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 2025. As of 2025, the organization holds $6.2M in total assets. In 2025, it awarded 2 grants totaling $304K. Net investment income was $608K.
Julia W Croft Charitable Trust at a glance
In short: Julia W Croft Charitable Trust gave $304K across 2 grants in 2025 (avg $152K), mostly in South Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $304,372
- +9.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $152,186
- +9.0% vs 2024
- Median grant
- $152,186
- Total assets
- $6,187,488
- +4.5% vs 2024
- Primary geography
- South Carolina (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Julia W Croft Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Furman University ($152K). Together the top 2 received $304K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $100–250K range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Julia W Croft Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 94% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $211K (2020) to $304K (2025). In 2025 it made 2 grants totaling $304K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Furman University Greenville, SC | Unrestricted General | $152,186 |
| Mercer University Macon, GA | Unrestricted General | $152,186 |
Ready to take the next step with Julia W Croft Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,187,488 | $668,979 | $404,311 | $304,372 | 2 | $337,955 | $608,362 | $358,208 |
| 2024 | $5,921,123 | $611,833 | $372,431 | $279,348 | 2 | $310,918 | $549,053 | $335,943 |
| 2023 | $5,687,969 | $169,728 | $364,912 | $286,262 | 2 | $314,555 | $117,064 | $307,673 |
| 2022 | $5,885,250 | $-130,412 | $370,133 | $275,964 | 2 | $304,117 | $68,729 | $314,383 |
| 2021 | $6,385,174 | $1,275,961 | $333,430 | $244,262 | 2 | $274,380 | $1,215,629 | $348,257 |
| 2020 | $5,436,142 | $431,092 | $287,894 | $211,224 | 2 | — | $384,522 | $295,648 |
Under IRS private-foundation payout rules, Julia W Croft Charitable Trust reported a distributable amount of $358K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Julia W Croft Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$74K (2021) → $83K (2025)
Former officers (1)
- Former: Bank Of America NA (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $83K, to Bank of America (Trustee).
Frequently asked questions about Julia W Croft Charitable Trust
How much does Julia W Croft Charitable Trust give each year?
Julia W Croft Charitable Trust gave $304K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $279K across 2 grants.
How large is Julia W Croft Charitable Trust?
Julia W Croft Charitable Trust reported $6.2M in total assets on its 2025 IRS Form 990-PF. It paid out $338K in qualifying distributions that year, against a required minimum of $358K (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 Julia W Croft Charitable Trust operate?
Julia W Croft Charitable Trust has awarded grants in Georgia, South Carolina.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Julia W Croft Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Irene H Keith Scholarship Fund
Saint Louis, MO
Assets
$152K
Grants
1
Total Given
$8K
The Jim and Margaret Krum Foundation Inc
Hilton Head Island, SC
The Krum Foundation operates exclusively for the benefit of, to perform the functions of, or to carry out the purposes of the Community Foundation of the Lowcountry, Inc. ("Foundation"), a publicly supported organization described in sections 501(c)(3) and 509(a)(1) of the Code. A traditional community foundation founded in 1994, Community Foundation of the Lowcountry, Inc. serves the residents of South Carolina counties: Beaufort, Colleton, Hampton, and Jasper. The Krum Foundation will further its exempt purposes by making grants directly to the Community Foundation and to organizations which are, or could be supported by the Community Foundation consistent with its own charitable purposes. Community Foundation grants are awarded to organizations that work in a variety of charitable areas, including arts & culture, education and youth development, and health and human services. Both the Krum Foundation and the Community Foundation expect to make scholarship grants to individuals.
Assets
$12.4M
Grants
1
Total Given
$6K
Prisma Health-Upstate
Greenville, SC
Inspire health. Serve with compassion. Be the difference.
Assets
$1.4B
Grants
2
Total Given
$757K
The Hyde Foundation
Saint Louis, MO
Assets
$77K
Grants
2
Total Given
$5K
The Hilliard Family Foundation Inc
Greenville, SC
Assets
$1.4M
Grants
3
Total Given
$75K
The Zotheka Foundation
Wilmington, DE
Assets
$839K
Grants
3
Total Given
$57K
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Julia W Croft Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Julia W Croft Charitable Trust down — hundreds of funders to go?