Courtney S Turner Charitable Trust
The Courtney S. Turner Charitable Trust is a private foundation based in Dallas, Texas, that primarily serves the Atchison, Kansas, community. Established under a trust agreement dated August 25, 1978, it makes charitable gifts to 501(c)(3) organizations for charitable, cultural, educational, and youth-oriented projects.
Key facts about Courtney S Turner Charitable Trust
In short: Courtney S Turner Charitable Trust gave $1.3M across 37 grants in 2025 (avg $36K), mostly in Kansas. 30% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 43-6316904
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,337,500
- Grants made (2025)
- 37
- Average grant
- $36,149
- Median grant
- $15,000
- New grantees (estimate)
- 30% first-time grantees (9 of 30, 2025)
- Total assets
- $40,414,126
- Primary geography
- Kansas (98% of itemized 2025 grant dollars)
- How to apply
- The Trust’s Atchison application instructions direct eligible 501(c)(3) organizations in the Atchison community area to apply online. Full details ↓
- Deadline
- The Trust’s website lists April 30, 2026, as the application deadline for the 2026 awarding year, with online…
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$40.4M
+3.9% YoY
Annual Giving
$1.3M
+40.1% YoY
Grant Count
37
+27.6% YoY
Avg Grant Size
$36K
+9.8% YoY
Under IRS private-foundation payout rules, Courtney S Turner Charitable Trust reported a distributable amount of $2.0M for 2025 — the minimum it must pay out in qualifying distributions.
Is Courtney S Turner Charitable Trust open to new grantees?
30%
first-time grantees, 2025
In 2025, 9 of 30 grantees (30%) were first-time recipients. First grants averaged $14K; repeat grants $58K. How we count
Medians: $15K first-time, $20K repeat.
- 60% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Trust’s stated purpose is to award charitable gifts to 501(c)(3) organizations with charitable, cultural, educational, or youth-oriented projects. Its 2026 application announcement also identifies welfare-to-work projects that help transform dysfunction into functionality.
Its grantees work in varied areas. For example, the Atchison Amelia Earhart Foundation says its mission is to promote Amelia Earhart’s legacy in her hometown and beyond; Valley Hope Association says it provides treatment and related services for people experiencing problems with alcohol or other drug use; and Atchison Child Care Association says it provides licensed, educational, affordable child care for children from birth to age 12.
Grantmaking
In 2025, the Trust made 37 grants totaling $1,337,500. Awards ranged from $2,500 to $250,000, with a median grant of $15,000. Examples include $250,000 to Benedictine College for Independence Hall and Library, $156,250 to the Atchison Amelia Earhart Foundation for a museum final exhibit, and $100,000 each to Amberwell Atchison Association for a capital campaign and Valley Hope Association for bridge-to-recovery capital.
Review Cycle
The Trust’s website lists April 30, 2026, as the application deadline for the 2026 awarding year, with online submission due by 11:59 p.m. Central time. Its 2025 filing separately lists March 31 as a deadline and says requests for proposals will be sent to selected charitable organizations for consideration.
Open Grants
1 open opportunity from Courtney S Turner Charitable Trust
Ready to take the next step with Courtney S Turner Charitable Trust?
Geographic Focus
Where this funder awards grants
The Trust primarily serves Atchison, Kansas. In 2025, 98% of its grant dollars went to Kansas recipients and 2% to Missouri recipients. Its 2025 filing states a preference for qualified charitable organizations in the Kansas City, Missouri, area.
Grant Distribution by State
Share of 2025 grant dollars across all 37 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $955K (2024) to $1.4M (2021). In 2025 it made 37 grants totaling $1.3M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Benedictine College ($250K). Together the top 10 received $1.1M.
