Courtney S Turner Charitable Trust

DALLAS, TX EIN: 43-6316904

The Courtney S Turner Charitable Trust is a private foundation established in September 1987 and based in Dallas, Texas. The Trust is classified as a 501(c)(3) organization and operates as an independent foundation with tax-exempt status.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$955K

-32.0% YoY

Grant Count

29

-25.6% YoY

Avg Grant Size

$33K

-8.5% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Trust's stated purpose is to award charitable gifts to organizations with charitable, cultural, educational, or youth-oriented projects.

Primary funding interests include:

  • Education
  • Arts & Culture
  • Social & Human Services
  • Human Services
  • Children and Youth
  • Health

The Trust prefers to give grants for specific purposes including buildings, capital equipment, and programs to be completed in a fixed number of short years.

Grantmaking

The Trust made 43 grants in 2024. Recent notable grants include:

Review Cycle

March 31

Grant Types

supported: Capital fundingmatching/challenge fundingprogram fundingbuilding fundsequipmentand emergency funds

How to Apply

**

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Geographic Focus

Where this funder awards grants

The Trust provides support primarily in:

  • Atchison, Kansas
  • Kansas City, Missouri metropolitan area

Grant Distribution by State

3states

Cities

ATCHISIONATCHISONATKINSONEFFINGHAMHIGHLANDINDEPENDENCEKANSAS CITYLEAVENWORTHMANHATTANNORTONOKLAHOMA CITYOLATHEOVERLAND PARKST JOSEPHWESTON

Financial History

Multi-year comparison from IRS filings

Most Recent Data (2024):

  • Total Assets: $38,913,089
  • Total Revenues: $17,997,060
  • Total Expenses: $1,565,414
  • Total Giving: $954,500

Prior Year Data (2023):

  • Total Assets: $22,405,674 (ledger value)
  • Total Revenue: $8,615,021
  • Total Expenses: $1,780,000
  • Total Assets: $22.4 Million

Staffing: The Trust operates with 1 employee.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$353K$707K$1M$1M43 grants202030 grants202134 grants202239 grants202329 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BENEDICTINE COLLEGE$250KAMBERWELL ATCHISON ASSOC…$100KVALLEY HOPE ASSOCIATION$100KATCHISON AREA CHAMBER OF…$68KTHEATRE ATCHISON INC$60KYMCA OF ATCHISON KANSAS$58KATCHISON CHILD CARE ASSO…$50KGREATER MANHATTAN COMMUN…$50KATCHISON AMELIA EARHART …$50KHOPE FAMILY THERAPY INC$15K

Grant Size Distribution

175 grants across all recorded years

128<$50K27$50–100K13$100–250K7$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Courtney S Turner Charitable Trust

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Bank of America N.A. serves as Managing Director of the Trust.

The Trust's major donor is identified as Courtney S. Turner.

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N ATRUSTEE$162K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICA N ATRUSTEE1$161,833

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

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