Juanita Travers Charitable Trust
Juanita Travers Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.6M in total assets. In 2025, it awarded 4 grants totaling $253K. Net investment income was $404K.
Key facts about Juanita Travers Charitable Trust
In short: Juanita Travers Charitable Trust gave $253K across 4 grants in 2025 (avg $63K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 95-6934385
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $253,136
- Grants made (2025)
- 4
- Average grant
- $63,284
- Median grant
- $63,284
- Total assets
- $4,606,448
- Primary geography
- California (75% 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
$4.6M
+2.1% YoY
Annual Giving
$253K
+16.9% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$63K
+16.9% YoY
Under IRS private-foundation payout rules, Juanita Travers Charitable Trust reported a distributable amount of $273K for 2025 — the minimum it must pay out in qualifying distributions.
How Juanita Travers Charitable Trust gives
- Giving fell 31% from 2022 to 2025. Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). 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 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $197K (2023) to $367K (2022). In 2025 it made 4 grants totaling $253K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Research to Prevent Blindness ($63K). Together the top 4 received $253K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was in the $50–100K range: 16 grants of 20 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Research to Prevent Blindness New York, NY | Unrestricted General | $63,284 |
| University of Southern California Los Angeles, CA | Unrestricted General | $63,284 |
| Children's Hospital of Los Angeles Los Angeles, CA | Unrestricted General | $63,284 |
| Arthritis Fdn - Southern CA Chapter Los Angeles, CA | Unrestricted General | $63,284 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,606,448 | $4,513,422 | $4,485,544 |
| Revenue | $456,549 | $152,951 | $-23,287 |
| Expenses | $330,214 | $285,427 | $281,614 |
| Qualifying Distributions | $280,646 | $241,533 | $220,855 |
| Net Investment Income | $403,674 | $96,879 | $58,549 |
| Distributable Amount | $272,690 | $263,209 | $236,124 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Juanita Travers Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$63K (2022) → $68K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $68K, to Bank of America (Trustee).
Frequently asked questions about Juanita Travers Charitable Trust
How much does Juanita Travers Charitable Trust give each year?
Juanita Travers Charitable Trust gave $253K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $216K across 4 grants.
What is Juanita Travers Charitable Trust's typical grant size?
Juanita Travers Charitable Trust's median grant in 2025 was $63,284, and its average grant was $63,284, across 4 grants on its 2025 IRS Form 990-PF.
Where does Juanita Travers Charitable Trust give grants?
Juanita Travers Charitable Trust gives mostly in California: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (25%). The most frequent recipient cities were Los Angeles, CA (3 grants).
Does Juanita Travers Charitable Trust give general operating support?
Yes: 100% of Juanita Travers Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Juanita Travers Charitable Trust?
Juanita Travers Charitable Trust reported $4.6M in total assets on its 2025 IRS Form 990-PF. It paid out $281K in qualifying distributions that year, against a required minimum of $273K (roughly 5% of its investment assets).
What is Juanita Travers Charitable Trust's EIN?
Juanita Travers Charitable Trust's EIN (Employer Identification Number) is 95-6934385. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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