Hulda Irene Duggan Charitable Trust
Hulda Irene Duggan Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $9.4M in total assets. In 2026, it awarded 1 grant totaling $432K. Net investment income was $1.3M.
Key facts about Hulda Irene Duggan Charitable Trust
In short: Hulda Irene Duggan Charitable Trust gave $432K across 1 grant in 2026 (avg $432K), mostly in Georgia. Source: 2026 IRS Form 990-PF.
- EIN
- 36-6747799
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $432,062
- Grants made (2026)
- 1
- Average grant
- $432,062
- Median grant
- $432,062
- Total assets
- $9,423,311
- Primary geography
- Georgia (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$9.4M
+13.1% YoY
Annual Giving
$432K
-3.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$432K
-3.7% YoY
Under IRS private-foundation payout rules, Hulda Irene Duggan Charitable Trust reported a distributable amount of $516K for 2026 — the minimum it must pay out in qualifying distributions.
How Hulda Irene Duggan Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (−4%). Method
- In 2026 it paid out 92% 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 the 2026 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $336K (2021) to $521K (2022). In 2026 it made 1 grant totaling $432K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Arthritis Foundation Inc ($432K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 4 grants of 5 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Arthritis Foundation Inc Atlanta, GA | Unrestricted General | $432,062 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $9,423,311 | $8,334,099 | $8,093,865 |
| Revenue | $1,388,532 | $793,800 | $288,685 |
| Expenses | $566,393 | $563,262 | $451,905 |
| Qualifying Distributions | $473,083 | $486,870 | $388,131 |
| Net Investment Income | $1,312,341 | $714,101 | $200,956 |
| Distributable Amount | $516,413 | $485,140 | $444,199 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 21, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 30, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 1, 2023)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 10, 2025)
- Added Form 990-PF for fiscal year 2024 (received by the IRS July 31, 2024)
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Hulda Irene Duggan Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$90K (2022) → $101K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $101K, to Bank of America (Trustee).
Frequently asked questions about Hulda Irene Duggan Charitable Trust
How much does Hulda Irene Duggan Charitable Trust give each year?
Hulda Irene Duggan Charitable Trust gave $432K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $449K across 1 grant.
How large is Hulda Irene Duggan Charitable Trust?
Hulda Irene Duggan Charitable Trust reported $9.4M in total assets on its 2026 IRS Form 990-PF. It paid out $473K in qualifying distributions that year, against a required minimum of $516K (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 Hulda Irene Duggan Charitable Trust operate?
Hulda Irene Duggan Charitable Trust has awarded grants in Georgia.
What is Hulda Irene Duggan Charitable Trust's EIN?
Hulda Irene Duggan Charitable Trust's EIN (Employer Identification Number) is 36-6747799. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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