Louise Davis Halsted Charit Fdn

Private foundation · Grantmaker Dallas, TX EIN: 30-6257040

LOUISE DAVIS HALSTED CHARIT FDN is a private foundation based in Dallas, Texas. Its 2025 filing lists grants to charitable organizations in Vermont and Massachusetts, all designated for unrestricted general purposes.

Key facts about Louise Davis Halsted Charit Fdn

In short: Louise Davis Halsted Charit Fdn gave $137K across 10 grants in 2025 (avg $14K), mostly in Vermont. 30% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
30-6257040
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$137,363
Grants made (2025)
10
Average grant
$13,736
Median grant
$13,736
New grantees (estimate)
30% first-time grantees (3 of 10, 2025)
Total assets
$3,275,119
Primary geography
Vermont (90% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.3M

+4.2% YoY

Annual Giving

$137K

+20.7% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$14K

+20.7% YoY

Under IRS private-foundation payout rules, Louise Davis Halsted Charit Fdn reported a distributable amount of $190K for 2025 — the minimum it must pay out in qualifying distributions.

Is Louise Davis Halsted Charit Fdn open to new grantees?

30%

first-time grantees, 2025

In 2025, 3 of 10 grantees (30%) were first-time recipients. First grants averaged $17K; repeat grants $12K. How we count

Medians: $14K first-time, $14K repeat.

  • 70% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants went to organizations including churches, a university, a school, health and mental health services, and cultural organizations. The Barre Opera House, one recipient, describes its mission as restoring, preserving, and operating the historic Barre Opera House as a performing arts center serving the Central Vermont community.

Grantmaking

In 2025, the foundation awarded 10 grants totaling $137,363. Grant amounts ranged from $1,374 to $27,473, with a median of $13,736. Grants included $27,473 each to Gray Building Coalition Inc and Northfield United Methodist Parish; $13,736 each to the University of Vermont, Central Vermont Home Health & Hospice, United Church of Northfield, and Dr Franklin Perkins School; and $9,615 to Barre Opera House Inc.

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Geographic Focus

Where this funder awards grants

In 2025, 90% of grant dollars went to recipients in Vermont and 10% to recipients in Massachusetts.

Grant Distribution by State

2states

Share of 2025 grant dollars across all 10 itemized grants.

Cities

NorthfieldBarreBurlingtonLancasterMontpelierNorthfield FLNorthfield Falls

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K10 grants2019 10 grants2020 10 grants2021 10 grants2022 10 grants2023 10 grants2024 10 grants2025

From 2019 to 2025, annual grant giving ranged from $114K (2024) to $232K (2023). In 2025 it made 10 grants totaling $137K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Gray Building Coalition Inc: $27KGray Building Coalition Inc$27KNorthfield United Methodist Parish: $27KNorthfield United MethodistParish$27KUniversity of Vermont: $14KUniversity of Vermont$14KCentral Vermont Home Health & Hospice: $14KCentral Vermont Home Health &Hospice$14KUnited Church of Northfield: $14KUnited Church of Northfield$14KDr Franklin Perkins School: $14KDr Franklin Perkins School$14KWash Cnty Mental Health Services: $11KWash Cnty Mental HealthServices$11KBarre Opera House: $10KBarre Opera House$10KNorthfield School District: $5KNorthfield School District$5KNorthfield Observances Inc: $1KNorthfield Observances Inc$1K

The largest 2025 recipient was Gray Building Coalition Inc ($27K). Together the top 10 received $137K.

Grant Size Distribution

50 grants across all recorded years

50<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 50 grants of 50 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Gray Building Coalition Inc Northfield, VTUnrestricted General$27,473
Northfield United Methodist Parish Northfield, VTUnrestricted General$27,473
University of Vermont Burlington, VTUnrestricted General$13,736
Central Vermont Home Health & Hospice Barre, VTUnrestricted General$13,736
United Church of Northfield Northfield, VTUnrestricted General$13,736
Dr Franklin Perkins School Lancaster, MAUnrestricted General$13,736
Wash Cnty Mental Health Services Montpelier, VTUnrestricted General$10,989
Barre Opera House Barre, VTUnrestricted General$9,615
Northfield School District Northfield, VTUnrestricted General$5,495
Northfield Observances Inc Northfield Falls, VTUnrestricted General$1,374

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $3,275,119 $309,213 $186,911 $137,363 (10)
2024 $3,144,587 $115,434 $159,551 $113,800 (10)
2023 $3,083,930 −$11,346 $274,610 $232,374 (10)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,275,119$3,144,587$3,083,930
Revenue$309,213$115,434$-11,346
Expenses$186,911$159,551$274,610
Qualifying Distributions$154,779$129,714$247,158
Net Investment Income$274,412$78,339$41,627
Distributable Amount$190,387$177,143$163,400

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS December 9, 2019)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 28, 2026)
  3. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Bank of America NA as trustee.

Louise Davis Halsted Charit Fdn's only listed officer is Bank Of America NA, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America NA

    Trustee

    On filings since 2019

    1 hr/week

    $34K (2019) → $42K (2025)

Data from IRS Form 990 filings, 2019–2025. "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

Bank of America NA — Trustee: $42KBank of America NATrustee$42K

The highest reported compensation on the 2025 filing was $42K, to Bank of America NA (Trustee).

Contact

Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275

Frequently asked questions about Louise Davis Halsted Charit Fdn

How much does Louise Davis Halsted Charit Fdn give each year?

Louise Davis Halsted Charit Fdn gave $137K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $114K across 10 grants.

What is Louise Davis Halsted Charit Fdn's typical grant size?

Louise Davis Halsted Charit Fdn's median grant in 2025 was $13,736, and its average grant was $13,736, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Louise Davis Halsted Charit Fdn that year got $17K on average.

Where does Louise Davis Halsted Charit Fdn give grants?

Louise Davis Halsted Charit Fdn gives mostly in Vermont: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (10%). The most frequent recipient cities were Northfield, VT (4 grants) and Barre, VT (2 grants).

Does Louise Davis Halsted Charit Fdn give general operating support?

Yes: 100% of Louise Davis Halsted Charit Fdn's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Louise Davis Halsted Charit Fdn's largest grantees?

Louise Davis Halsted Charit Fdn's largest 2025 grantees include Gray Building Coalition Inc ($27,473), Northfield United Methodist Parish ($27,473) and University of Vermont ($13,736), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.

How large is Louise Davis Halsted Charit Fdn?

Louise Davis Halsted Charit Fdn reported $3.3M in total assets on its 2025 IRS Form 990-PF. It paid out $155K in qualifying distributions that year, against a required minimum of $190K (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.

What does Louise Davis Halsted Charit Fdn fund?

No mission statement for the foundation is provided. Its 2025 grants went to organizations including churches, a university, a school, health and mental health services, and cultural organizations. See mission & focus areas ↑

How do I apply for a grant from Louise Davis Halsted Charit Fdn?

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Louise Davis Halsted Charit Fdn's EIN?

Louise Davis Halsted Charit Fdn's EIN (Employer Identification Number) is 30-6257040. IRS Form 990 filing data is available on this page for 2019–2025.

Does Louise Davis Halsted Charit Fdn accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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