Marie E Cruess Charitable Trust

Foundation · Grantmaker Dallas, TX EIN: 30-6275917

Marie E Cruess Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $703K in total assets. In 2024, it awarded 3 grants totaling $34K. Net investment income was $58K.

Key facts about Marie E Cruess Charitable Trust

EIN: 30-6275917
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $33,780
Grants made (2024): 3
Average grant: $11,260
Median grant: $11,260
Total assets: $703,244
Primary geography: California (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Marie E Cruess Charitable Trust funds

By grant dollars, the top recipient states for Marie E Cruess Charitable Trust's 3 itemized 2024 grants were California (100%). 100% of grants with a stated purpose were for general or operating support.

How Marie E Cruess Charitable Trust gives

Giving held roughly steady from 2021 to 2024 (+3%). Method
In 2024 it paid out 99% 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.

Next steps with Marie E Cruess Charitable Trust

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$703K

+3.1% YoY

Annual Giving

$34K

+34.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

+34.6% YoY

Under IRS private-foundation payout rules, Marie E Cruess Charitable Trust reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.

About Marie E Cruess Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $34K (100%)

Share of all 3 itemized 2024 grant dollars.

States

California

Cities

BelmontSan FranciscoWalnut Creek

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$703,244	$682,266	$702,770
Revenue	$64,336	$12,570	$-20,440
Expenses	$42,686	$32,794	$47,929
Qualifying Distributions	$36,899	$27,844	$40,696
Net Investment Income	$58,096	$11,578	$7,967
Distributable Amount	$37,223	$33,884	$34,594

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include The Tamalpais Medical Center ($11,260), Institute of Food Technologists ($11,260), Youth Homes Inc ($11,260).

Recipient	Purpose	Amount
THE TAMALPAIS MEDICAL CENTER San Francisco, CA	UNRESTRICTED GENERAL	$11,260
INSTITUTE OF FOOD TECHNOLOGISTS Belmont, CA	UNRESTRICTED GENERAL	$11,260
YOUTH HOMES INC Walnut Creek, CA	UNRESTRICTED GENERAL	$11,260

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Bank of America N a	Trustee	1	$6,297

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Marie E Cruess Charitable Trust?

Marie E Cruess Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. It holds $703K in total assets as of 2024.

How large is Marie E Cruess Charitable Trust?

As of 2024, Marie E Cruess Charitable Trust holds $703K in total assets with $64K in annual revenue. It awarded 3 grants totaling $34K in 2024.

Where does Marie E Cruess Charitable Trust operate?

Marie E Cruess Charitable Trust has awarded grants in California.

What size grants does Marie E Cruess Charitable Trust award?

In 2024, Marie E Cruess Charitable Trust awarded 3 grants totaling $34K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Marie E Cruess Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marie E Cruess Charitable Trust reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Marie E Cruess Charitable Trust's EIN?

Marie E Cruess Charitable Trust's EIN (Employer Identification Number) is 30-6275917. IRS Form 990 filing data is available on this page for 2020–2024.