Harry M Bennett Testamentary Trust
Harry M Bennett Testamentary Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 2 grants totaling $81K. Net investment income was $153K.
Key facts about Harry M Bennett Testamentary Trust
In short: Harry M Bennett Testamentary Trust gave $81K across 2 grants in 2025 (avg $41K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 30-6268346
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $81,310
- Grants made (2025)
- 2
- Average grant
- $40,655
- Median grant
- $40,655
- Total assets
- $1,510,785
- Primary geography
- Florida (50% 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
$1.5M
+4.5% YoY
Annual Giving
$81K
+7.3% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$41K
+7.3% YoY
Under IRS private-foundation payout rules, Harry M Bennett Testamentary Trust reported a distributable amount of $86K for 2025 — the minimum it must pay out in qualifying distributions.
How Harry M Bennett Testamentary Trust gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 99% 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 2025 grant dollars across all 2 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $58K (2023) to $84K (2022). In 2025 it made 2 grants totaling $81K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Shriners' Hospital for Children ($41K). Together the top 2 received $81K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners' Hospital for Children Tampa, FL | In Memory of Harry M. | $40,655 |
| Cal Farley's Boys Ranch Amarillo, TX | In Memory of Harry M. | $40,655 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,510,785 | $1,445,573 | $1,389,544 |
| Revenue | $160,710 | $144,988 | $40,602 |
| Expenses | $95,934 | $87,456 | $68,277 |
| Qualifying Distributions | $85,082 | $79,326 | $61,574 |
| Net Investment Income | $152,632 | $135,956 | $29,599 |
| Distributable Amount | $85,793 | $80,641 | $73,109 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Harry M Bennett Testamentary Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$8K (2021) → $9K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — 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
The highest reported compensation on the 2025 filing was $9K, to Bank of America (Trustee).
Frequently asked questions about Harry M Bennett Testamentary Trust
How much does Harry M Bennett Testamentary Trust give each year?
Harry M Bennett Testamentary Trust gave $81K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $76K across 2 grants.
How large is Harry M Bennett Testamentary Trust?
Harry M Bennett Testamentary Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $85K in qualifying distributions that year, against a required minimum of $86K (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 Harry M Bennett Testamentary Trust operate?
Harry M Bennett Testamentary Trust has awarded grants in Florida, Texas.
What is Harry M Bennett Testamentary Trust's EIN?
Harry M Bennett Testamentary Trust's EIN (Employer Identification Number) is 30-6268346. 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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