Tua Charlotte D Searle Chrtbl Tr
Tua Charlotte D Searle Chrtbl Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $6.5M in total assets. In 2025, it awarded 2 grants totaling $352K. Net investment income was $556K.
Tua Charlotte D Searle Chrtbl Tr at a glance
In short: Tua Charlotte D Searle Chrtbl Tr gave $352K across 2 grants in 2025 (avg $176K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $351,608
- +14.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $175,804
- +14.7% vs 2024
- Median grant
- $175,804
- Total assets
- $6,546,676
- +2.5% vs 2024
- Primary geography
- Florida (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 Tua Charlotte D Searle Chrtbl Tr funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Johns Hopkins All Childrens' Hospital ($176K). Together the top 2 received $352K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $100–250K range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Tua Charlotte D Searle Chrtbl Tr gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 102% 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 2021 to 2025, annual grant giving ranged from $245K (2021) to $352K (2025). In 2025 it made 2 grants totaling $352K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Johns Hopkins All Childrens' Hospital St Petersburg, FL | Unrestricted General | $175,804 |
| FL Orchestra Guild of St Petersburg St Petersburg, FL | Unrestricted General | $175,804 |
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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 | $6,546,676 | $623,093 | $457,922 | $351,608 | 2 | $385,739 | $555,829 | $376,938 |
| 2024 | $6,387,366 | $221,132 | $394,452 | $306,414 | 2 | $337,815 | $157,194 | $352,990 |
| 2023 | $6,372,688 | $-75,733 | $414,189 | $312,084 | 2 | $341,194 | $87,145 | $328,620 |
| 2022 | $6,735,918 | $1,300,464 | $435,398 | $344,230 | 2 | $375,190 | $1,237,725 | $352,733 |
| 2021 | $6,903,498 | $387,982 | $332,320 | $244,980 | 2 | — | $334,590 | $375,517 |
Under IRS private-foundation payout rules, Tua Charlotte D Searle Chrtbl Tr reported a distributable amount of $377K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tua Charlotte D Searle Chrtbl Tr's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$76K (2022) → $84K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $84K, to Bank of America (Trustee).
Frequently asked questions about Tua Charlotte D Searle Chrtbl Tr
How much does Tua Charlotte D Searle Chrtbl Tr give each year?
Tua Charlotte D Searle Chrtbl Tr gave $352K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $306K across 2 grants.
How large is Tua Charlotte D Searle Chrtbl Tr?
Tua Charlotte D Searle Chrtbl Tr reported $6.5M in total assets on its 2025 IRS Form 990-PF. It paid out $386K in qualifying distributions that year, against a required minimum of $377K (roughly 5% of its investment assets).
Where does Tua Charlotte D Searle Chrtbl Tr operate?
Tua Charlotte D Searle Chrtbl Tr has awarded grants in Florida.
What is Tua Charlotte D Searle Chrtbl Tr's EIN?
Tua Charlotte D Searle Chrtbl Tr's EIN (Employer Identification Number) is 59-7276206. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Tua Charlotte D Searle Chrtbl Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
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Browse active grant opportunities in Tua Charlotte D Searle Chrtbl Tr's focus areas in our free grants database
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