R Q Terrell Char Trust Mary T Joseph Trustee

Private foundation · Grantmaker Baton Rouge, LA EIN: 72-6152317

R Q Terrell Char Trust Mary T Joseph Trustee is a private foundation, based in Baton Rouge, LA. IRS filing data is available from 2022 through 2024. In 2024, it awarded 6 grants totaling $591K. Net investment income was $13K.

Key facts about R Q Terrell Char Trust Mary T Joseph Trustee

In short: R Q Terrell Char Trust Mary T Joseph Trustee gave $591K across 6 grants in 2024 (avg $99K), mostly in Indiana. Source: 2024 IRS Form 990-PF.

EIN
72-6152317
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$591,236
Grants made (2024)
6
Average grant
$98,539
Median grant
$2,250
Primary geography
Indiana (97% of itemized 2024 grant dollars)

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$591K

+1651.8% YoY

Grant Count

6

-45.5% YoY

Avg Grant Size

$99K

+3111.7% YoY

Under IRS private-foundation payout rules, R Q Terrell Char Trust Mary T Joseph Trustee reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

How R Q Terrell Char Trust Mary T Joseph Trustee gives

  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2024 grant dollars across all 6 itemized grants.

Cities

DallasBaton RougeSarasotaShreveportWashingtonOklahoma CityIndianapolis

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K8 grants2022 11 grants2023 6 grants2024

From 2022 to 2024, annual grant giving ranged from $26K (2022) to $591K (2024). In 2024 it made 6 grants totaling $591K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

The Morgan Stanley Global Impact Funding Trust Inc: $575KThe Morgan Stanley GlobalImpact Funding Trust Inc$575KThe Resource Center of Dallas: $10KThe Resource Center of Dallas$10KLambda Legal Defense and Education: $3KLambda Legal Defense andEducation$3KThe Achievement Center Booster CL: $2KThe Achievement Center BoosterCL$2KHuman Rights Campaign Foundation: $1KHuman Rights CampaignFoundation$1KSt Thomas the Apostle Episcopal Church: $250St Thomas the ApostleEpiscopal Church$250

The largest 2024 recipient was The Morgan Stanley Global Impact Funding Trust Inc ($575K). Together the top 6 received $591K.

Grant Size Distribution

25 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 24 grants of 25 (96%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Morgan Stanley Global Impact Funding Trust Inc Indianapolis, INCharitable$575,486
The Resource Center of Dallas Dallas, TXCharitable$10,000
Lambda Legal Defense and Education Dallas, TXCharitable$2,500
The Achievement Center Booster CL Sarasota, FLCharitable$2,000
Human Rights Campaign Foundation Washington, DCCharitable$1,000
St Thomas the Apostle Episcopal Church Dallas, TXReligious$250

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2022 2023 2024
Metric202420232022
Total Assets—$577,290$535,292
Revenue$16,417$13,649$9,151
Expenses$593,707$40,353$33,332
Qualifying Distributions$591,611$34,050$26,556
Net Investment Income$12,677$8,457$6,949
Distributable Amount$3,325$27,021$28,550

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2022–2024

Leadership & Key People

Officers and directors from IRS filings

R Q Terrell Char Trust Mary T Joseph Trustee's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Alan Levi

    Trustee

    On filings since 2022

    No compensation reported

  • Cecile Guin

    Trustee

    On filings since 2022

    No compensation reported

  • Jane T. Johnson

    Trustee

    On filings since 2022

    No compensation reported

  • Joseph Noble

    Trustee

    On filings since 2022

    No compensation reported

  • Mary Terrell Joseph

    Trustee

    On filings since 2022

    No compensation reported

Data from IRS Form 990 filings, 2022–2024. "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 R Q Terrell Char Trust Mary T Joseph Trustee

How much does R Q Terrell Char Trust Mary T Joseph Trustee give each year?

R Q Terrell Char Trust Mary T Joseph Trustee gave $591K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $34K across 11 grants.

What is R Q Terrell Char Trust Mary T Joseph Trustee's typical grant size?

R Q Terrell Char Trust Mary T Joseph Trustee's median grant in 2024 was $2,250, and its average grant was $98,539, across 6 grants on its 2024 IRS Form 990-PF.

Where does R Q Terrell Char Trust Mary T Joseph Trustee give grants?

R Q Terrell Char Trust Mary T Joseph Trustee gives mostly in Indiana: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Dallas, TX (3 grants).

Does R Q Terrell Char Trust Mary T Joseph Trustee give general operating support?

Not in 2024: none of the 6 grants with a stated purpose on R Q Terrell Char Trust Mary T Joseph Trustee's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (5 grants).

Who are R Q Terrell Char Trust Mary T Joseph Trustee's largest grantees?

R Q Terrell Char Trust Mary T Joseph Trustee's largest 2024 grantees include The Morgan Stanley Global Impact Funding Trust Inc ($575,486), The Resource Center of Dallas ($10,000) and Lambda Legal Defense and Education ($2,500), according to its 2024 IRS Form 990-PF. Together they received 99% of its itemized 2024 grant dollars.

How much is R Q Terrell Char Trust Mary T Joseph Trustee required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, R Q Terrell Char Trust Mary T Joseph Trustee reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is R Q Terrell Char Trust Mary T Joseph Trustee's EIN?

R Q Terrell Char Trust Mary T Joseph Trustee's EIN (Employer Identification Number) is 72-6152317. IRS Form 990 filing data is available on this page for 2022–2024.

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

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