt Olivet Methodist Church and Cemetery: $6KMt Olivet Methodist Church andCemetery$6KTurkey Creek Chapel & Cemetery: $6KTurkey Creek Chapel & Cemetery$6K

The largest 2024 recipient was Union-Williams Cemetery Inc ($6K). Together the top 4 received $23K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Union-Williams Cemetery Inc Cole Camp, MOUnrestricted General$5,758
Mt Pleasant Church and Cemetery Warsaw, MOUnrestricted General$5,758
Mt Olivet Methodist Church and Cemetery Lincoln, MOUnrestricted General$5,758
Turkey Creek Chapel & Cemetery Warsaw, MOUnrestricted General$5,758

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$486,860$470,963$479,986
Revenue$50,527$18,410$-13,842
Expenses$34,116$27,264$58,037
Qualifying Distributions$26,881$20,626$32,776
Net Investment Income$43,501$9,463$3,587
Distributable Amount$27,502$25,097$26,238

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 29, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 7, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 29, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 2, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Clayton & Geneve Freund Trust's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).

Officers on the 2024 filing

  • Bank Of America

    Trustee

    On filings since 2020

    1 hr/week

    $7K (2020) → $8K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Bank of America — Trustee: $8KBank of AmericaTrustee$8K

The highest reported compensation on the 2024 filing was $8K, to Bank of America (Trustee).

Frequently asked questions about Clayton & Geneve Freund Trust

How much does Clayton & Geneve Freund Trust give each year?

Clayton & Geneve Freund Trust gave $23K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $17K across 4 grants.

What is Clayton & Geneve Freund Trust's typical grant size?

Clayton & Geneve Freund Trust's median grant in 2024 was $5,758, and its average grant was $5,758, across 4 grants on its 2024 IRS Form 990-PF.

Where does Clayton & Geneve Freund Trust give grants?

Clayton & Geneve Freund Trust gives mostly in Missouri: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Warsaw, MO (2 grants).

Does Clayton & Geneve Freund Trust give general operating support?

Yes: 100% of Clayton & Geneve Freund Trust's 2024 grants with a stated purpose (4 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is Clayton & Geneve Freund Trust?

Clayton & Geneve Freund Trust reported $487K in total assets on its 2024 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $28K (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 Clayton & Geneve Freund Trust's EIN?

Clayton & Geneve Freund Trust's EIN (Employer Identification Number) is 43-6144139. IRS Form 990 filing data is available on this page for 2020–2024.

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

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