Souers Charitable Trust
Souers Charitable Trust is a private foundation located in Dallas, Texas. Its sole charitable activity is making contributions and grants to qualified charitable organizations; it conducts no direct charitable activities.
Souers Charitable Trust at a glance
In short: Souers Charitable Trust gave $4.6M across 25 grants in 2024 (avg $184K), mostly in Missouri. 0% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $4,603,824
- +22.4% vs 2023
- Grants made (2024)
- 25
- -3.8% vs 2023
- Average grant
- $184,153
- +27.3% vs 2023
- Median grant
- $91,283
- Total assets
- $81,421,180
- +3.9% vs 2023
- New grantees (estimate)
- 0% first-time grantees (0 of 24, 2024; small sample)
- Primary geography
- Missouri (54% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Souers Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Souers Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was George Washington University ($932K). Together the top 10 received $3.7M.
Grant Size Distribution
125 grants across all recorded years
The most common grant size was in the $100–250K range: 33 grants of 125 (26%).
Geographic Focus
Where this funder awards grants
In 2024, Missouri received 54% of grant dollars, the District of Columbia 21%, Ohio 10%, Texas 3%, and California 3%.
Grant Distribution by State
Share of 2024 grant dollars across all 25 itemized grants.
States
Cities
Is Souers Charitable Trust open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 24 grantees (0%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. How we count
- 100% of 2024 grantees were also funded in 2023. Method
- Giving grew 40% from 2021 to 2024. Method
- In 2024 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $3.3M (2021) to $6.0M (2022). In 2024 it made 25 grants totaling $4.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| George Washington University Washington, DC | Stroke and Other Research | $932,491 |
| St Louis University St. Louis, MO | Unrestricted General | $838,505 |
| Miami University Oxford, OH | Unrestricted General | $466,246 |
| Washington University in St Louis St. Louis, MO | Unrestricted General | $349,684 |
| Barnes Jewish Hospital Foundation St. Louis, MO | Unrestricted General | $349,684 |
| St Luke Episcopal Presbyterian Hospital Chesterfield, MO | Unrestricted General | $233,583 |
| American Heart Association Dallas, TX | Unrestricted General | $140,918 |
| St Louis Children's Hospital St. Louis, MO | Unrestricted General | $140,918 |
| United Cerebral Palsy Heartland Assn Ballwin, MO | Unrestricted General | $140,918 |
| The Salvation Army Long Beach, CA | Unrestricted General | $140,918 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $81,421,180 | $8,015,767 | $5,028,535 | $4,603,824 | 25 | $4,671,306 | $7,759,366 | $4,717,154 |
| 2023 | $78,328,082 | $2,630,913 | $4,101,033 | $3,760,841 | 26 | $3,824,361 | $1,950,282 | $4,377,714 |
| 2022 | $79,714,518 | $270,108 | $6,308,620 | $5,995,594 | 25 | $6,054,280 | $1,586,628 | $4,578,704 |
| 2021 | $84,040,337 | $12,689,009 | $3,928,989 | $3,292,437 | 24 | $3,349,448 | $14,004,010 | $4,728,070 |
| 2020 | $74,709,811 | $10,490,767 | $5,779,755 | $5,441,859 | 25 | — | $10,375,986 | $3,996,880 |
Under IRS private-foundation payout rules, Souers Charitable Trust reported a distributable amount of $4.7M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2024 grantees included universities, hospitals, and health-related organizations. For example, Saint Louis University describes its mission as teaching, research, health care, and community service; the American Heart Association’s mission is to promote longer, healthier lives; and the American Cancer Society says it works through advocacy, research, and patient support to improve the lives of people with cancer and their families.
Grantmaking
In 2024, the trust awarded 25 grants totaling $4,603,824. Awards ranged from $23,957 to $932,491, with a median of $91,283. The largest listed grants included $932,491 to George Washington University for stroke and other research; $838,505 to Saint Louis University; $466,246 to Miami University; and $349,684 each to Washington University in St. Louis and Barnes Jewish Hospital Foundation. The latter four grants were listed for unrestricted general purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee.
Souers Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2024 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$143K (2021) → $169K (2024)
Former officers (1)
- Former: Bank Of America N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $169K, to Bank of America (Trustee).
Frequently asked questions about Souers Charitable Trust
How much does Souers Charitable Trust give each year?
Souers Charitable Trust gave $4.6M across 25 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.8M across 26 grants.
What is Souers Charitable Trust's typical grant size?
Souers Charitable Trust's median grant in 2024 was $91,283, and its average grant was $184,153, across 25 grants on its 2024 IRS Form 990-PF.
Where does Souers Charitable Trust give grants?
Souers Charitable Trust gives mostly in Missouri: 54% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (21%) and Ohio (10%). The most frequent recipient cities were St. Louis, MO (8 grants), Washington, DC (2 grants) and St Charles, MO (2 grants).
Does Souers Charitable Trust give general operating support?
Yes: 96% of Souers Charitable Trust's 2024 grants with a stated purpose (24 of 25) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Souers Charitable Trust's largest grantees?
Souers Charitable Trust's largest 2024 grantees include George Washington University ($932,491), St Louis University ($838,505) and Miami University ($466,246), according to its 2024 IRS Form 990-PF. Together they received 49% of its itemized 2024 grant dollars.
How large is Souers Charitable Trust?
Souers Charitable Trust reported $81.4M in total assets on its 2024 IRS Form 990-PF. It paid out $4.7M in qualifying distributions that year, against a required minimum of $4.7M (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.
What does Souers Charitable Trust fund?
No mission statement for the trust is provided. Its 2024 grantees included universities, hospitals, and health-related organizations. See mission & focus areas ↑
How do I apply for a grant from Souers Charitable Trust?
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Souers Charitable Trust's EIN?
Souers Charitable Trust's EIN (Employer Identification Number) is 43-6079817. IRS Form 990 filing data is available on this page for 2020–2024.
Does Souers Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 3, 2025)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Souers Charitable Trust funder profile. GrantGraph. Retrieved November 4, 2026, from https://grantable.co/funders/souers-charitable-trust-morg_ad31bcca42a64f998bfe844fb76cf931
BibTeX
@misc{grantable_436079817_2026,
author = {{Grantable}},
title = {{Souers Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/souers-charitable-trust-morg_ad31bcca42a64f998bfe844fb76cf931},
note = {Accessed 2026-11-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Souers Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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