Texas Bankers Foundation
The Texas Bankers Foundation is based in Austin, Texas, and filed as Form 990-PF (a private foundation). Established in 1991 as the philanthropic arm of the Texas Bankers Association, it supports financial education, disaster relief, scholarships, and community initiatives.
Texas Bankers Foundation at a glance
In short: Texas Bankers Foundation gave $87K across 19 grants in 2025 (avg $5K), mostly in Texas. 53% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $86,579
- +6.5% vs 2024
- Grants made (2025)
- 19
- -5.0% vs 2024
- Average grant
- $4,557
- +12.1% vs 2024
- Median grant
- $2,500
- Total assets
- $378,305
- +4.4% vs 2024
- New grantees (estimate)
- 53% first-time grantees (8 of 15, 2025; small sample)
- Primary geography
- Texas (79% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Texas Bankers Foundation
- How to Apply
-
The Foundation’s filing describes application materials as “various.” Its website provides scholarship application information and describes the bank-applied 4-H and FFA grant program.
- Review Cycle
- The published 2026 Leaders in Financial Education Award deadline was January 30, 2026, and published 2026 banker scholarship deadlines included March 27 and May 22, 2026. These deadlines have passed.
- Deadline
- The published 2026 Leaders in Financial Education Award deadline was January 30, 2026, and published 2026 banker…
- Contact
Application contact: Texas Bankers Foundation In Care Of
Mailing address: PO Box 162407, Austin, TX 78716
Phone: (512) 472-8388
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Texas Bankers Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Texas State University ($25K). Together the top 10 received $74K.
Organizations only. It also paid 4 individual scholarships ($9,000), which are not listed by name.
Grant Size Distribution
113 grants across all recorded years
The most common grant size was under $50K: 110 grants of 113 (97%).
Geographic Focus
Where this funder awards grants
The Foundation is based in Austin. In 2025, 79% of grant dollars went to Texas recipients; reported shares also included Iowa (7%), Florida (3%), North Carolina (3%), and Washington, D.C. (3%).
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
States
Cities
Is Texas Bankers Foundation open to new grantees?
53%
first-time grantees, 2025
In 2025, 8 of 15 grantees (53%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $5K; repeat grants $6K. How we count
Medians: $3K first-time, $3K repeat.
- 40% of 2025 grantees were also funded in 2024. Method
- Giving fell 62% from 2022 to 2025. Method
- In 2025 it paid out 685% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). 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 2021 to 2025, annual grant giving ranged from $81K (2024) to $420K (2023). In 2025 it made 19 grants totaling $87K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Texas State University San Marcos, TX | TX State (MCCOY)JUL24 | $25,000 |
| Texas A&M University College Station, TX | Scholarship Awards 2025 | $18,000 |
| Texas Tech University Lubbock, TX | TX Tech Ag Finance | $10,000 |
| American Red Cross Boone, IA | Hurricane Baryl Donation JUL24 | $5,000 |
| 4 individual scholarships Recipients not named | — | $9,000 |
| Volunteer Florida Foundation Tallahassee, FL | Hurricane Helene - Florida | $3,000 |
| North Carolina Bankers Assoc Foundation Raleigh, NC | Hurricane Helene - N Carolina | $3,000 |
| ABA Foundation Washington, DC | ABA Calif Wildfire Donation | $2,500 |
| SWGSB Foundation Dallas, TX | Frost Scholarship 2025-McAdoo | $2,500 |
| Schreiner University Kerrville, TX | Commercial Banking Program - 2025 | $2,500 |
Ready to take the next step with Texas Bankers Foundation?
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 | $378,305 | $155,740 | $136,955 | $86,579 | 19 | $123,621 | $3,413 | $18,054 |
| 2024 | $362,220 | $148,733 | $128,307 | $81,333 | 20 | $118,735 | $3,560 | $17,036 |
| 2023 | $335,515 | $395,549 | $467,081 | $419,500 | 17 | $456,222 | — | $18,352 |
| 2022 | $405,511 | $302,994 | $285,668 | $227,801 | 21 | $275,746 | — | $19,037 |
| 2021 | $371,761 | $75,582 | $165,211 | $127,084 | 36 | — | — | $20,546 |
Under IRS private-foundation payout rules, Texas Bankers Foundation reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Foundation’s stated mission is to empower and champion Texas banks, their employees, and communities by implementing programs that celebrate and magnify their positive impact. It says its initiatives educate, reward, and inspire present and future bankers.
The Foundation provides scholarships to encourage excellence in banking and finance, and supports financial education. Its 4-H and Future Farmers of America Financial Literacy Grant gives banks the opportunity to donate $250 to a local chapter for financial education. Its website also describes disaster relief and awards for banks’ financial education projects.
In 2025, grantees included universities and banking education programs, as well as organizations supporting disaster relief. The Volunteer Florida Foundation, which received $3,000, describes itself as a direct support organization of the Florida Commission on Community Service. Schreiner University, which received $2,500, describes itself as a diverse, independent university affiliated with the Presbyterian Church (USA). United Way of Southwest Virginia, which received $1,023, says it works for health, education, and financial stability in Southwest Virginia.
Grantmaking
In filing year 2025, the Foundation reported 19 grants totaling $86,579. Grants ranged from $1,000 to $25,000, with a median of $2,500. Its largest reported grants included $25,000 to Texas State University for “TX STATE (MCCOY)JUL24,” $18,000 to Texas A&M University for scholarship awards, and $10,000 to Texas Tech University for “TX TECH AG FINANCE.” Other grants included $5,000 to American Red Cross for a hurricane donation and $5,000 to an individual recipient A&M University for scholarship awards.
