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.
Moncrief Endowment Fund at a glance
In short: Moncrief Endowment Fund gave $200K across 1 grant in 2025 (avg $200K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $200,000
- -3.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $200,000
- -3.6% vs 2024
- Median grant
- $200,000
- Total assets
- $3,049,981
- +11.7% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Moncrief Endowment Fund funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fort Worth Garden Club Inc Fort Worth, TX | General Support | $200,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,049,981 | $283,475 | $222,032 | $200,000 | 1 | $203,450 | $264,893 | $213,961 |
| 2024 | $2,729,380 | $274,548 | $235,094 | $207,500 | 1 | $216,647 | $254,601 | $207,911 |
| 2023 | $2,947,521 | $120,011 | $264,311 | $230,000 | 1 | $233,227 | $100,245 | $211,464 |
| 2022 | $3,197,478 | $576,402 | $231,059 | $200,500 | 1 | $208,178 | $553,755 | $234,776 |
| 2021 | $2,750,080 | $145,682 | $207,050 | $175,000 | 1 | — | $124,390 | $211,524 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Moncrief Endowment Fund funds
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