Co Tua Leroe Family Char Fdn

DALLAS, TX EIN: 16-1687981

Co Tua Leroe Family Char Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 8 grants totaling $200K. Net investment income was $330K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

+2.9% YoY

Annual Giving

$200K

+37.9% YoY

Grant Count

8

+14.3% YoY

Avg Grant Size

$25K

+20.7% YoY

Under IRS private-foundation payout rules, Co Tua Leroe Family Char Fdn reported a distributable amount of $205K for 2024 — the minimum it must pay out in qualifying distributions.

About Co Tua Leroe Family Char Fdn

Based on IRS filings

Co Tua Leroe Family Char Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 8 grants totaling $200K. Net investment income was $330K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

BerkeleyBethlehemFrensoFresnoLivingstonMorristownNew YorkNewarkNotre DameOaklandPiedmontSan FranciscoTampaTulsaWest Plains

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$227K$453K$680K$907K20202021202220232024
Metric202420232022
Total Assets$3,884,410$3,776,229$3,905,182
Revenue$352,805$52,213$-113,191
Expenses$240,862$179,634$173,261
Qualifying Distributions$220,093$162,685$144,930
Net Investment Income$329,623$74,666$56,847
Distributable Amount$205,297$187,796$189,351

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K7 grants20207 grants20217 grants20227 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

AMERICAN HISTORICAL SOCI…$50KNEW JERSEY INSTITUTE OF …$40KUNIVERSITY OF CALIFORNIA…$40KBIRTHDAY BLESSINGS$30KCORPUS CHRISTI CHURCH$10KMORRISTOWN-BEARD SCHOOL$10KHEAD-ROYCE SCHOOL$10KHOLY NAMES HIGH SCHOOL$10K

Grant Size Distribution

36 grants across all recorded years

35<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Historical Society of Germans ($50,000), New Jersey Institute of Technology ($40,000), University of California Berkeley Fdn ($40,000).

RecipientPurposeAmount
CORPUS CHRISTI CHURCH PIEDMONT, CAUNRESTRICTED GENERAL$10,000
MORRISTOWN-BEARD SCHOOL MORRISTOWN, NJUNRESTRICTED GENERAL$10,000
NEW JERSEY INSTITUTE OF TECHNOLOGY NEWARK, NJUNRESTRICTED GENERAL$40,000
AMERICAN HISTORICAL SOCIETY OF GERMANS FRESNO, CAUNRESTRICTED GENERAL$50,000
BIRTHDAY BLESSINGS WEST PLAINS, MOUNRESTRICTED GENERAL$30,000
HEAD-ROYCE SCHOOL OAKLAND, CAUNRESTRICTED GENERAL$10,000
HOLY NAMES HIGH SCHOOL OAKLAND, CAUNRESTRICTED GENERAL$10,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN BERKELEY, CAUNRESTRICTED GENERAL$40,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$33K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$32,954
ELLEN LEROETRUSTEE2
JANE M LEROETRUSTEE2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Co Tua Leroe Family Char Fdn?

Co Tua Leroe Family Char Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $3.9M in total assets as of 2024.

How large is Co Tua Leroe Family Char Fdn?

As of 2024, Co Tua Leroe Family Char Fdn holds $3.9M in total assets with $353K in annual revenue. It awarded 8 grants totaling $200K in 2024.

Where does Co Tua Leroe Family Char Fdn operate?

Co Tua Leroe Family Char Fdn has awarded grants in California, Florida, Indiana, Missouri, New Jersey, New York, Oklahoma, Pennsylvania.

What size grants does Co Tua Leroe Family Char Fdn award?

In 2024, Co Tua Leroe Family Char Fdn awarded 8 grants totaling $200K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is Co Tua Leroe Family Char Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Co Tua Leroe Family Char Fdn reported a distributable amount of $205K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Co Tua Leroe Family Char Fdn's EIN?

Co Tua Leroe Family Char Fdn's EIN (Employer Identification Number) is 16-1687981. IRS Form 990 filing data is available on this page for 2020–2024.

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

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