Edna H Treat Trust
Edna H Treat Trust is a private foundation focused on Religion, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $441K in total assets. In 2025, it awarded 3 grants totaling $21K. Net investment income was $41K.
Edna H Treat Trust at a glance
In short: Edna H Treat Trust gave $21K across 3 grants in 2025 (avg $7K), mostly in Rhode Island. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,975
- +3.6% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $6,992
- +3.6% vs 2024
- Median grant
- $5,494
- Total assets
- $441,126
- +3.7% vs 2024
- Primary geography
- Rhode Island (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Edna H Treat Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Shepherd of Valley United Meth Church ($10K). Together the top 3 received $21K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Edna H Treat Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 95% 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 $15K (2023) to $24K (2022). In 2025 it made 3 grants totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shepherd of Valley United Meth Church Hope, RI | Unrestricted General | $9,987 |
| St Peter's by the Sea Narragansett, RI | Unrestricted General | $5,494 |
| Episcopal Diocese of RI Providence, RI | Unrestricted General | $5,494 |
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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 | $441,126 | $47,425 | $31,749 | $20,975 | 3 | $24,496 | $41,495 | $25,746 |
| 2024 | $425,311 | $44,610 | $29,775 | $20,251 | 3 | $23,758 | $38,310 | $24,331 |
| 2023 | $410,920 | $15,423 | $24,464 | $15,044 | 3 | $18,614 | $6,959 | $22,234 |
| 2022 | $420,142 | $-10,673 | $36,012 | $23,645 | 3 | $27,044 | $3,146 | $22,901 |
| 2021 | $466,810 | $97,437 | $30,395 | $20,404 | 3 | $23,979 | $91,004 | $25,725 |
| 2020 | $395,980 | $37,361 | $29,801 | $20,528 | 3 | — | $31,940 | $21,975 |
| 2019 | $389,921 | $27,352 | $24,882 | $16,299 | 3 | — | $23,026 | $21,465 |
Under IRS private-foundation payout rules, Edna H Treat Trust reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Edna H Treat Trust's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$7K (2019) → $7K (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 $7K, to Bank of America (Trustee).
Frequently asked questions about Edna H Treat Trust
How much does Edna H Treat Trust give each year?
Edna H Treat Trust gave $21K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 3 grants.
What is Edna H Treat Trust's typical grant size?
Edna H Treat Trust's median grant in 2025 was $5,494, and its average grant was $6,992, across 3 grants on its 2025 IRS Form 990-PF.
Where does Edna H Treat Trust give grants?
Edna H Treat Trust gives mostly in Rhode Island: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Edna H Treat Trust give general operating support?
Yes: 100% of Edna H Treat Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Edna H Treat Trust?
Edna H Treat Trust reported $441K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $26K (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 Edna H Treat Trust?
Edna H Treat Trust is a private foundation focused on Religion, based in Dallas, TX. It holds $441K in total assets as of 2025.
What is Edna H Treat Trust's EIN?
Edna H Treat Trust's EIN (Employer Identification Number) is 05-6007991. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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