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
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
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 | $77,676 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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