Crockett James Underwood

Private foundation · Grantmaker Dallas, TX EIN: 04-2754324

Crockett James Underwood is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2022. In 2022, it awarded 1 grant totaling $272K. Net investment income was $119.

Crockett James Underwood at a glance

In short: Crockett James Underwood gave $272K across 1 grant in 2022 (avg $272K), mostly in Massachusetts. Source: 2022 IRS Form 990-PF.

Annual giving (2022)
$271,860
+1787.9% vs 2021
Grants made (2022)
1
-75.0% vs 2021
Average grant
$271,860
+7451.7% vs 2021
Median grant
$271,860
Primary geography
Massachusetts (100% of itemized 2022 grant dollars)
Latest 990 filing
Form 990-PF, 2022 View filing

Data from IRS Form 990-PF, 2022; updated September 2026.

Who Crockett James Underwood funds

How this funder distributes its grants

Top Recipients

Top recipient in 2022

James Underwood Crockett FD: $272KJames Underwood Crockett FD$272K

The largest 2022 recipient was James Underwood Crockett FD ($272K).

Grant Size Distribution

10 grants across all recorded years

9<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 10 (90%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of the 2022 grant dollars on its one itemized grant.

Cities

BelchertownCummingtonFitchburgGreenfieldMarshfieldNashuaNorthamptonNorwellPlymouthWalpole

How Crockett James Underwood gives

  • In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K0 grants2019 5 grants2020 4 grants2021 1 grant2022

From 2020 to 2022, annual grant giving ranged from $14K (2020) to $272K (2022). In 2022 it made 1 grant totaling $272K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
James Underwood Crockett FD Fitchburg, MAUnrestricted General$271,860
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2022—$-9,271$284,406$271,8601$278,810$119$12,292
2021$294,778$63,136$24,055$14,4004$19,683$58,132$16,571
2020$255,296$21,087$19,760$14,0005—$17,581$14,380
2019$253,792$14,459$5,580———$11,818$13,590

Under IRS private-foundation payout rules, Crockett James Underwood reported a distributable amount of $12K for 2022 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Crockett James Underwood's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2022 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $5K (2021) → $4K (2022)

Former officers (1)
  • Former: Bank Of American A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2022 IRS filing

Bank of America — Trustee: $4KBank of AmericaTrustee$4K

The highest reported compensation on the 2022 filing was $4K, to Bank of America (Trustee).

Frequently asked questions about Crockett James Underwood

How much does Crockett James Underwood give each year?

Crockett James Underwood gave $272K across 1 grant in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $14K across 4 grants.

Where does Crockett James Underwood operate?

Crockett James Underwood has awarded grants in Massachusetts, New Hampshire.

How much is Crockett James Underwood required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Crockett James Underwood reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Crockett James Underwood's EIN?

Crockett James Underwood's EIN (Employer Identification Number) is 04-2754324. IRS Form 990 filing data is available on this page for 2019–2022.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
  2. IRS filings on file for fiscal years 2020–2022

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Assets

—

Grants

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Total Given

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Crockett James Underwood's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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