Elizabeth & James Bustard Char Perm Trust

DALLAS, TX EIN: 54-6250970

Elizabeth & James Bustard Char Perm Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 9 grants totaling $167K. Net investment income was $279K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.5M

+1.5% YoY

Annual Giving

$167K

+0.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$19K

+0.6% YoY

Under IRS private-foundation payout rules, Elizabeth & James Bustard Char Perm Trust reported a distributable amount of $203K for 2025 — the minimum it must pay out in qualifying distributions.

About Elizabeth & James Bustard Char Perm Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $858K (100%)

States

Virginia

Cities

AlexandriaDanvilleHillsville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$3,491,270	$3,438,611	$3,458,901
Revenue	$319,634	$130,313	$-86,003
Expenses	$227,557	$224,590	$208,080
Qualifying Distributions	$188,326	$190,639	$159,390
Net Investment Income	$278,681	$86,359	$41,239
Distributable Amount	$202,959	$187,520	$176,623

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Grant Size Distribution

45 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Episcopal Church of the Epiphany Mission ($29,933), Protestant Episcop Theological Seminary ($20,312), Danville Life Saving Crew ($20,312).

Recipient	Purpose	Amount
THE SALVATION ARMY DANVILLE, VA	UNRESTRICTED GENERAL	$19,125
AVERETT COLLEGE DANVILLE, VA	UNRESTRICTED GENERAL	$19,125
PROTESTANT EPISCOP THEOLOGICAL SEMINARY ALEXANDRIA, VA	UNRESTRICTED GENERAL	$20,312
EPISCOPAL CHURCH OF THE EPIPHANY MISSION DANVILLE, VA	UNRESTRICTED GENERAL	$29,933
DANVILLE-PITTS COUNTY UNITED WAY DANVILLE, VA	UNRESTRICTED GENERAL	$9,579
JOY RANCH CHRISTIAN SCHOOL OF HILLSVILLE HILLSVILLE, VA	UNRESTRICTED GENERAL	$9,579
DCC EDUCATIONAL FOUNDATION INC DANVILLE, VA	UNRESTRICTED GENERAL	$18,507
DANVILLE LIFE SAVING CREW DANVILLE, VA	UNRESTRICTED GENERAL	$20,312
SIGHT CONSERVATION CMTE DANVILLE LIONS DANVILLE, VA	UNRESTRICTED GENERAL	$20,312

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$52,605

Frequently Asked Questions

How large is Elizabeth & James Bustard Char Perm Trust?

As of 2025, Elizabeth & James Bustard Char Perm Trust holds $3.5M in total assets with $320K in annual revenue. It awarded 9 grants totaling $167K in 2025.

Where does Elizabeth & James Bustard Char Perm Trust operate?

Elizabeth & James Bustard Char Perm Trust has awarded grants in Virginia.

What size grants does Elizabeth & James Bustard Char Perm Trust award?

In 2025, Elizabeth & James Bustard Char Perm Trust awarded 9 grants totaling $167K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Elizabeth & James Bustard Char Perm Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Elizabeth & James Bustard Char Perm Trust reported a distributable amount of $203K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Elizabeth & James Bustard Char Perm Trust's EIN?

Elizabeth & James Bustard Char Perm Trust's EIN (Employer Identification Number) is 54-6250970. IRS Form 990 filing data is available on this page for 2021–2025.