The DJR Trust-Foundation

Foundation · Grantmaker New York, NY EIN: 13-7148229

The DJR Trust-Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 20 grants totaling $116K. Net investment income was $111K.

Key facts about The DJR Trust-Foundation

EIN
13-7148229
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$116,000
Grants made (2024)
20
Average grant
$5,800
Median grant
$3,000
New grantees (estimate)
35% first-time grantees (7 of 20, 2024)
Total assets
$1,809,128
Primary geography
Texas (78% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who The DJR Trust-Foundation funds

By grant dollars, the top recipient states for The DJR Trust-Foundation's 20 itemized 2024 grants were Texas (78%) and New York (16%). The most frequent recipient cities were Austin, TX (9 grants), New York, NY (4 grants) and Washington, DC (2 grants). 100% of grants with a stated purpose were for general or operating support.

Is The DJR Trust-Foundation open to new grantees?

35%

first-time grantees, 2024

In 2024, 7 of 20 grantees (35%) were first-time recipients. First grants averaged $10K; repeat grants $3K. How we count

Medians: $5K first-time, $1K repeat.

  • 65% of 2024 grantees were also funded in 2023. Method
  • Giving grew 63% from 2021 to 2024. Method
  • In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with The DJR Trust-Foundation

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

+1.8% YoY

Annual Giving

$116K

-15.9% YoY

Grant Count

20

+33.3% YoY

Avg Grant Size

$6K

-37.0% YoY

Under IRS private-foundation payout rules, The DJR Trust-Foundation reported a distributable amount of $132K for 2024 — the minimum it must pay out in qualifying distributions.

About The DJR Trust-Foundation

Based on IRS filings

The DJR Trust-Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 20 grants totaling $116K. Net investment income was $111K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 20 itemized 2024 grant dollars.

Cities

AustinNew YorkWashingtonAlexandriaHoustonAllenAthensEl PasoFultonLew BeachLivingston ManorMatawanOld WestburySan AntonioWinchesterWolly Bugger

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$86K$130K$173K20202021202220232024
Metric202420232022
Total Assets$1,809,128$1,777,042$1,828,892
Revenue$157,207$94,031$68,035
Expenses$125,121$145,881$106,778
Qualifying Distributions$119,812$141,922$102,923
Net Investment Income$111,433$58,953$32,792
Distributable Amount$131,883$107,766$109,088

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$69K$104K$138K25 grants20206 grants202117 grants202215 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

The University of Texas Foundation: $45KThe University of TexasFoundation$45KCommittee to Project Journalists: $10KCommittee to ProjectJournalists$10KEast Central School Foundation: $10KEast Central School Foundation$10KSpring Branch Education Foundation: $10KSpring Branch EducationFoundation$10KSt Andrews Presbyterian Church: $6KSt Andrews Presbyterian Church$6KCentral Texas Food Bank: $5KCentral Texas Food Bank$5KMobile Loaves and Fishes: $5KMobile Loaves and Fishes$5KSalvation Army: $5KSalvation Army$5KTexas State Cemetery: $5KTexas State Cemetery$5KUnited Way: $5KUnited Way$5K

Grant Size Distribution

83 grants across all recorded years

82<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include The University of Texas Foundation ($45,000), Committee to Project Journalists ($10,000), East Central School Foundation ($10,000).

RecipientPurposeAmount
THE UNIVERSITY OF TEXAS FOUNDATION Austin, TXGENERAL$45,000
COMMITTEE TO PROJECT JOURNALISTS New York, NYGENERAL$10,000
EAST CENTRAL SCHOOL FOUNDATION San Antonio, TXGENERAL$10,000
SPRING BRANCH EDUCATION FOUNDATION Houston, TXGENERAL$10,000
ST ANDREWS PRESBYTERIAN CHURCH Austin, TXGENERAL$6,000
CENTRAL TEXAS FOOD BANK Austin, TXGENERAL$5,000
MOBILE LOAVES AND FISHES Austin, TXGENERAL$5,000
SALVATION ARMY New York, NYGENERAL$5,000
TEXAS STATE CEMETERY Austin, TXGENERAL$5,000
UNITED WAY Alexandria, VAGENERAL$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Bessemer Trust Company NA — Co-Trustee: $7KBessemer Trust Company…Co-Trustee$7K

From 2024 IRS filing

NameTitleHoursCompensation
Dan I RatherCo-Trustee5—
Bessemer Trust Company NACo-Trustee10$7,148

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The DJR Trust-Foundation?

The DJR Trust-Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. It holds $1.8M in total assets as of 2024.

How large is The DJR Trust-Foundation?

As of 2024, The DJR Trust-Foundation holds $1.8M in total assets with $157K in annual revenue. It awarded 20 grants totaling $116K in 2024.

Where does The DJR Trust-Foundation operate?

The DJR Trust-Foundation has awarded grants in District of Columbia, Georgia, New Jersey, New York, Texas, Virginia, West Virginia.

What size grants does The DJR Trust-Foundation award?

In 2024, The DJR Trust-Foundation awarded 20 grants totaling $116K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is The DJR Trust-Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The DJR Trust-Foundation reported a distributable amount of $132K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The DJR Trust-Foundation's EIN?

The DJR Trust-Foundation's EIN (Employer Identification Number) is 13-7148229. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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