Terry Allen Residuary Trust
Terry Allen Residuary Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $259K in total assets. In 2026, it awarded 1 grant totaling $12K. Net investment income was $34K.
Terry Allen Residuary Trust at a glance
In short: Terry Allen Residuary Trust gave $12K across 1 grant in 2026 (avg $12K), mostly in Missouri. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $12,005
- +5.7% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $12,005
- +5.7% vs 2025
- Median grant
- $12,005
- Total assets
- $259,402
- +11.1% vs 2025
- Primary geography
- Missouri (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Terry Allen Residuary Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Washington University ($12K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Terry Allen Residuary Trust gives
- Giving held roughly steady from 2023 to 2026 (+2%). Method
- In 2026 it paid out 101% of its IRS minimum distribution (the 5% rule). 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 2026, annual grant giving ranged from $7K (2021) to $14K (2022). In 2026 it made 1 grant totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Washington University St. Louis, MO | Unrestricted General | $12,005 |
Ready to take the next step with Terry Allen Residuary Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $259,402 | $38,191 | $19,257 | $12,005 | 1 | $14,610 | $33,882 | $14,441 |
| 2025 | $233,568 | $22,337 | $18,031 | $11,360 | 1 | $13,841 | $17,998 | $13,673 |
| 2024 | $228,720 | $9,424 | $14,827 | $8,801 | 1 | $11,087 | $4,263 | $12,624 |
| 2023 | $232,796 | $-6,004 | $19,278 | $11,822 | 1 | $13,927 | $1,497 | $12,304 |
| 2022 | $257,726 | $53,101 | $19,749 | $13,862 | 1 | $16,064 | $49,167 | $14,356 |
| 2021 | $248,308 | $16,217 | $13,364 | $7,362 | 1 | — | $12,799 | $12,999 |
| 2020 | $218,510 | $20,960 | $13,786 | $8,389 | 1 | — | $18,128 | $11,713 |
Under IRS private-foundation payout rules, Terry Allen Residuary Trust reported a distributable amount of $14K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Terry Allen Residuary Trust's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $5K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $5K, to Bank of America (Trustee).
Frequently asked questions about Terry Allen Residuary Trust
How much does Terry Allen Residuary Trust give each year?
Terry Allen Residuary Trust gave $12K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $11K across 1 grant.
How large is Terry Allen Residuary Trust?
Terry Allen Residuary Trust reported $259K in total assets on its 2026 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
Where does Terry Allen Residuary Trust operate?
Terry Allen Residuary Trust has awarded grants in Missouri.
What is Terry Allen Residuary Trust's EIN?
Terry Allen Residuary Trust's EIN (Employer Identification Number) is 43-6057382. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 22, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 24, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 23, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 1, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 31, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 5, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 9, 2026)
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Texas
Texas Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Terry Allen Residuary Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
The Klingenstein Third Generation Foundation
New York, NY
The Klingenstein Third Generation Foundation funds research and fellowships focused on ADHD and depression in children and adolescents, with particular attention to underserved populations. Its 2025 grants ranged from $2,500 to $100,000, with a median of $50,000, and went to organizations in multiple U.S. states. It does not accept unsolicited funding requests; fellowship applications must be initiated by an academic researcher.
Assets
$24.4M
Grants
16
Total Given
$788K
Brady Education Foundation Inc
Carrboro, NC
The Brady Education Foundation funds research and evaluations of programs that improve educational outcomes for children from birth through age 18, with an emphasis on strength-based approaches and real-world impact. Its 2025 grants ranged from $20,000 to $248,007, with a median of $55,147; recent funding went to organizations in North Carolina, Massachusetts, Georgia, California, and Missouri. It accepts requests through a letter-of-inquiry process, inviting selected applicants to submit full proposals.
Assets
$17.6M
Grants
9
Total Given
$737K
Freedom Together Foundation
New York, NY
The foundation funds work to strengthen multiracial democracy and build community and worker power, racial and gender justice, movement infrastructure, reproductive health, medical research, and community institutions. In 2024, its grants ranged from $5,000 to $14 million, with a median of $500,000; its largest shares went to organizations in Washington, DC, New York, California, Massachusetts, and Illinois. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.4B
Grants
595
Total Given
$470.0M
The Bill M and Cecile Autrey Ham
Austin, TX
The foundation funds a broad mix of causes, including children’s mental health, youth services, food access, animal welfare, conservation, and philanthropy, with most grants going to Texas organizations. Its 2025 grants ranged from $10,000 to $80,000, with a median of $20,000. It accepts written solicitations from 501(c)(3) organizations; no deadline is stated.
Assets
$13.2M
Grants
29
Total Given
$772K
Caleres Cares Charitable Trust
Orlando, FL
The Caleres Cares Charitable Trust supports eligible nonprofits working on stronger families, diversity and inclusion, sustainability, St. Louis arts and culture, and the footwear industry. Recent filings show one large grant annually, ranging from about $865,000 to $1.85 million; although St. Louis is a stated priority, recent grants went to Florida. It accepts unsolicited requests through its online application process.
Assets
$212K
Grants
1
Total Given
$866K
Bridge Communities Inc
Incline Village, NV
Assists selected high school students with demonstrated potential who have special circumstances that make the college admissions and financial aid process difficult. Offers tutoring, advising, college search materials, help with application process and application preparation.
Assets
—
Grants
2
Total Given
$15K
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Terry Allen Residuary 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.
Terry Allen Residuary Trust down — hundreds of funders to go?