Herbert W & Dorothy E Courtney Educational

DALLAS, TX EIN: 32-6080125

Herbert W & Dorothy E Courtney Educational is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 3 grants totaling $48K. Net investment income was $93K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

+1.6% YoY

Annual Giving

$48K

-4.0% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$16K

-36.0% YoY

Under IRS private-foundation payout rules, Herbert W & Dorothy E Courtney Educational reported a distributable amount of $67K for 2025 — the minimum it must pay out in qualifying distributions.

About Herbert W & Dorothy E Courtney Educational

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Missouri $244K (100%)

States

Missouri

Cities

Kansas CityLibertyParkville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,121,508	$1,104,295	$1,117,892
Revenue	$108,399	$43,886	$-16,422
Expenses	$81,352	$78,727	$68,293
Qualifying Distributions	$66,436	$65,898	$48,384
Net Investment Income	$93,182	$25,047	$12,520
Distributable Amount	$66,725	$62,403	$58,404

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include William Jewell College ($16,000), University of Missouri - Kansas City ($16,000), Park University ($16,000).

Recipient	Purpose	Amount
WILLIAM JEWELL COLLEGE LIBERTY, MO	UNRESTRICTED GENERAL	$16,000
UNIVERSITY OF MISSOURI - KANSAS CITY KANSAS CITY, MO	UNRESTRICTED GENERAL	$16,000
PARK UNIVERSITY PARKVILLE, MO	UNRESTRICTED GENERAL	$16,000

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	$19,230

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Herbert W & Dorothy E Courtney Educational?

Herbert W & Dorothy E Courtney Educational is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $1.1M in total assets as of 2025.

How large is Herbert W & Dorothy E Courtney Educational?

As of 2025, Herbert W & Dorothy E Courtney Educational holds $1.1M in total assets with $108K in annual revenue. It awarded 3 grants totaling $48K in 2025.

Where does Herbert W & Dorothy E Courtney Educational operate?

Herbert W & Dorothy E Courtney Educational has awarded grants in Missouri.

What size grants does Herbert W & Dorothy E Courtney Educational award?

In 2025, Herbert W & Dorothy E Courtney Educational awarded 3 grants totaling $48K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Herbert W & Dorothy E Courtney Educational required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Herbert W & Dorothy E Courtney Educational reported a distributable amount of $67K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Herbert W & Dorothy E Courtney Educational's EIN?

Herbert W & Dorothy E Courtney Educational's EIN (Employer Identification Number) is 32-6080125. IRS Form 990 filing data is available on this page for 2020–2025.