Tr Ua Padgett Caroline J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 1 grants totaling $118K. Net investment income was $224K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.4M
+4.0% YoY
Annual Giving
$118K
+35.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$118K
+35.8% YoY
About Tr Ua Padgett Caroline J
Based on IRS filings
Tr Ua Padgett Caroline J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 1 grants totaling $118K. Net investment income was $224K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,353,370 | $2,263,566 | $2,309,658 |
| Revenue | $253,479 | $79,763 | $-52,854 |
| Expenses | $161,207 | $125,035 | $184,137 |
| Qualifying Distributions | $133,676 | $100,893 | $147,812 |
| Net Investment Income | $224,235 | $48,556 | $23,104 |
| Distributable Amount | $134,614 | $122,545 | $125,916 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | CO-TRUSTEE | 1 | $37,265 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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