Hatry Dorothy & Louis Char Tr
Hatry Dorothy & Louis Char Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 5 grants totaling $92K. Net investment income was $108K.
Key facts about Hatry Dorothy & Louis Char Tr
In short: Hatry Dorothy & Louis Char Tr gave $92K across 5 grants in 2025 (avg $18K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 76-6204688
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $92,400
- Grants made (2025)
- 5
- Average grant
- $18,480
- Median grant
- $18,480
- Total assets
- $1,731,314
- Primary geography
- Connecticut (80% 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
$1.7M
-0.2% YoY
Annual Giving
$92K
+4.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$18K
+4.0% YoY
Under IRS private-foundation payout rules, Hatry Dorothy & Louis Char Tr reported a distributable amount of $111K for 2025 — the minimum it must pay out in qualifying distributions.
How Hatry Dorothy & Louis Char Tr gives
- Giving held roughly steady from 2022 to 2025 (−7%). 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 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $66K (2023) to $99K (2022). In 2025 it made 5 grants totaling $92K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Kingswood Oxford School Inc ($18K). Together the top 5 received $92K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kingswood Oxford School Inc West Hartford, CT | Unrestricted General | $18,480 |
| Easter Seals GTR HTFD Rehab Ctr Windsor, CT | Unrestricted General | $18,480 |
| University of CT Health Center Storrs Manfield, CT | Unrestricted General | $18,480 |
| CMCC -Connecticut Children's Medical Ctr Hartford, CT | Unrestricted General | $18,480 |
| St Jude Children's Research Hospital Memphis, TN | Unrestricted General | $18,480 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,731,314 | $1,734,998 | $1,719,903 |
| Revenue | $137,905 | $151,543 | $91,198 |
| Expenses | $141,545 | $135,372 | $106,754 |
| Qualifying Distributions | $109,996 | $105,689 | $81,039 |
| Net Investment Income | $108,303 | $121,632 | $60,450 |
| Distributable Amount | $110,566 | $105,430 | $96,853 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
Leadership & Key People
Officers and directors from IRS filings
Hatry Dorothy & Louis Char Tr's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America N A
Co - Trustee
On filings since 2019
1 hr/week
$26K (2019) → $32K (2025)
Gerald A. Joseloff Esq.
Co - Trustee
On filings since 2019
1 hr/week
$9K (2019) → $11K (2025)
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 $32K, to Bank of America N a (Co - Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Hatry Dorothy & Louis Char Tr
How much does Hatry Dorothy & Louis Char Tr give each year?
Hatry Dorothy & Louis Char Tr gave $92K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $89K across 5 grants.
What is Hatry Dorothy & Louis Char Tr's typical grant size?
Hatry Dorothy & Louis Char Tr's median grant in 2025 was $18,480, and its average grant was $18,480, across 5 grants on its 2025 IRS Form 990-PF.
Where does Hatry Dorothy & Louis Char Tr give grants?
Hatry Dorothy & Louis Char Tr gives mostly in Connecticut: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (20%).
Does Hatry Dorothy & Louis Char Tr give general operating support?
Yes: 100% of Hatry Dorothy & Louis Char Tr's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hatry Dorothy & Louis Char Tr's largest grantees?
Hatry Dorothy & Louis Char Tr's largest 2025 grantees include Kingswood Oxford School Inc ($18,480), Easter Seals GTR HTFD Rehab Ctr ($18,480) and University of CT Health Center ($18,480), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Hatry Dorothy & Louis Char Tr?
Hatry Dorothy & Louis Char Tr reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $111K (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.
What is Hatry Dorothy & Louis Char Tr's EIN?
Hatry Dorothy & Louis Char Tr's EIN (Employer Identification Number) is 76-6204688. 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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