The Foundation’s website describes scholarships for employees of TBA-member banking institutions who meet the participating schools’ admissions requirements, as well as future-banker scholarships associated with programs at an individual recipient State University, Texas A&M University, and Texas Tech University. Its 4-H and FFA grant program allows banks to apply for a $250 grant to support a local chapter by presenting a financial education workshop. The Foundation’s filing says application information is available through its website and refers to another statement for deadlines and award restrictions.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Hazel Davis CERP CRCM as chair; Bowden Jones Jr as vice chair; Christopher J Furlow as secretary/treasurer; Barbra Boeta as advisory director; and Reid Winger, Joseph N Sayklay, Antonio Delgado III, Frances Pack, Jamie L Brown-Rosas, and Chris Bezdek as directors.
Texas Bankers Foundation is led by Hazel Davis Cerp Crcm, Chair on every filing since 2024; none of the 14 officers listed in 2025 report compensation.
Officers on the 2025 filing
Hazel Davis Cerp Crcm
Chair
On filings since 2024
1 hr/week
No compensation reported
Barbra Boeta
Advisory Director
Director → Advisory Director, 2025
On filings since 2023
1 hr/week
No compensation reported
Jamie L. Brown-Rosas
Director
On filings since 2023
1 hr/week
No compensation reported
Joseph N. Sayklay
Director
On filings since 2023
1 hr/week
No compensation reported
Reid Winger
Director
On filings since 2023
1 hr/week
No compensation reported
Shea Ferland Phr Shrm-Cp
Director
On filings since 2023
1 hr/week
No compensation reported
Antonio Delgado III
Director
On filings since 2024
1 hr/week
No compensation reported
Frances Pack
Director
On filings since 2024
1 hr/week
No compensation reported
Brandi Dunn
Director
New on the 2025 filing
1 hr/week
No compensation reported
Chris Bezdek
Director
New on the 2025 filing
1 hr/week
No compensation reported
Gabriel C. Lindsay
Director
New on the 2025 filing
1 hr/week
No compensation reported
Michelle Lucero
Director
New on the 2025 filing
1 hr/week
No compensation reported
Christopher J. Furlow
Secretary & Treasurer
Director → Secretary & Treasurer, 2022
On filings since 2021
1 hr/week
No compensation reported
Bowden Jones Jr.
Vice Chair
Director → Vice Chair, 2025
On filings since 2024
1 hr/week
No compensation reported
Former officers (17)
- Former: Brittany Rowland (2022–2024) — Director
- Former: Dana Taylor (2022–2024) — Director
- Former: Debbie Anthony (2022–2024) — Director
- Former: Malcolm J. Deason (2023–2024) — Director
- Former: Chiquita D. Board (2021–2023) — Director
- Former: Kristina R. Koncaba (2021–2023) — Chair
- Former: Maria J. Campos (2021–2023) — Vice Chair
- Former: Terri Denny (2021–2023) — Director
- Former: Karen Valdez (2021–2022) — Director
- Former: Lizzie W. Williams (2021–2022) — Director
- Former: Norma J. Lane (2021–2022) — Director
- Former: Roy T. Olsen (2021–2022) — Director
- Former: Christopher Rio (2022) — Director
- Former: David W. Osborn (2021) — Vice Chair
- Former: Heather Smith Pmp (2021) — Director
- Former: Michael W. Marshall (2021) — Director
- Former: Shannalea G. Taylor (2021) — Director
Data from IRS Form 990 filings, 2021–2025. "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 Texas Bankers Foundation
How much does Texas Bankers Foundation give each year?
Texas Bankers Foundation gave $87K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $81K across 20 grants.
What is Texas Bankers Foundation's typical grant size?
Texas Bankers Foundation's median grant in 2025 was $2,500, and its average grant was $4,557, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Texas Bankers Foundation that year got $5K on average.
Where does Texas Bankers Foundation give grants?
Texas Bankers Foundation gives mostly in Texas: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Iowa (7%). The most frequent recipient cities were Boone, IA (2 grants).
Does Texas Bankers Foundation give general operating support?
Not in 2025: none of the 19 grants with a stated purpose on Texas Bankers Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are Texas Bankers Foundation's largest grantees?
Texas Bankers Foundation's largest 2025 grantees include Texas State University ($25,000), Texas A&M University ($18,000) and Texas Tech University ($10,000), according to its 2025 IRS Form 990-PF. It also paid 4 individual scholarships ($9,000), which are not listed by name. Together they received 61% of its itemized 2025 grant dollars.
How large is Texas Bankers Foundation?
Texas Bankers Foundation reported $378K in total assets on its 2025 IRS Form 990-PF. It paid out $124K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).
What does Texas Bankers Foundation fund?
The Foundation’s stated mission is to empower and champion Texas banks, their employees, and communities by implementing programs that celebrate and magnify their positive impact. It says its initiatives educate, reward, and inspire present and future bankers. See mission & focus areas ↑
How do I apply for a grant from Texas Bankers Foundation?
The Foundation’s filing describes application materials as “various.” Its website provides scholarship application information and describes the bank-applied 4-H and FFA grant program. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Texas Bankers Foundation's EIN?
Texas Bankers Foundation's EIN (Employer Identification Number) is 74-2602147. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Texas Bankers Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Texas Bankers Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/texas-bankers-foundation-morg_66585c1e49e44f71bad85fe7cc061381
BibTeX
@misc{grantable_742602147_2026,
author = {{Grantable}},
title = {{Texas Bankers Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/texas-bankers-foundation-morg_66585c1e49e44f71bad85fe7cc061381},
note = {Accessed 2026-10-16. 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 Texas Bankers Foundation'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.
Texas Bankers Foundation down — hundreds of funders to go?