Private foundation (trust)EIN 201785937Est. 2004-12

ANNE C & JOSEPH A

DALLAS, TX 75229

Total Assets

$4.2M

FY 2024

Annual Giving

$130K

FY 2024

Grants Made

21

FY 2024

Avg Grant

$6K

FY 2024

Grant Range

$500–$16K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$190K

Total Expenses

$254K

Qualifying Distributions

$179K

Distributable Amount

$202K

Min. Investment Return

$204K

Payout rate 88%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.88%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

21 grants

Grant sizes from minimum $500 through median $5K to maximum $16K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $2.1M in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

113 grants

SLICKER ENTERPRISE FOUNDATION
$2.0M
2 grants
EPISCOPAL SCHOOL OF DALLAS
$64K
5 grants
WIPE OUT KIDS CANCER
$60K
4 grants
ROTARY FOUNDATION
$55K
1 grant
TIBETAN CENTER COMPASSION & WISDOM
$50K
5 grants
NATURAL WAKEFULNESS CENTER
$45K
4 grants
PLANNED PARENTHOOD
$40K
5 grants
PARKINSON'S RECOVERY PROJECT
$30K
3 grants

Grant Size Distribution

113 grants

<$10K
99
grants
$10–50K
12
grants
$50–250K
1
grants
$250K–1M
$1–5M
1
grants
$5M+

Geographic Focus

14 states

Delaware
$2.0M
74% of total
Texas
$322K
12% of total
California
$183K
7% of total
New York
$62K
2% of total
Illinois
$55K
2% of total
Michigan
$33K
1% of total
North Carolina
$15K
1% of total
Oklahoma
$10K
0% of total
Virginia
$6K
0% of total
Alabama
$5K
0% of total

+4 more states

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ANNE C & JOSEPH A — Grants, Financials & Contact | Grantivo