Fred M & Ora H Everett Charitable Desc Bene

DALLAS, TX EIN: 15-6018093

Fred M & Ora H Everett Charitable Desc Bene is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 5 grants totaling $91K. Net investment income was $182K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

+3.6% YoY

Annual Giving

$91K

-2.6% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$18K

-2.6% YoY

About Fred M & Ora H Everett Charitable Desc Bene

Based on IRS filings

Fred M & Ora H Everett Charitable Desc Bene is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 5 grants totaling $91K. Net investment income was $182K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AuburnUnion Springs

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$208K$416K$624K$832K20202021202220232024
Metric202420232022
Total Assets$2,216,090$2,139,928$2,238,124
Revenue$208,771$29,514$-55,606
Expenses$130,509$126,892$158,419
Qualifying Distributions$105,353$105,783$121,157
Net Investment Income$182,088$28,032$19,219
Distributable Amount$111,282$101,884$104,715

Giving Over Time

Total grant dollars and number of grants per year

$0$31K$62K$93K$124K5 grants20205 grants20215 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

UNTIED WAY OF CAYUGA COU…$61KWESTMINSTER PRESBYTERIAN…$12KTRINITY UNITED CHURCH OF…$6KAUBURN MEMORIAL HOSPITAL$6KYMCA -WEIU$6K

Grant Size Distribution

25 grants across all recorded years

20<$50K5$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$34K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$34,418

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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