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HATRY DOROTHY & LOUIS CHAR TR

DALLAS, TX 766204688

The Hatry Dorothy & Louis Charitable Trust, based in Dallas, Texas, supports education and health initiatives, particularly in Connecticut and Tennessee, with assets of $1.72 million and co-managed by Bank of America N.A. and Mr. Gerald A. Joseloff, Esq.

Overview

About HATRY DOROTHY & LOUIS CHAR TR

The Hatry Dorothy & Louis Charitable Trust is a foundation based in Dallas, Texas, with assets totaling approximately $1.72 million. The trust focuses on funding initiatives in the areas of education and health, particularly concerning diseases and conditions. In the most recent fiscal period, the trust reported expenses of $106,754 and revenue of $91,198. The trust supports projects in various cities, including Hartford, Memphis, Storrs Mansfield, West Hartford, and Windsor, primarily in the states of Connecticut and Tennessee. The trust is co-managed by Bank of America N.A. and Mr. Gerald A. Joseloff, Esq., who receive compensations of $27,527 and $9,634, respectively, for their roles as co-trustees.

Focus Areas

EducationHealthDiseases and conditions

Geographic Focus

CTTN
Application Status

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Success Rates

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Average Grant Size

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Sample Match Score

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87%
Excellent compatibility match
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Key Statistics
Total Assets $1.7M
Total Awarded This Year $66K
Average Grant Size $13K
Total Grants (Previous Year) 1,237
Open to New Applicants
false
% New Applicants Funded
0%
Contact Information
DALLAS, TX US
Geographic Funding Distribution

Financials

Total Assets
$1,719,903

in 2024, compared to $1,736,289 in 2023

Annual Grants
$65,675

5 grants awarded in 2024

Program Expenses
85%

Of total expenses go to programs

Annual Grant Distribution
Revenue vs Expenses
Assets Over Time

Grants

Grant Awards
15 grants found
Amount
Recipient
Purpose Location
Year
$19,784 KINGSWOOD OXFORD SCHOOL INC
UNRESTRICTED GENERAL
170 KINGSWOOD ROAD WEST HARTFRD, CT US 2023
$19,784 EASTER SEALS CAPITAL REGION & EASTERN CT
UNRESTRICTED GENERAL
100 DEERFIELD ROAD WINDSOR, CT US 2023
$19,784 UNIVERSITY OF CT HEALTH CENTER
FOR THE DIRECT CARE OF
2390 ALUMNI DRIVE UNIT 3206 STORRS MANFIELD, CT US 2023
$19,784 CMCC -CONNECTICUT CHILDREN'S MEDICAL CTR
UNRESTRICTED GENERAL
282 WASHINGTON STREET HARTFORD, CT US 2023
$19,784 ST JUDE CHILDREN'S RESEARCH HOSPITAL
FOR THE CARE OF CHILDREN
501 SAINT JUDE PLACE MEMPHIS, TN US 2023
$17,407 KINGSWOOD OXFORD SCHOOL INC
UNRESTRICTED GENERAL
170 KINGSWOOD ROAD WEST HARTFRD, CT US 2022
$17,407 EASTER SEALS CAPITAL REGION & EASTERN CT
UNRESTRICTED GENERAL
100 DEERFIELD ROAD WINDSOR, CT US 2022
$17,407 UNIV OF CONN HLTH CTR
FOR THE DIRECT CARE OF
2390 ALUMNI DR UNIT 3206 STORRS MANFLD, CT US 2022
$17,407 CONNECTICUT CHILDREN'S MEDICAL CENTER
UNRESTRICTED GENERAL
282 WASHINGTON STREET HARTFORD, CT US 2022
$17,407 ST JUDE CHILDRENS RESEARCH
FOR THE CARE OF CHILDREN
501 SAINT JUDE PL MEMPHIS, TN US 2022
Only the first 10 grants are currently displayed out of 15 total

People

Leadership & Staff

Compensation data from most recent available 990 forms

BOANA

BANK OF AMERICA N A

CO - TRUSTEE

$31,041 2022
BOANA

BANK OF AMERICA N A

CO - TRUSTEE

$28,466 2023
BOANA

BANK OF AMERICA N A

CO - TRUSTEE

$27,527 2024
MGAJE

MR GERALD A JOSELOFF ESQ

CO - TRUSTEE

$10,922 2022
MGAJE

MR GERALD A JOSELOFF ESQ

CO - TRUSTEE

$9,994 2023
Showing 5 of 6 leadership and staff members

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Financial data sourced from IRS 990 forms via ProPublica Nonprofit Explorer

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Last updated on December 15, 2024