Donald Insley Charitable Trust

DALLAS, TX EIN: 30-6262688

Donald Insley Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 1 grants totaling $43K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+4.2% YoY

Annual Giving

$43K

+17.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$43K

+17.5% YoY

Under IRS private-foundation payout rules, Donald Insley Charitable Trust reported a distributable amount of $53K for 2024 — the minimum it must pay out in qualifying distributions.

About Donald Insley Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $226K (100%)

States

New York

Cities

Rochester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,040,783	$999,189	$1,045,058
Revenue	$19,293	$14,075	$200,675
Expenses	$58,298	$55,406	$69,872
Qualifying Distributions	$48,913	$42,128	$59,497
Net Investment Income	$21,962	$16,617	$191,191
Distributable Amount	$52,595	$48,526	$49,055

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Rochester ($43,097).

Recipient	Purpose	Amount
UNIVERSITY OF ROCHESTER ROCHESTER, NY	NEUROLOGICAL RESEARCH	$43,097

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$13,289

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Donald Insley Charitable Trust?

Donald Insley Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $1.0M in total assets as of 2024.

How large is Donald Insley Charitable Trust?

As of 2024, Donald Insley Charitable Trust holds $1.0M in total assets with $19K in annual revenue. It awarded 1 grants totaling $43K in 2024.

Where does Donald Insley Charitable Trust operate?

Donald Insley Charitable Trust has awarded grants in New York.

What size grants does Donald Insley Charitable Trust award?

In 2024, Donald Insley Charitable Trust awarded 1 grants totaling $43K — an average of about $43K per grant, based on its IRS Form 990 filings.

How much is Donald Insley Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Donald Insley Charitable Trust reported a distributable amount of $53K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Donald Insley Charitable Trust's EIN?

Donald Insley Charitable Trust's EIN (Employer Identification Number) is 30-6262688. IRS Form 990 filing data is available on this page for 2020–2024.