Julia W Croft Charitable Trust
Julia W Croft Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.9M in total assets. In 2024, it awarded 2 grants totaling $279K. Net investment income was $549K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.9M
+4.1% YoY
Annual Giving
$279K
-2.4% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$140K
-2.4% YoY
Under IRS private-foundation payout rules, Julia W Croft Charitable Trust reported a distributable amount of $336K for 2024 — the minimum it must pay out in qualifying distributions.
About Julia W Croft Charitable Trust
Based on IRS filings
Julia W Croft Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.9M in total assets. In 2024, it awarded 2 grants totaling $279K. Net investment income was $549K.
Ready to take the next step with Julia W Croft Charitable 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 | $5,921,123 | $5,687,969 | $5,885,250 |
| Revenue | $611,833 | $169,728 | $-130,412 |
| Expenses | $372,431 | $364,912 | $370,133 |
| Qualifying Distributions | $310,918 | $314,555 | $304,117 |
| Net Investment Income | $549,053 | $117,064 | $68,729 |
| Distributable Amount | $335,943 | $307,673 | $314,383 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Furman University ($139,674), Mercer University ($139,674).
| Recipient | Purpose | Amount |
|---|---|---|
| FURMAN UNIVERSITY GREENVILLE, SC | UNRESTRICTED GENERAL | $139,674 |
| MERCER UNIVERSITY MACON, GA | UNRESTRICTED GENERAL | $139,674 |
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 | $77,676 |
Frequently Asked Questions
How large is Julia W Croft Charitable Trust?
As of 2024, Julia W Croft Charitable Trust holds $5.9M in total assets with $612K in annual revenue. It awarded 2 grants totaling $279K in 2024.
Where does Julia W Croft Charitable Trust operate?
Julia W Croft Charitable Trust has awarded grants in Georgia, South Carolina.
What size grants does Julia W Croft Charitable Trust award?
In 2024, Julia W Croft Charitable Trust awarded 2 grants totaling $279K — an average of about $140K per grant, based on its IRS Form 990 filings.
How much is Julia W Croft Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Julia W Croft Charitable Trust reported a distributable amount of $336K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Julia W Croft Charitable Trust's EIN?
Julia W Croft Charitable Trust's EIN (Employer Identification Number) is 57-6029071. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Julia W Croft Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Varnum-de Rose Trust
PITTSBURGH, PA
Assets
$7.4M
Grants
24
Total Given
$500K
Brady Education Foundation Inc
CARRBORO, NC
Assets
—
Grants
9
Total Given
$737K
The Sanders Family Foundation
GREENVILLE, SC
Assets
$1.7M
Grants
11
Total Given
$325K
The Hilliard Family Foundation Inc
GREENVILLE, SC
Assets
$1.4M
Grants
3
Total Given
$75K
The David and June Trone Family
BETHESDA, MD
Assets
—
Grants
26
Total Given
$4.5M
The Medrano Family Foundation
HOUSTON, TX
Assets
—
Grants
33
Total Given
$171K
United Way Association of South
COLUMBIA, SC
Assets
$3.5M
Grants
23
Total Given
$4.2M
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Ernst & Young Foundation
NEW YORK, NY
Assets
$43.3M
Grants
631
Total Given
$16.8M
Danicas Foundation Inc
LAKE OSWEGO, OR
Assets
$192K
Grants
4
Total Given
$23K
Communities of Coastal Georgia
BRUNSWICK, GA
Assets
$54.5M
Grants
121
Total Given
$5.4M
The Arthur N Ryan Foundation Inc
SANTA BARBARA, CA
Assets
$22K
Grants
11
Total Given
$19K
More Funders in Texas
Data last updated April 2026. Sourced from IRS Form 990-PF filings.