Greer Garson Endowment Fund

Private foundation · Grantmaker Richardson, TX EIN: 75-6270099

Greer Garson Endowment Fund is a private foundation, based in Richardson, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $234K in total assets. In 2025, it awarded 1 grant totaling $11K. Net investment income was $7K.

Key facts about Greer Garson Endowment Fund

In short: Greer Garson Endowment Fund gave $11K across 1 grant in 2025 (avg $11K), mostly in Texas. Source: 2025 IRS Form 990-PF.

EIN
75-6270099
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$11,000
Grants made (2025)
1
Average grant
$11,000
Median grant
$11,000
Total assets
$233,691
Primary geography
Texas (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

$234K

-3.9% YoY

Annual Giving

$11K

+15.8% YoY

Grant Count

1

-75.0% YoY

Avg Grant Size

$11K

+363.2% YoY

Under IRS private-foundation payout rules, Greer Garson Endowment Fund reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.

How Greer Garson Endowment Fund gives

  • Giving held roughly steady from 2022 to 2025 (+6%). Method
  • In 2025 it paid out 120% 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

2states

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

Cities

DallasTulsa

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K20 grants2019 19 grants2020 16 grants2021 16 grants2022 49 grants2023 4 grants2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $8K (2019) to $15K (2023). In 2025 it made 1 grant totaling $11K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Southern Methodist University: $11KSouthern Methodist University$11K

The largest 2025 recipient was Southern Methodist University ($11K).

Grant Size Distribution

86 grants across all recorded years

86<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 86 grants of 86 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Southern Methodist University Dallas, TXGreer Garson Award - Division of Theatre$11,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$233,691$243,286$132,697
Revenue$12,093$118,721$7,052
Expenses$23,189$17,527$22,010
Qualifying Distributions$14,656$12,704$18,299
Net Investment Income$6,589$113,898$3,673
Distributable Amount$12,180$10,100$11,541

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS August 29, 2019)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 20, 2020)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 30, 2021)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS September 30, 2022)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 12, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 13, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Greer Garson Endowment Fund's only listed officer is American National Bank Of Texas, Successor Trustee on every filing since 2024 (compensated).

Officers on the 2025 filing

  • American National Bank Of Texas

    Successor Trustee

    On filings since 2024

    1 hr/week

    $3K (2024) → $4K (2025)

Former officers (2)
  • Former: Bank Of America (2022–2023) — Trustee
  • Former: Bank Of America N A (2019–2021) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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

American National Bank of Texas — Successor Trustee: $4KAmerican National Bank…Successor Trustee$4K

The highest reported compensation on the 2025 filing was $4K, to American National Bank of Texas (Successor Trustee).

Frequently asked questions about Greer Garson Endowment Fund

How much does Greer Garson Endowment Fund give each year?

Greer Garson Endowment Fund gave $11K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 4 grants.

How large is Greer Garson Endowment Fund?

Greer Garson Endowment Fund reported $234K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).

Where does Greer Garson Endowment Fund operate?

Greer Garson Endowment Fund has awarded grants in Oklahoma, Texas.

What is Greer Garson Endowment Fund's EIN?

Greer Garson Endowment Fund's EIN (Employer Identification Number) is 75-6270099. IRS Form 990 filing data is available on this page for 2019–2025.

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

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