Tuw Raymond I Caspers Charitable Trust

Foundation · Grantmaker Dallas, TX EIN: 36-6040158
PhilanthropyFoundations

Tuw Raymond I Caspers Charitable Trust is a private foundation focused on Philanthropy, based in Dallas, TX. IRS filing data is available from 2019 through 2026. As of 2026, the organization holds $1.7M in total assets. In 2026, it awarded 2 grants totaling $97K. Net investment income was $227K.

Key facts about Tuw Raymond I Caspers Charitable Trust

In short: Tuw Raymond I Caspers Charitable Trust gave $97K across 2 grants in 2026 (avg $48K), mostly in Illinois. Source: 2026 IRS Form 990-PF.

EIN
36-6040158
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$96,926
Grants made (2026)
2
Average grant
$48,463
Median grant
$48,463
Total assets
$1,696,690
Primary geography
Illinois (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$1.7M

+11.8% YoY

Annual Giving

$97K

+22.8% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$48K

+22.8% YoY

Under IRS private-foundation payout rules, Tuw Raymond I Caspers Charitable Trust reported a distributable amount of $95K for 2026 — the minimum it must pay out in qualifying distributions.

How Tuw Raymond I Caspers Charitable Trust gives

  • Giving grew 43% from 2023 to 2026. Method
  • In 2026 it paid out 114% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 2 itemized 2026 grant dollars.

States

Cities

Chicago

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K2 grants20192 grants20212 grants20222 grants20232 grants20242 grants20252 grants2026

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2026

Metropolitan Family Services: $48KMetropolitan Family Services$48KCatholic Charities Chicago Archdiocese: $48KCatholic Charities ChicagoArchdiocese$48K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
METROPOLITAN FAMILY SERVICES Chicago, ILUNRESTRICTED GENERAL$48,463
CATHOLIC CHARITIES CHICAGO ARCHDIOCESE Chicago, ILUNRESTRICTED GENERAL$48,463

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019202120222023202420252026
Metric202620252024
Total Assets$1,696,690$1,517,554$1,495,283
Revenue$247,200$144,327$59,155
Expenses$130,693$108,860$90,280
Qualifying Distributions$108,488$89,684$73,611
Net Investment Income$227,334$124,295$33,878
Distributable Amount$95,205$88,614$81,891

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS August 29, 2019)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 29, 2021)
  3. Added Form 990-PF for fiscal year 2022 (received by the IRS August 30, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 29, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS September 25, 2024)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS July 10, 2025)
  7. Added Form 990-PF for fiscal year 2026 (received by the IRS July 29, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Tuw Raymond I Caspers Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2026 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $27K (2022) → $28K (2026)

Former officers (1)
  • Former: Bank Of America N A (2019–2021) — Trustee

Data from IRS Form 990 filings, 2019–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Bank of America — Trustee: $28KBank of AmericaTrustee$28K

Frequently asked questions about Tuw Raymond I Caspers Charitable Trust

How much does Tuw Raymond I Caspers Charitable Trust give each year?

Tuw Raymond I Caspers Charitable Trust gave $97K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $79K across 2 grants.

How large is Tuw Raymond I Caspers Charitable Trust?

Tuw Raymond I Caspers Charitable Trust reported $1.7M in total assets on its 2026 IRS Form 990-PF. It paid out $108K in qualifying distributions that year, against a required minimum of $95K (roughly 5% of its investment assets).

What is Tuw Raymond I Caspers Charitable Trust?

Tuw Raymond I Caspers Charitable Trust is a private foundation focused on Philanthropy, based in Dallas, TX. It holds $1.7M in total assets as of 2026.

Where does Tuw Raymond I Caspers Charitable Trust operate?

Tuw Raymond I Caspers Charitable Trust has awarded grants in Illinois.

What is Tuw Raymond I Caspers Charitable Trust's EIN?

Tuw Raymond I Caspers Charitable Trust's EIN (Employer Identification Number) is 36-6040158. IRS Form 990 filing data is available on this page for 2019–2026.

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

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