Tua Charlotte D Searle Chrtbl Tr

DALLAS, TX EIN: 59-7276206

Tua Charlotte D Searle Chrtbl Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.5M

+2.5% YoY

Annual Giving

$352K

+14.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$176K

+14.7% YoY

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.

About Tua Charlotte D Searle Chrtbl Tr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $1.6M (100%)

States

Florida

Cities

St Petersburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$6,546,676	$6,387,366	$6,372,688
Revenue	$623,093	$221,132	$-75,733
Expenses	$457,922	$394,452	$414,189
Qualifying Distributions	$385,739	$337,815	$341,194
Net Investment Income	$555,829	$157,194	$87,145
Distributable Amount	$376,938	$352,990	$328,620

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Johns Hopkins All Childrens' Hospital ($175,804), Fl Orchestra Guild of St Petersburg ($175,804).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$84,077

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Tua Charlotte D Searle Chrtbl Tr?

Tua Charlotte D Searle Chrtbl Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $6.5M in total assets as of 2025.

How large is Tua Charlotte D Searle Chrtbl Tr?

As of 2025, Tua Charlotte D Searle Chrtbl Tr holds $6.5M in total assets with $623K in annual revenue. It awarded 2 grants totaling $352K in 2025.

Where does Tua Charlotte D Searle Chrtbl Tr operate?

Tua Charlotte D Searle Chrtbl Tr has awarded grants in Florida.

What size grants does Tua Charlotte D Searle Chrtbl Tr award?

In 2025, Tua Charlotte D Searle Chrtbl Tr awarded 2 grants totaling $352K — an average of about $176K per grant, based on its IRS Form 990 filings.

How much is Tua Charlotte D Searle Chrtbl Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Tua Charlotte D Searle Chrtbl Tr reported a distributable amount of $377K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.