Dale & Joan Coleman Charitable Trust
Dale & Joan Coleman Charitable Trust is a private foundation, based in Amarillo, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 9 grants totaling $418K. Net investment income was $94K.
Dale & Joan Coleman Charitable Trust at a glance
In short: Dale & Joan Coleman Charitable Trust gave $418K across 9 grants in 2025 (avg $46K), mostly in Arkansas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $418,310
- +3.3% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $46,479
- +3.3% vs 2024
- Median grant
- $33,464
- Total assets
- $2,771,321
- -5.7% vs 2024
- Primary geography
- Arkansas (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Dale & Joan Coleman Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Harding University ($209K across 3 grants). Together the top 5 received $347K.
Organizations only. It also paid 1 individual scholarship ($71,112), which are not listed by name.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 30 grants of 45 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Dale & Joan Coleman Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+15%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
From 2019 to 2025, annual grant giving ranged from $341K (2023) to $484K (2019). In 2025 it made 9 grants totaling $418K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harding University Searcy, AR | Endowment Fund Family & Consumer SCI | $146,409 |
| 1 individual scholarship Recipients not named | — | $71,112 |
| Kansas State University Foundation Manhattan, KS | Graduate Fellowhip Endowment | $62,747 |
| Harding University Searcy, AR | Endowment Fund Family & Consumer SCI | $41,831 |
| Amarillo Area Foundation Amarillo, TX | FBO Collingsworth County Hist Museum | $33,464 |
| Harding University Searcy, AR | Endowment Fund Distinguished Lecture | $20,916 |
| Kansas State University Foundation Manhattan, KS | Faculty Enhancement Endowment | $20,916 |
| Westview Foundation Hollis, OK | Unrestricted Donation | $12,549 |
| Amarillo Botanical Garden Therapy Program Amarillo, TX | Contribution to Therapy Program | $8,366 |
Ready to take the next step with Dale & Joan Coleman Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,771,321 | $419,036 | $587,454 | $418,310 | 9 | $418,310 | $94,323 | $421,203 |
| 2024 | $2,939,739 | $378,341 | $902,182 | $404,897 | 9 | $404,897 | $87,481 | $418,310 |
| 2023 | $3,463,323 | $512,514 | $850,023 | $341,003 | 9 | $341,003 | $47,208 | $404,897 |
| 2022 | $3,798,924 | $674,477 | $923,793 | $362,380 | 9 | $362,380 | $46,784 | $341,003 |
| 2021 | $4,048,240 | $777,409 | $762,500 | $450,113 | 9 | $450,113 | $226,087 | $362,380 |
| 2020 | $4,033,570 | $446,338 | $706,235 | $467,380 | 9 | — | $126,703 | $450,115 |
| 2019 | $4,294,603 | $491,697 | $815,615 | $484,454 | 9 | — | $162,975 | $467,380 |
Under IRS private-foundation payout rules, Dale & Joan Coleman Charitable Trust reported a distributable amount of $421K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dale & Joan Coleman Charitable Trust's only listed officer is Amarillo National Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Amarillo National Bank
Trustee
On filings since 2019
$27K (2019) → $13K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $13K, to Amarillo National Bank (Trustee).
Frequently asked questions about Dale & Joan Coleman Charitable Trust
How much does Dale & Joan Coleman Charitable Trust give each year?
Dale & Joan Coleman Charitable Trust gave $418K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $405K across 9 grants.
What is Dale & Joan Coleman Charitable Trust's typical grant size?
Dale & Joan Coleman Charitable Trust's median grant in 2025 was $33,464, and its average grant was $46,479, across 9 grants on its 2025 IRS Form 990-PF.
Where does Dale & Joan Coleman Charitable Trust give grants?
Dale & Joan Coleman Charitable Trust gives mostly in Arkansas: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Texas (27%) and Kansas (20%). The most frequent recipient cities were Searcy, AR (3 grants), Manhattan, KS (2 grants) and Amarillo, TX (2 grants).
Does Dale & Joan Coleman Charitable Trust give general operating support?
Yes: 11% of Dale & Joan Coleman Charitable Trust's 2025 grants with a stated purpose (1 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Dale & Joan Coleman Charitable Trust's largest grantees?
Dale & Joan Coleman Charitable Trust's largest 2025 grantees include Harding University ($209,156 across 3 grants), Kansas State University Foundation ($83,663 across 2 grants) and Amarillo Area Foundation ($33,464), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($71,112), which are not listed by name. Together they received 78% of its itemized 2025 grant dollars.
How large is Dale & Joan Coleman Charitable Trust?
Dale & Joan Coleman Charitable Trust reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $418K in qualifying distributions that year, against a required minimum of $421K (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 is Dale & Joan Coleman Charitable Trust's EIN?
Dale & Joan Coleman Charitable Trust's EIN (Employer Identification Number) is 75-2857586. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
Explore Open Grants
Browse active grant opportunities in Dale & Joan Coleman Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
For Inspiration and Recognition of Science and Technology (FIRST)
Manchester, NH
FIRST funds youth robotics and STEM programs, primarily through support for regional FIRST organizations and team grants for costs such as registration, equipment, travel, and events. In 2025, grants ranged from $5,050 to $1,404,497, with a median of $10,550; its programs and grantmaking reach the U.S. and internationally, though some opportunities are location-restricted. The profile describes specific sponsor-funded team grant opportunities and application processes but does not state whether FIRST accepts unsolicited requests generally.
Assets
$73.0M
Grants
847
Total Given
$21.8M
LPL Financial Foundation Inc
Boston, MA
Assets
$7.8M
Grants
55
Total Given
$2.3M
Adam R Scripps Foundation
Ft Mitchell, KY
The Adam R Scripps Foundation funds science and STEM education, housing, health, scholarships, and community and cultural projects, with grants across multiple states, especially Texas and California. Its 2024 grants ranged from $1,000 to $2 million, with a median of $50,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$754.6M
Grants
281
Total Given
$35.5M
Walker Family Education Foundation
Lake Kiowa, TX
Assets
$44K
Grants
3
Total Given
$6K
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds a broad range of community needs, including health, education, housing, and community development, primarily in North Texas and across Texas. Its 2025 grants had a median of about $18,800, though amounts varied widely; nearly all opportunities are by invitation, with some specific programs open for applications.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
Greater Houston Community Foundation
Houston, TX
The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Dale & Joan Coleman Charitable Trust'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.
Dale & Joan Coleman Charitable Trust down — hundreds of funders to go?