Harrison & Conrad Memorial Trust

DALLAS, TX EIN: 52-1300410

Harrison & Conrad Memorial Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 4 grants totaling $155K. Net investment income was $328K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.6M

+4.8% YoY

Annual Giving

$155K

-7.2% YoY

Grant Count

+300.0% YoY

Avg Grant Size

$39K

-76.8% YoY

Under IRS private-foundation payout rules, Harrison & Conrad Memorial Trust reported a distributable amount of $205K for 2025 — the minimum it must pay out in qualifying distributions.

About Harrison & Conrad Memorial Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $443K (55%)

Rhode Island $362K (45%)

Florida $3K (0%)

States

Florida Rhode Island Virginia

Cities

AnnandaleAshburnLeesburgLovettsvilleOrlandoProvidenceRestonSalemSpringfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$3,603,934	$3,439,218	$3,543,285
Revenue	$351,922	$116,235	$-82,578
Expenses	$194,656	$225,162	$242,961
Qualifying Distributions	$171,457	$207,037	$207,135
Net Investment Income	$327,749	$87,757	$54,573
Distributable Amount	$205,477	$189,213	$187,588

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Loudoun Therapeutic ($58,000), The Arc of Loudoun ($58,000), Fusion Academy Loudoun ($36,351).

Recipient	Purpose	Amount
RIVERSIDE COUNSELING LEESBURG, VA	COUNSELING FOR INDIGENT	$2,500
LOUDOUN THERAPEUTIC Lovettsville, VA	GRANT	$58,000
FUSION ACADEMY LOUDOUN LEESBURG, VA	UNRESTRICTED GENERAL	$36,351
THE ARC OF LOUDOUN LEESBURG, VA	UNRESTRICTED GENERAL	$58,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$24,096

Frequently Asked Questions

How large is Harrison & Conrad Memorial Trust?

As of 2025, Harrison & Conrad Memorial Trust holds $3.6M in total assets with $352K in annual revenue. It awarded 4 grants totaling $155K in 2025.

Where does Harrison & Conrad Memorial Trust operate?

Harrison & Conrad Memorial Trust has awarded grants in Florida, Rhode Island, Virginia.

What size grants does Harrison & Conrad Memorial Trust award?

In 2025, Harrison & Conrad Memorial Trust awarded 4 grants totaling $155K — an average of about $39K per grant, based on its IRS Form 990 filings.

How much is Harrison & Conrad Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Harrison & Conrad Memorial Trust reported a distributable amount of $205K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harrison & Conrad Memorial Trust's EIN?

Harrison & Conrad Memorial Trust's EIN (Employer Identification Number) is 52-1300410. IRS Form 990 filing data is available on this page for 2021–2025.