Gertrude G Bancroft Charitable Remainder Tr
Gertrude G Bancroft Charitable Remainder Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.5M in total assets. In 2026, it awarded 1 grant totaling $66K. Net investment income was $177K.
Key facts about Gertrude G Bancroft Charitable Remainder Tr
In short: Gertrude G Bancroft Charitable Remainder Tr gave $66K across 1 grant in 2026 (avg $66K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.
- EIN
- 30-0060326
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $66,086
- Grants made (2026)
- 1
- Average grant
- $66,086
- Median grant
- $66,086
- Total assets
- $1,478,424
- Primary geography
- Connecticut (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$1.5M
+11.6% YoY
Annual Giving
$66K
+2.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$66K
+2.4% YoY
Under IRS private-foundation payout rules, Gertrude G Bancroft Charitable Remainder Tr reported a distributable amount of $78K for 2026 — the minimum it must pay out in qualifying distributions.
How Gertrude G Bancroft Charitable Remainder Tr gives
- Giving held roughly steady from 2023 to 2026 (+18%). Method
- In 2026 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $52K (2020) to $72K (2022). In 2026 it made 1 grant totaling $66K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Charlotte Hungerford Hospital ($66K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Charlotte Hungerford Hospital Torrington, CT | Unrestricted General | $66,086 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $1,478,424 | $1,324,384 | $1,293,917 |
| Revenue | $189,962 | $125,740 | $48,743 |
| Expenses | $88,624 | $84,343 | $70,598 |
| Qualifying Distributions | $73,416 | $72,183 | $60,231 |
| Net Investment Income | $176,867 | $113,047 | $34,849 |
| Distributable Amount | $78,001 | $71,665 | $66,452 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Gertrude G Bancroft Charitable Remainder Tr's 2026 filing lists 2 officers; 1 of 2 officers listed in 2026 is compensated.
Officers on the 2026 filing
Bank Of America
Co-Trustee
On filings since 2020
1 hr/week
$12K (2020) → $17K (2026)
Douglas O'Connell
Co-Trustee
On filings since 2021
1 hr/week
$210 (2025) → $0 (2026)
Former officers (1)
- Former: David M. Cusick (2020) — Co-Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $17K, to Bank of America (Co-Trustee).
Frequently asked questions about Gertrude G Bancroft Charitable Remainder Tr
How much does Gertrude G Bancroft Charitable Remainder Tr give each year?
Gertrude G Bancroft Charitable Remainder Tr gave $66K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $65K across 1 grant.
How large is Gertrude G Bancroft Charitable Remainder Tr?
Gertrude G Bancroft Charitable Remainder Tr reported $1.5M in total assets on its 2026 IRS Form 990-PF. It paid out $73K in qualifying distributions that year, against a required minimum of $78K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Gertrude G Bancroft Charitable Remainder Tr operate?
Gertrude G Bancroft Charitable Remainder Tr has awarded grants in Connecticut.
What is Gertrude G Bancroft Charitable Remainder Tr's EIN?
Gertrude G Bancroft Charitable Remainder Tr's EIN (Employer Identification Number) is 30-0060326. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Gertrude G Bancroft Charitable Remainder Tr by hand.
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