Lena E Callier Trust is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $6.3M in total assets. In 2025, it awarded 1 grants totaling $234K. Net investment income was $530K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.3M
+4.2% YoY
Annual Giving
$234K
-22.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$234K
-22.5% YoY
About Lena E Callier Trust
Based on IRS filings
Lena E Callier Trust is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $6.3M in total assets. In 2025, it awarded 1 grants totaling $234K. Net investment income was $530K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,330,006 | $6,073,097 | $6,019,073 |
| Revenue | $592,501 | $254,684 | $-59,116 |
| Expenses | $331,848 | $383,656 | $342,932 |
| Qualifying Distributions | $263,878 | $329,422 | $279,642 |
| Net Investment Income | $530,127 | $201,030 | $100,450 |
| Distributable Amount | $367,647 | $338,977 | $318,647 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 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 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $68,042 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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