He and Kate Dishman Charitable Trust

NEW ORLEANS, LA EIN: 76-6024806

The He and Kate Dishman Charitable Trust is an independent private foundation based in New Orleans, Louisiana. Established in 1985 in Texas, the trust operates as a philanthropic organization providing financial support to various charitable initiatives across multiple states.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

-1.5% YoY

Annual Giving

$167K

-29.9% YoY

Grant Count

12

+20.0% YoY

Avg Grant Size

$14K

-41.6% YoY

Under IRS private-foundation payout rules, He and Kate Dishman Charitable Trust reported a distributable amount of $191K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Grantmaking

The trust demonstrates significant grantmaking activity with approximately 10 grants awarded annually in recent periods. The organization is open to new applicants, with approximately 12% of new applicants receiving funding.

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Geographic Focus

Where this funder awards grants

The trust actively funds projects across multiple locations:

Texas: Beaumont, Dallas, Houston, Kountze, Port Arthur, and Rose City

Massachusetts: Quincy

Grant Distribution by State

2states

Cities

BeaumontDallasHoustonKountzeOrangePort ArthurQuincyRose City

Financial History

Multi-year comparison from IRS filings

The trust maintains substantial assets to support its grantmaking activities:

  • Total Assets: $3.36 million (with 2.6% growth from previous year)
  • Annual Grants: $238,000
  • Recent Annual Expenses: $290,061
  • Recent Annual Revenue: $181,405
  • Average Grant Size: $104
  • Number of Grants (Previous Year): 3,328
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$171K$341K$512K$682K20202021202220232024
Metric202420232022
Total Assets$3,306,102$3,356,810$3,466,760
Revenue$174,530$181,405$-149,182
Expenses$223,058$290,061$233,651
Qualifying Distributions$179,195$250,232$182,153
Net Investment Income$134,104$141,633$36,261
Distributable Amount$190,579$179,151$189,845

Giving Over Time

Total grant dollars and number of grants per year

$0$60K$119K$179K$238K11 grants20209 grants202115 grants202210 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NUTRITION & SERVICES FOR…$60KSOME OTHER PLACE$25KSHORKEY EDUCATION &$13KKVLU$10KSPECIAL OLYMPICS TEXAS$10KTEXAS ENERGY MUSEUM$9KSPINDLETOP CENTER$9KANAYAT HOUSE INC$9KFRIENDS OF KOUNTZE PUBLIC$7KEDISON MUSEUM$5K

Grant Size Distribution

57 grants across all recorded years

54<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Nutrition & Services for Seniors ($60,000), Some Other Place ($25,000), Shorkey Education & ($13,462).

RecipientPurposeAmount
ANAYAT HOUSE INC BEAUMONT, TXGENERAL SUPPORT$8,685
KVLU BEAUMONT, TXGENERAL OPERATING$10,000
SHORKEY EDUCATION & BEAUMONT, TXGENERAL SUPPORT$13,462
ART MUSEUM OF SOUTHEAST TEXAS BEAUMONT, TXGENERAL OPERATING$4,884
EDISON MUSEUM BEAUMONT, TXGENERAL SUPPORT$5,000
TEXAS ENERGY MUSEUM BEAUMONT, TXGENERAL SUPPORT$9,395
SPECIAL OLYMPICS TEXAS HOUSTON, TXGENERAL SUPPORT$10,000
NUTRITION & SERVICES FOR SENIORS BEAUMONT, TXGENERAL SUPPORT$60,000
SPINDLETOP CENTER BEAUMONT, TXGENERAL SUPPORT$9,000
FRIENDS OF KOUNTZE PUBLIC KOUNTZE, TXGENERAL SUPPORT$6,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Contact Information

Address: 701 Poydras St Ste 3100, New Orleans, LA 70139-6001

Telephone: 504-599-2191

EIN: 76-6024806

Frequently Asked Questions

How do I apply for a grant from He and Kate Dishman Charitable Trust?

The trust demonstrates significant grantmaking activity with approximately 10 grants awarded annually in recent periods. The organization is open to new applicants, with approximately 12% of new applicants receiving funding. The trust does not maintain a public website and does not provide detailed information about specific funding priorities or subject areas.

Where does He and Kate Dishman Charitable Trust make grants?

The trust actively funds projects across multiple locations: **Texas:** Beaumont, Dallas, Houston, Kountze, Port Arthur, and Rose City **Massachusetts:** Quincy

What size grants does He and Kate Dishman Charitable Trust award?

In 2024, He and Kate Dishman Charitable Trust awarded 12 grants totaling $167K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is He and Kate Dishman Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, He and Kate Dishman Charitable Trust reported a distributable amount of $191K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is He and Kate Dishman Charitable Trust's EIN?

He and Kate Dishman Charitable Trust's EIN (Employer Identification Number) is 76-6024806. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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