Gresham Charitable Trust FD149
Gresham Charitable Trust FD149 is a private foundation, based in San Antonio, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.3M in total assets. In 2025, it awarded 2 grants totaling $280K. Net investment income was $327K.
Gresham Charitable Trust FD149 at a glance
In short: Gresham Charitable Trust FD149 gave $280K across 2 grants in 2025 (avg $140K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $279,888
- +11.4% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $139,944
- +11.4% vs 2024
- Median grant
- $139,944
- Total assets
- $5,330,640
- +0.2% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Gresham Charitable Trust FD149 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Saint Marys Hall Inc ($140K). Together the top 2 received $280K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was in the $100–250K range: 8 grants of 9 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Gresham Charitable Trust FD149 gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 96% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $249K (2023) to $292K (2022). In 2025 it made 2 grants totaling $280K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Saint Marys Hall Inc San Antonio, TX | Unresticted Charitable | $139,944 |
| Texas Military Institute San Antonio, TX | Unresticted Charitable | $139,944 |
Ready to take the next step with Gresham Charitable Trust FD149?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,330,640 | $360,440 | $347,236 | $279,888 | 2 | $312,847 | $327,480 | $325,894 |
| 2024 | $5,317,436 | $168,958 | $314,642 | $251,164 | 2 | $282,903 | $150,860 | $311,627 |
| 2023 | $5,461,733 | $228,543 | $317,899 | $249,076 | 2 | $278,718 | $198,901 | $280,805 |
| 2022 | $5,551,089 | $528,268 | $360,463 | $291,998 | 2 | $322,549 | $497,717 | $279,628 |
| 2021 | $5,383,284 | $342,111 | $319,358 | $253,834 | 1 | $286,596 | $309,349 | $324,759 |
| 2020 | $5,360,328 | $103,578 | $319,680 | $260,246 | 2 | — | $88,740 | $281,410 |
Under IRS private-foundation payout rules, Gresham Charitable Trust FD149 reported a distributable amount of $326K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gresham Charitable Trust FD149's only listed officer is Frost Bank Trustee, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Frost Bank Trustee
Trustee
On filings since 2020
40 hrs/week
$56K (2020) → $65K (2025)
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
The highest reported compensation on the 2025 filing was $65K, to Frost Bank Trustee (Trustee).
Frequently asked questions about Gresham Charitable Trust FD149
How much does Gresham Charitable Trust FD149 give each year?
Gresham Charitable Trust FD149 gave $280K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $251K across 2 grants.
How large is Gresham Charitable Trust FD149?
Gresham Charitable Trust FD149 reported $5.3M in total assets on its 2025 IRS Form 990-PF. It paid out $313K in qualifying distributions that year, against a required minimum of $326K (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 Gresham Charitable Trust FD149 operate?
Gresham Charitable Trust FD149 has awarded grants in Texas.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
Explore Open Grants
Browse active grant opportunities in Gresham Charitable Trust FD149's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
The Mirza Trust of San Antonio
Dallas, TX
The Mirza Trust funds Texas-based public charities, religious organizations, and eligible nonprofit educational organizations; recent grants supported education, children’s services, arts, sports, and cultural organizations. Its 2025 grants ranged from $2,500 to $25,000, with a median of $7,500. It accepts contribution requests by letter from qualified organizations, with no stated deadline.
Assets
$1.8M
Grants
11
Total Given
$116K
William Knox Holt Foundation
San Antonio, TX
The William Knox Holt Foundation funds education, medical research, social services, and arts and sciences, with geographic areas listed as California, Texas, Colorado, and New York. In 2024, grants ranged from $1,000 to $50,000, with a median of $10,000. It accepts requests by letter; applicants should describe their organization, the grant’s purpose, and relevant background.
Assets
$4.4M
Grants
24
Total Given
$336K
The Jesse H and Susan R Oppenheimer
San Antonio, TX
The foundation supports charitable organizations in education, health care, arts and culture, and other areas, with most funding going to Texas. Its 2025 grants ranged from $875 to $136,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$7.6M
Grants
76
Total Given
$642K
The Rosewood Foundation
Dallas, TX
The Rosewood Foundation supports arts, education, environmental conservation, healthcare, and poverty alleviation, primarily through program grants aimed at improving quality of life in the Dallas area. Its stated award range is $2,500–$10,000, and it funds only preselected organizations, not unsolicited requests.
Assets
$19K
Grants
3
Total Given
$6K
The Ruth and Edward Austin Foundation
San Antonio, TX
The Ruth and Edward Austin Foundation supports a varied mix of charitable organizations, including healthcare, education, and services for children. In 2025, it made grants of $500 to $40,000 (median $1,000), primarily to organizations in California, Pennsylvania, Texas, and New York. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.1M
Grants
33
Total Given
$142K
Circle Bar Foundation
San Antonio, TX
The foundation supports Texas charities working in education, children and family services, historic preservation, animal welfare, and community programs. Its 2024 grants ranged from $1,000 to $200,000, with a median of $20,000; it mainly funds Texas organizations and does not accept unsolicited requests.
Assets
$28.9M
Grants
49
Total Given
$1.6M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Gresham Charitable Trust FD149's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Gresham Charitable Trust FD149 down — hundreds of funders to go?