Lloyd E and Marceleta Ray Charitable Trust is a private foundation focused on Public, Societal Benefit, based in DALLAS, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 2 grants totaling $48K. Net investment income was $110K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+4.4% YoY
Annual Giving
$48K
-3.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$24K
-3.2% YoY
Under IRS private-foundation payout rules, Lloyd E and Marceleta Ray Charitable Trust reported a distributable amount of $70K for 2024 — the minimum it must pay out in qualifying distributions.
About Lloyd E and Marceleta Ray Charitable Trust
Based on IRS filings
Lloyd E and Marceleta Ray Charitable Trust is a private foundation focused on Public, Societal Benefit, based in DALLAS, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 2 grants totaling $48K. Net investment income was $110K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,245,632 | $1,193,319 | $1,224,441 |
| Revenue | $125,963 | $40,351 | $-28,012 |
| Expenses | $72,366 | $71,049 | $92,184 |
| Qualifying Distributions | $57,044 | $57,817 | $72,345 |
| Net Investment Income | $109,879 | $23,278 | $10,823 |
| Distributable Amount | $69,932 | $63,777 | $65,206 |
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 Community Foundation of the Ozarks Inc ($24,234), Make a Wish Foundation of Missouri Inc ($24,234).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY FOUNDATION OF THE OZARKS INC SPRINGFIELD, MO | FOR PROGRAMS THAT BENEFIT | $24,234 |
| MAKE A WISH FOUNDATION OF MISSOURI INC CHESTERFIELD, MO | UNRESTRICTED GENERAL | $24,234 |
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 | $20,190 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lloyd E and Marceleta Ray Charitable Trust?
Lloyd E and Marceleta Ray Charitable Trust is a private foundation focused on Public, Societal Benefit, based in DALLAS, TX. It holds $1.2M in total assets as of 2024.
How large is Lloyd E and Marceleta Ray Charitable Trust?
As of 2024, Lloyd E and Marceleta Ray Charitable Trust holds $1.2M in total assets with $126K in annual revenue. It awarded 2 grants totaling $48K in 2024.
Where does Lloyd E and Marceleta Ray Charitable Trust operate?
Lloyd E and Marceleta Ray Charitable Trust has awarded grants in Missouri.
What size grants does Lloyd E and Marceleta Ray Charitable Trust award?
In 2024, Lloyd E and Marceleta Ray Charitable Trust awarded 2 grants totaling $48K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is Lloyd E and Marceleta Ray Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lloyd E and Marceleta Ray Charitable Trust reported a distributable amount of $70K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lloyd E and Marceleta Ray Charitable Trust's EIN?
Lloyd E and Marceleta Ray Charitable Trust's EIN (Employer Identification Number) is 30-6311096. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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