Elizabeth I Casey Trust Fund

DALLAS, TX EIN: 04-6435769

Elizabeth I Casey Trust Fund is a private foundation, 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

About Elizabeth I Casey Trust Fund

Based on IRS filings

Elizabeth I Casey Trust Fund is a private foundation, 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BraintreeLawrence

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$31K$62K$92K$123K20202021202220232024
Metric202420232022
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

$0$7K$13K$20K$27K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

US CONFERENCE OF CATHOLI…$12KST MARY'S CHURCH$12K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$8K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$7,947

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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