Tua Charlotte D Searle Chrtbl Tr

DALLAS, TX EIN: 59-7276206

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$6.5M

+2.5% YoY

Annual Giving

$352K

+14.7% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$176K

+14.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$358K$715K$1M$1M20212022202320242025
Metric202520242023
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

$0$88K$176K$264K$352K2 grants20212 grants20222 grants20232 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

JOHNS HOPKINS ALL CHILDR…$176KFL ORCHESTRA GUILD OF ST…$176K

Grant Size Distribution

10 grants across all recorded years

<$50K$50–100K10$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Tua Charlotte D Searle Chrtbl Tr fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$84K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$84,077

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

St Petersburg

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

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