George Castera Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 95-6286657

George Castera Charitable Trust is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 1 grant totaling $120K. Net investment income was $183K.

Key facts about George Castera Charitable Trust

In short: George Castera Charitable Trust gave $120K across 1 grant in 2025 (avg $120K), mostly in Maryland. Source: 2025 IRS Form 990-PF.

EIN
95-6286657
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$120,490
Grants made (2025)
1
Average grant
$120,490
Median grant
$120,490
Total assets
$2,161,705
Primary geography
Maryland (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.2M

+2.7% YoY

Annual Giving

$120K

+16.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$120K

+16.7% YoY

Under IRS private-foundation payout rules, George Castera Charitable Trust reported a distributable amount of $126K for 2025 — the minimum it must pay out in qualifying distributions.

How George Castera Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−6%). 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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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Annapolis

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $79K (2023) to $128K (2022). In 2025 it made 1 grant totaling $120K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

US Naval Academy Foundation: $120KUS Naval Academy Foundation$120K

The largest 2025 recipient was US Naval Academy Foundation ($120K).

Grant Size Distribution

5 grants across all recorded years

<$50K2$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
US Naval Academy Foundation Annapolis, MDScholarships$120,490

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,161,705$2,104,714$2,098,610
Revenue$209,131$75,837$-23,812
Expenses$158,964$138,835$120,089
Qualifying Distributions$134,482$116,214$90,754
Net Investment Income$182,880$48,482$25,373
Distributable Amount$125,954$118,852$109,420

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

George Castera Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $31K (2022) → $34K (2025)

Former officers (1)
  • Former: Bank Of America N A (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $34KBank of AmericaTrustee$34K

The highest reported compensation on the 2025 filing was $34K, to Bank of America (Trustee).

Frequently asked questions about George Castera Charitable Trust

How much does George Castera Charitable Trust give each year?

George Castera Charitable Trust gave $120K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $103K across 1 grant.

How large is George Castera Charitable Trust?

George Castera Charitable Trust reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $134K in qualifying distributions that year, against a required minimum of $126K (roughly 5% of its investment assets).

What is George Castera Charitable Trust?

George Castera Charitable Trust is a private foundation focused on Education, based in Dallas, TX. It holds $2.2M in total assets as of 2025.

Where does George Castera Charitable Trust operate?

George Castera Charitable Trust has awarded grants in Maryland.

What is George Castera Charitable Trust's EIN?

George Castera Charitable Trust's EIN (Employer Identification Number) is 95-6286657. IRS Form 990 filing data is available on this page for 2020–2025.

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

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