Seymour Richard D Charit TR2
Seymour Richard D Charit TR2 is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $542K in total assets. In 2025, it awarded 4 grants totaling $28K. Net investment income was $51K.
Key facts about Seymour Richard D Charit TR2
In short: Seymour Richard D Charit TR2 gave $28K across 4 grants in 2025 (avg $7K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 06-6301913
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $27,680
- Grants made (2025)
- 4
- Average grant
- $6,920
- Median grant
- $6,920
- Total assets
- $541,915
- Primary geography
- Connecticut (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
$542K
+3.1% YoY
Annual Giving
$28K
+12.4% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$7K
+12.4% YoY
Under IRS private-foundation payout rules, Seymour Richard D Charit TR2 reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
How Seymour Richard D Charit TR2 gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 108% of 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
Share of all 4 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SIMSBURY CEMETERY ASSOCIATION Simsbury, CT | UNRESTRICTED GENERAL | $6,920 |
| TRINITY EPISCOPAL CHURCH Tariffville, CT | UNRESTRICTED GENERAL | $6,920 |
| TOWN OF E GRANBY East Granby, CT | UNRESTRICTED GENERAL | $6,920 |
| ST ANDREW'S CEMETERY Bloomfield, CT | UNRESTRICTED GENERAL | $6,920 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $541,915 | $525,651 | $508,696 |
| Revenue | $57,891 | $52,998 | $17,659 |
| Expenses | $41,784 | $35,493 | $28,392 |
| Qualifying Distributions | $33,863 | $28,549 | $22,367 |
| Net Investment Income | $50,869 | $45,739 | $9,958 |
| Distributable Amount | $31,372 | $29,799 | $27,205 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Seymour Richard D Charit TR2's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$9K (2021) → $9K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about Seymour Richard D Charit TR2
How much does Seymour Richard D Charit TR2 give each year?
Seymour Richard D Charit TR2 gave $28K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 4 grants.
What is Seymour Richard D Charit TR2's typical grant size?
Seymour Richard D Charit TR2's median grant in 2025 was $6,920, and its average grant was $6,920, across 4 grants on its 2025 IRS Form 990-PF.
Where does Seymour Richard D Charit TR2 give grants?
Seymour Richard D Charit TR2 gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Seymour Richard D Charit TR2 give general operating support?
Yes: 100% of Seymour Richard D Charit TR2's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Seymour Richard D Charit TR2?
Seymour Richard D Charit TR2 reported $542K in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What is Seymour Richard D Charit TR2's EIN?
Seymour Richard D Charit TR2's EIN (Employer Identification Number) is 06-6301913. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Seymour Richard D Charit TR2 by hand.
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