Moncrief Endowment Fund
Moncrief Endowment Fund is a private foundation, based in Fort Worth, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.0M in total assets. In 2025, it awarded 1 grant totaling $200K. Net investment income was $265K.
Key facts about Moncrief Endowment Fund
In short: Moncrief Endowment Fund gave $200K across 1 grant in 2025 (avg $200K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 82-5468686
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $200,000
- Grants made (2025)
- 1
- Average grant
- $200,000
- Median grant
- $200,000
- Total assets
- $3,049,981
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.0M
+11.7% YoY
Annual Giving
$200K
-3.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$200K
-3.6% YoY
Under IRS private-foundation payout rules, Moncrief Endowment Fund reported a distributable amount of $214K for 2025 — the minimum it must pay out in qualifying distributions.
How Moncrief Endowment Fund gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 95% 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.
Ready to take the next step with Moncrief Endowment Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $175K (2021) to $230K (2023). In 2025 it made 1 grant totaling $200K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Fort Worth Garden Club Inc ($200K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fort Worth Garden Club Inc Fort Worth, TX | General Support | $200,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,049,981 | $2,729,380 | $2,947,521 |
| Revenue | $283,475 | $274,548 | $120,011 |
| Expenses | $222,032 | $235,094 | $264,311 |
| Qualifying Distributions | $203,450 | $216,647 | $233,227 |
| Net Investment Income | $264,893 | $254,601 | $100,245 |
| Distributable Amount | $213,961 | $207,911 | $211,464 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Moncrief Endowment Fund is led by Mary Lynn Garrett, Chairman of the Board & Treasurer on every filing since 2021; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Mary Lynn Garrett
Chairman of the Board & Treasurer
On filings since 2021
1 hr/week
No compensation reported
Anne T. Bass
Director
On filings since 2021
1 hr/week
No compensation reported
Gretchen Barrett
Director
On filings since 2021
1 hr/week
No compensation reported
Maurie Reynolds
Director
On filings since 2021
1 hr/week
No compensation reported
Mitzi Davis
Director
On filings since 2021
1 hr/week
No compensation reported
Murray James
Secretary
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Moncrief Endowment Fund
How much does Moncrief Endowment Fund give each year?
Moncrief Endowment Fund gave $200K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $208K across 1 grant.
How large is Moncrief Endowment Fund?
Moncrief Endowment Fund reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $203K in qualifying distributions that year, against a required minimum of $214K (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.
Where does Moncrief Endowment Fund operate?
Moncrief Endowment Fund has awarded grants in Texas.
What is Moncrief Endowment Fund's EIN?
Moncrief Endowment Fund's EIN (Employer Identification Number) is 82-5468686. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Moncrief Endowment Fund by hand.
Explore Open Grants
Browse active grant opportunities in Moncrief Endowment Fund's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
Community Foundation of North Texas (Tax
Fort Worth, TX
The Community Foundation of North Texas supports nonprofits through grants for areas including animal welfare, conservation, community development, nonprofit capacity, and opportunity, primarily in North Texas, including seven listed counties. Its 2024 grants had a median amount of $14,250, with awards ranging from $5,100 to $1.5 million. It offers competitive grants through application cycles; nonprofits cannot apply for donor-advised grants.
Assets
$544.9M
Grants
872
Total Given
$41.3M
Robert S and Joyce Pate Capper
Benbrook, TX
Assets
$503K
Grants
2
Total Given
$35K
John Henry Dean III and Shirley Lawson
Fort Worth, TX
The foundation supports charitable organizations, with 2025 grants primarily for general support in health care, animal welfare, child welfare, and other areas. Its 18 grants ranged from $1,000 to $2,460,200, with a median of $5,000; nearly all funding went to Texas, with a small share to Arizona. It does not accept unsolicited requests and funds only preselected organizations.
Assets
$111.7M
Grants
18
Total Given
$4.7M
Garvey Texas Foundation Inc
Fort Worth, TX
The foundation supports a broad range of charitable organizations, including schools, arts groups, healthcare and social-service organizations, churches, and historic-preservation groups. Its 2024 grants ranged from $200 to $20,250, with a median of $2,250; 90% of grant dollars went to Texas recipients. It asks organizations seeking support to submit a program summary and requested amount; it does not fund individuals.
Assets
$6.1M
Grants
92
Total Given
$292K
The Roach Foundation Inc
Fort Worth, TX
The Roach Foundation supports education, arts and music, community services, health-related philanthropy, and journalism, with most of its giving going to organizations in Texas. Its 2024 grants ranged from $100 to $148,600, with a median of $1,350. It does not accept unsolicited requests and gives only to preselected charitable organizations.
Assets
$12.5M
Grants
66
Total Given
$463K
McCallum Family Foundation
Wilmington, DE
The McCallum Family Foundation supports a range of charitable work, including neurorehabilitation, research, performing arts, scholarships, and community relief. In 2025, grants ranged from $500 to $250,000, with a median of $3,000, and most funding went to organizations in Georgia, Texas, and Florida. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$10.1M
Grants
55
Total Given
$558K
Ardon & Iris Moore Foundation
Fort Worth, TX
The Ardon & Iris Moore Foundation supports varied purposes, including horticulture, children’s health, disaster relief, education, and general charitable work. Its 2024 grants ranged from $1,000 to $425,000, with a median of $10,000; funding went mainly to recipients in California and Texas, with some in New York. The profile does not state whether it accepts unsolicited requests.
Assets
$12.8M
Grants
13
Total Given
$703K
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds charitable work in health, wealth, living, and learning, with much of its grantmaking supporting North Texas nonprofits; its 2025 grants had a median of $18,779, though award sizes varied widely. Nearly all opportunities are by invitation, and its Nonprofit Gateway profile is not a grant application.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
Greater Houston Community Foundation
Houston, TX
The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
BNSF Railway Foundation
Fort Worth, TX
The BNSF Railway Foundation supports civic, cultural, educational, health and human services, environmental, and youth programs, as well as general operating costs, in communities served by BNSF across its 28-state network. Its 2025 median grant was $2,500; its current grants program lists awards of $1,000–$10,000.
Assets
$23.0M
Grants
993
Total Given
$7.0M
Baker Hughes Foundation
Houston, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
More Funders in Texas
Moncrief Endowment Fund down — hundreds of funders to go?