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
Under IRS private-foundation payout rules, Lena E Callier Trust reported a distributable amount of $368K for 2025 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2025 grants, the largest include University of Texas at Dallas ($234,049).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF TEXAS AT DALLAS DALLAS, TX | UNRESTRICTED GENERAL | $234,049 |
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
Frequently Asked Questions
What is Lena E Callier Trust?
Lena E Callier Trust is a private foundation focused on Health, based in DALLAS, TX. It holds $6.3M in total assets as of 2025.
How large is Lena E Callier Trust?
As of 2025, Lena E Callier Trust holds $6.3M in total assets with $593K in annual revenue. It awarded 1 grants totaling $234K in 2025.
Where does Lena E Callier Trust operate?
Lena E Callier Trust has awarded grants in Texas.
What size grants does Lena E Callier Trust award?
In 2025, Lena E Callier Trust awarded 1 grants totaling $234K — an average of about $234K per grant, based on its IRS Form 990 filings.
How much is Lena E Callier Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Lena E Callier Trust reported a distributable amount of $368K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lena E Callier Trust's EIN?
Lena E Callier Trust's EIN (Employer Identification Number) is 75-6007314. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Lena E Callier Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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