Elizabeth I Casey Trust Fund is a private foundation focused on Religion, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $481K in total assets. In 2024, it awarded 2 grants totaling $23K. Net investment income was $43K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$481K
+3.4% YoY
Annual Giving
$23K
+38.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$12K
+38.0% YoY
Under IRS private-foundation payout rules, Elizabeth I Casey Trust Fund reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.
About Elizabeth I Casey Trust Fund
Based on IRS filings
Elizabeth I Casey Trust Fund is a private foundation focused on Religion, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $481K in total assets. In 2024, it awarded 2 grants totaling $23K. Net investment income was $43K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $481,463 | $465,817 | $475,856 |
| Revenue | $49,923 | $16,386 | $-11,535 |
| Expenses | $33,778 | $26,226 | $38,689 |
| Qualifying Distributions | $27,298 | $20,535 | $30,255 |
| Net Investment Income | $43,142 | $9,157 | $3,909 |
| Distributable Amount | $27,496 | $25,050 | $25,808 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Us Conference of Catholic Bishops ($11,717), St Mary's Church ($11,717).
| Recipient | Purpose | Amount |
|---|---|---|
| US CONFERENCE OF CATHOLIC BISHOPS BRAINTREE, MA | UNRESTRICTED GENERAL | $11,717 |
| ST MARY'S CHURCH LAWRENCE, MA | UNRESTRICTED GENERAL | $11,717 |
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 | $7,947 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Elizabeth I Casey Trust Fund?
Elizabeth I Casey Trust Fund is a private foundation focused on Religion, based in DALLAS, TX. It holds $481K in total assets as of 2024.
How large is Elizabeth I Casey Trust Fund?
As of 2024, Elizabeth I Casey Trust Fund holds $481K in total assets with $50K in annual revenue. It awarded 2 grants totaling $23K in 2024.
Where does Elizabeth I Casey Trust Fund operate?
Elizabeth I Casey Trust Fund has awarded grants in Massachusetts.
What size grants does Elizabeth I Casey Trust Fund award?
In 2024, Elizabeth I Casey Trust Fund awarded 2 grants totaling $23K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Elizabeth I Casey Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Elizabeth I Casey Trust Fund reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Elizabeth I Casey Trust Fund's EIN?
Elizabeth I Casey Trust Fund's EIN (Employer Identification Number) is 04-6435769. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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