Nathalie & Gladys Dalkowitz Charitable Trust

Foundation · Grantmaker DALLAS, TX EIN: 74-6410360

Nathalie & Gladys Dalkowitz Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it made $23K in qualifying distributions. Net investment income was $330K.

Key facts about Nathalie & Gladys Dalkowitz Charitable Trust

EIN
74-6410360
Latest 990 filing
Form 990-PF, 2025
Total assets
$2,806,956

Data from IRS Form 990-PF, 2025; updated April 2026. New grantees are estimated by matching recipient names across years (methodology).

Is Nathalie & Gladys Dalkowitz Charitable Trust open to new grantees?

87%

first-time grantees, 2024

In 2024, 13 of 15 grantees (87%) were first-time recipients. First grants averaged $7K; repeat grants $10K. How we count

Medians: $5K first-time, $10K repeat.

  • 0% of 2024 grantees were also funded in 2023. Method
  • Giving fell 21% from 2021 to 2024. Method
  • In 2025 it paid out 15% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized IRS Form 990-PF grant lists (2021–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.8M

+6.5% YoY

Revenue

$357K

+301.6% YoY

Qualifying Distributions

$23K

-83.3% YoY

Expenses

$49K

-69.1% YoY

Under IRS private-foundation payout rules, Nathalie & Gladys Dalkowitz Charitable Trust reported a distributable amount of $149K for 2025 — the minimum it must pay out in qualifying distributions.

About Nathalie & Gladys Dalkowitz Charitable Trust

Based on IRS filings

Nathalie & Gladys Dalkowitz Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it made $23K in qualifying distributions. Net investment income was $330K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

San AntonioShavano Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$186K$372K$558K$745K20212022202320242025
Metric202520242023
Total Assets$2,806,956$2,634,441$2,530,718
Revenue$356,569$88,785$5,824
Expenses$48,776$157,714$177,272
Qualifying Distributions$22,611$135,521$139,070
Net Investment Income$330,445$58,440$36,793
Distributable Amount$148,892$138,299$128,627

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$36K$73K$109K$145K17 grants202113 grants202211 grants202315 grants20240 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

56 grants across all recorded years

56<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Nathalie & Gladys Dalkowitz Charitable Trust

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $36KBank of AmericaTrustee$36K

From 2025 IRS filing

NameTitleHoursCompensation
Bank of AmericaTrustee1$35,922

Frequently Asked Questions

How large is Nathalie & Gladys Dalkowitz Charitable Trust?

As of 2025, Nathalie & Gladys Dalkowitz Charitable Trust holds $2.8M in total assets with $357K in annual revenue.

Where does Nathalie & Gladys Dalkowitz Charitable Trust operate?

Nathalie & Gladys Dalkowitz Charitable Trust has awarded grants in Texas.

How much is Nathalie & Gladys Dalkowitz Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Nathalie & Gladys Dalkowitz Charitable Trust reported a distributable amount of $149K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Nathalie & Gladys Dalkowitz Charitable Trust's EIN?

Nathalie & Gladys Dalkowitz Charitable Trust's EIN (Employer Identification Number) is 74-6410360. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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