Susan F Laffer Charitable Trust
Susan F Laffer Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 4 grants totaling $78K. Net investment income was $184K.
Susan F Laffer Charitable Trust at a glance
In short: Susan F Laffer Charitable Trust gave $78K across 4 grants in 2025 (avg $20K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $78,448
- -15.9% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $19,612
- -15.9% vs 2024
- Median grant
- $19,612
- Total assets
- $1,990,918
- +4.5% vs 2024
- Primary geography
- California (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 Susan F Laffer Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Pacific Clinics ($20K). Together the top 4 received $78K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Susan F Laffer Charitable Trust gives
- Giving fell 29% from 2022 to 2025. Method
- In 2025 it paid out 81% 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 2020 to 2025, annual grant giving ranged from $68K (2023) to $110K (2022). In 2025 it made 4 grants totaling $78K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pacific Clinics Campbell, CA | Unrestricted General | $19,612 |
| Orthopaedic Institute for Children Los Angeles, CA | Unrestricted General | $19,612 |
| Childrens Home Society of California Santa Ana, CA | Unrestricted General | $19,612 |
| Childrens Hospital of Los Angeles Los Angeles, CA | Unrestricted General | $19,612 |
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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 | $1,990,918 | $207,812 | $121,738 | $78,448 | 4 | $92,132 | $184,082 | $113,296 |
| 2024 | $1,904,348 | $193,338 | $129,137 | $93,256 | 4 | $106,222 | $169,011 | $106,828 |
| 2023 | $1,842,056 | $52,140 | $100,018 | $68,448 | 4 | $80,078 | $27,074 | $97,336 |
| 2022 | $1,890,733 | $-48,459 | $152,042 | $110,232 | 4 | $122,296 | $17,478 | $104,956 |
| 2021 | $2,086,231 | $419,550 | $130,470 | $92,232 | 4 | $105,498 | $394,641 | $111,935 |
| 2020 | $1,779,856 | $154,600 | $123,820 | $92,284 | 4 | — | $135,133 | $95,663 |
Under IRS private-foundation payout rules, Susan F Laffer Charitable Trust reported a distributable amount of $113K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Susan F Laffer Charitable Trust'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
$32K (2021) → $33K (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
The highest reported compensation on the 2025 filing was $33K, to Bank of America (Trustee).
Frequently asked questions about Susan F Laffer Charitable Trust
How much does Susan F Laffer Charitable Trust give each year?
Susan F Laffer Charitable Trust gave $78K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $93K across 4 grants.
What is Susan F Laffer Charitable Trust's typical grant size?
Susan F Laffer Charitable Trust's median grant in 2025 was $19,612, and its average grant was $19,612, across 4 grants on its 2025 IRS Form 990-PF.
Where does Susan F Laffer Charitable Trust give grants?
Susan F Laffer Charitable Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Los Angeles, CA (2 grants).
Does Susan F Laffer Charitable Trust give general operating support?
Yes: 100% of Susan F Laffer Charitable Trust'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 Susan F Laffer Charitable Trust?
Susan F Laffer Charitable Trust reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $92K in qualifying distributions that year, against a required minimum of $113K (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 is Susan F Laffer Charitable Trust's EIN?
Susan F Laffer Charitable Trust's EIN (Employer Identification Number) is 95-6014085. 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.
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 April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
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