Grant Size Distribution
169 grants across all recorded years
The most common grant size was under $50K: 122 grants of 169 (72%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Benedictine College Atchison, KS | Independence Hall & Library | $250,000 |
| Atchison Amelia Earhart Foundation Atchison, KS | Museum Final Exhibit | $156,250 |
| Amberwell Atchison Association Atchison, KS | Capital Campaign: Specialty | $100,000 |
| Valley Hope Association Norton, KS | Bridge to Recovery Capital | $100,000 |
| Atchison Area Community Foundation Atchison, KS | For Atchison American | $100,000 |
| Maur Hill-Mount Academy School Atchison, KS | Unrestricted General | $100,000 |
| Atchison Area Chamber of Commerce Fdn Atchison, KS | Purchase New Trolley | $67,500 |
| YMCA of Atchison Kansas Atchison, KS | Support "Atchison for a | $59,000 |
| Atchison Area Community Foundation Atchison, KS | For All Aboard Atchison | $50,000 |
| Atchison Area Community Foundation Atchison, KS | For USD 409 Soccer Field | $40,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $40,414,126 | $3,131,192 | $1,646,735 | $1,337,500 | 37 |
| 2024 | $38,913,089 | $17,997,060 | $1,565,414 | $954,500 | 29 |
| 2023 | $22,405,674 | $3,488,596 | $1,776,000 | $1,403,000 | 39 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $40,414,126 | $38,913,089 | $22,405,674 |
| Revenue | $3,131,192 | $17,997,060 | $3,488,596 |
| Expenses | $1,646,735 | $1,565,414 | $1,776,000 |
| Qualifying Distributions | $1,511,854 | $1,114,480 | $1,577,546 |
| Net Investment Income | $2,991,713 | $17,859,076 | $3,345,142 |
| Distributable Amount | $1,990,810 | $1,626,301 | $1,648,350 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 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 September 29, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 23, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America N.A. as trustee. The Trust’s website identifies Tony Twyman, a Bank of America Private Bank senior vice president and philanthropic client manager, as co-trustee. Its Atchison Advisory Committee members are Rich Dickason, Karen Seaberg, Richard Berger, and Jonathan Mize.
Courtney S Turner Charitable Trust's only listed officer is Bank Of America N A, Trustee since 2024 (on filings since 2020) (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
Co-Trustee → Trustee, 2024
On filings since 2020
1 hr/week
$130K (2020) → $174K (2025)
Former officers (1)
- Former: John H. Mize Jr - Co Boa (2020–2023) — Co-Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $174K, to Bank of America N a (Trustee).
Contact
Application contact: Tony Twyman - Bank Of America N A
Mailing address: PO Box 219119, Kansas City, MO 64121-9119
Phone: (816) 292-4342
Email: n/a
Website: https://courtneyturner-trust.org
Frequently asked questions about Courtney S Turner Charitable Trust
How much does Courtney S Turner Charitable Trust give each year?
Courtney S Turner Charitable Trust gave $1.3M across 37 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $955K across 29 grants.
What is Courtney S Turner Charitable Trust's typical grant size?
Courtney S Turner Charitable Trust's median grant in 2025 was $15,000, and its average grant was $36,149, across 37 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Courtney S Turner Charitable Trust that year got $14K on average.
Where does Courtney S Turner Charitable Trust give grants?
Courtney S Turner Charitable Trust gives mostly in Kansas: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Atchison, KS (29 grants) and Kansas City, MO (2 grants).
Does Courtney S Turner Charitable Trust give general operating support?
Yes: 41% of Courtney S Turner Charitable Trust's 2025 grants with a stated purpose (15 of 37) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Courtney S Turner Charitable Trust's largest grantees?
Courtney S Turner Charitable Trust's largest 2025 grantees include Benedictine College ($250,000), Atchison Area Community Foundation ($240,000 across 8 grants) and Atchison Amelia Earhart Foundation ($156,250), according to its 2025 IRS Form 990-PF. Together they received 48% of its itemized 2025 grant dollars.
How large is Courtney S Turner Charitable Trust?
Courtney S Turner Charitable Trust reported $40.4M in total assets on its 2025 IRS Form 990-PF. It paid out $1.5M in qualifying distributions that year, against a required minimum of $2.0M (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 does Courtney S Turner Charitable Trust fund?
The Trust’s stated purpose is to award charitable gifts to 501(c)(3) organizations with charitable, cultural, educational, or youth-oriented projects. Its 2026 application announcement also identifies welfare-to-work projects that help transform dysfunction into functionality. See mission & focus areas ↑
How do I apply for a grant from Courtney S Turner Charitable Trust?
The Trust’s Atchison application instructions direct eligible 501(c)(3) organizations in the Atchison community area to apply online. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Courtney S Turner Charitable Trust's EIN?
Courtney S Turner Charitable Trust's EIN (Employer Identification Number) is 43-6316904. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Courtney S Turner Charitable Trust by hand.
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