Joseph W Raymond Trust
Joseph W Raymond Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $112K in total assets. In 2024, it awarded 3 grants totaling $5K. Net investment income was $10K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$112K
+3.3% YoY
Annual Giving
$5K
+22.1% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$2K
+22.1% YoY
About Joseph W Raymond Trust
Based on IRS filings
Joseph W Raymond Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $112K in total assets. In 2024, it awarded 3 grants totaling $5K. Net investment income was $10K.
Ready to take the next step with Joseph W Raymond Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $112,346 | $108,746 | $111,330 |
| Revenue | $11,657 | $4,294 | $-3,732 |
| Expenses | $7,942 | $6,828 | $9,807 |
| Qualifying Distributions | $6,035 | $5,088 | $7,103 |
| Net Investment Income | $9,682 | $1,837 | $490 |
| Distributable Amount | $6,392 | $5,851 | $6,031 |
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 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $1,555 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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