Elizabeth Grant Trust

Foundation · Grantmaker Dallas, TX EIN: 04-6008143

Elizabeth Grant Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $268K in total assets. In 2025, it awarded 5 grants totaling $14K. Net investment income was $21K.

Key facts about Elizabeth Grant Trust

EIN: 04-6008143
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $14,475
Grants made (2025): 5
Average grant: $2,895
Median grant: $2,895
Total assets: $268,273
Primary geography: Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Elizabeth Grant Trust funds

By grant dollars, the top recipient states for Elizabeth Grant Trust's 5 itemized 2025 grants were Massachusetts (100%). The most frequent recipient cities were Boston, MA (4 grants). 100% of grants with a stated purpose were for general or operating support.

How Elizabeth Grant Trust gives

Giving held roughly steady from 2022 to 2025 (−8%). Method
In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$268K

+2.1% YoY

Annual Giving

$14K

+16.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

+16.2% YoY

Under IRS private-foundation payout rules, Elizabeth Grant Trust reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.

About Elizabeth Grant Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $14K (100%)

Share of all 5 itemized 2025 grant dollars.

States

Massachusetts

Cities

BostonLexington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$268,273	$262,773	$262,397
Revenue	$25,905	$10,496	$-1,925
Expenses	$21,341	$18,758	$16,472
Qualifying Distributions	$17,030	$14,866	$11,691
Net Investment Income	$21,453	$5,881	$2,305
Distributable Amount	$15,937	$15,085	$14,007

Data update history

When this profile's IRS filing data changed on Grantable

February 28, 2026 IRS filings on file for fiscal years 2021–2025

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Boston Symphony Orchestra ($2,895), MSPCC ($2,895), Museum of Fine Arts Boston ($2,895).

Recipient	Purpose	Amount
BOSTON SYMPHONY ORCHESTRA Boston, MA	UNRESTRICTED GENERAL	$2,895
MSPCC Lexington, MA	UNRESTRICTED GENERAL	$2,895
MUSEUM OF FINE ARTS BOSTON Boston, MA	UNRESTRICTED GENERAL	$2,895
ECONOMIC MOBILITY PATHWAYS INC Boston, MA	UNRESTRICTED GENERAL	$2,895
MSPCA-ANGELL Boston, MA	UNRESTRICTED GENERAL	$2,895

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Name	Title	Hours	Compensation
Bank of America	Trustee	1	$5,050

Frequently Asked Questions

How large is Elizabeth Grant Trust?

As of 2025, Elizabeth Grant Trust holds $268K in total assets with $26K in annual revenue. It awarded 5 grants totaling $14K in 2025.

Where does Elizabeth Grant Trust operate?

Elizabeth Grant Trust has awarded grants in Massachusetts.

What size grants does Elizabeth Grant Trust award?

In 2025, Elizabeth Grant Trust awarded 5 grants totaling $14K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Elizabeth Grant Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Elizabeth Grant Trust reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.