Gresham Charitable Trust Fd149

SAN ANTONIO, TX EIN: 81-6371925

Gresham Charitable Trust Fd149 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN ANTONIO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 2 grants totaling $251K. Net investment income was $151K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.3M

-2.6% YoY

Annual Giving

$251K

+0.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$126K

+0.8% YoY

Under IRS private-foundation payout rules, Gresham Charitable Trust Fd149 reported a distributable amount of $312K for 2024 — the minimum it must pay out in qualifying distributions.

About Gresham Charitable Trust Fd149

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $1.3M (100%)

States

Texas

Cities

San Antonio

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,317,436	$5,461,733	$5,551,089
Revenue	$168,958	$228,543	$528,268
Expenses	$314,642	$317,899	$360,463
Qualifying Distributions	$282,903	$278,718	$322,549
Net Investment Income	$150,860	$198,901	$497,717
Distributable Amount	$311,627	$280,805	$279,628

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Saint Marys Hall Inc ($125,582), Texas Military Institute ($125,582).

Recipient	Purpose	Amount
SAINT MARYS HALL INC SAN ANTONIO, TX	UNRESTICTED CHARITABLE	$125,582
TEXAS MILITARY INSTITUTE SAN ANTONIO, TX	UNRESTICTED CHARITABLE	$125,582

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FROST BANK TRUSTEE	TRUSTEE	40	$62,128

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Gresham Charitable Trust Fd149?

Gresham Charitable Trust Fd149 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN ANTONIO, TX. It holds $5.3M in total assets as of 2024.

How large is Gresham Charitable Trust Fd149?

As of 2024, Gresham Charitable Trust Fd149 holds $5.3M in total assets with $169K in annual revenue. It awarded 2 grants totaling $251K in 2024.

Where does Gresham Charitable Trust Fd149 operate?

Gresham Charitable Trust Fd149 has awarded grants in Texas.

What size grants does Gresham Charitable Trust Fd149 award?

In 2024, Gresham Charitable Trust Fd149 awarded 2 grants totaling $251K — an average of about $126K per grant, based on its IRS Form 990 filings.

How much is Gresham Charitable Trust Fd149 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Gresham Charitable Trust Fd149 reported a distributable amount of $312K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Gresham Charitable Trust Fd149's EIN?

Gresham Charitable Trust Fd149's EIN (Employer Identification Number) is 81-6371925. IRS Form 990 filing data is available on this page for 2020–2024.