Croft Family Genealogy Trust
Croft Family Genealogy Trust is a private foundation, based in OREM, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $74K in total assets. In 2024, it made $7K in qualifying distributions. Net investment income was $4K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$74K
-9.6% YoY
Revenue
$4K
+9.3% YoY
Qualifying Distributions
$7K
+188.1% YoY
Expenses
$7K
+166.8% YoY
Under IRS private-foundation payout rules, Croft Family Genealogy Trust reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
About Croft Family Genealogy Trust
Based on IRS filings
Croft Family Genealogy Trust is a private foundation, based in OREM, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $74K in total assets. In 2024, it made $7K in qualifying distributions. Net investment income was $4K.
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $74,045 | $81,942 | $80,805 |
| Revenue | $4,131 | $3,781 | $4,835 |
| Expenses | $7,055 | $2,644 | $7,193 |
| Qualifying Distributions | $6,554 | $2,275 | $7,449 |
| Net Investment Income | $4,131 | $3,781 | — |
| Distributable Amount | $3,704 | $2,478 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Roderic Lewis | Trustee | 0.8 | — |
| Marilyn Croft Lewis | Trustee | 2 | — |
Frequently Asked Questions
How large is Croft Family Genealogy Trust?
As of 2024, Croft Family Genealogy Trust holds $74K in total assets with $4K in annual revenue.
How much is Croft Family Genealogy Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Croft Family Genealogy Trust reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Croft Family Genealogy Trust's EIN?
Croft Family Genealogy Trust's EIN (Employer Identification Number) is 87-0511556. 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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