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Brooks Osborn Bishop Fam Charitable Trust is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2017. The principal officer is Us Trust Bank Of America Pwm. It holds total assets of $812K. Annual income is reported at $227K. Total assets have decreased from $1.3M in 2019 to $984K in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Massachusetts, New York and Florida. According to available records, Brooks Osborn Bishop Fam Charitable Trust has made 23 grants totaling $750K, with a median grant of $10K. Annual giving has grown from $150K in 2020 to $220K in 2023. Grantmaking activity was highest in 2022 with $280K distributed across 12 grants. Individual grants have ranged from $5K to $175K, with an average award of $33K. The foundation has supported 9 unique organizations. Grants have been distributed to organizations in Florida and New York and Massachusetts. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$5K
Average Grant
$50K
Largest Grant
$140K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Brooks Osborn Bishop Fam Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 23 grants. Its grantmaking reaches organizations primarily in FL, NY, MA.
Brooks Osborn Bishop Fam Charitable Trust has distributed a total of $750K across 23 grants. The median grant size is $10K, with an average of $33K. Individual grants have ranged from $5K to $175K.
Brooks Osborn Bishop Fam Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Brooks Osborn Bishop Fam Charitable Trust is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $14K | $0 | $14K |
Total Giving
$237K
Total Assets
$984K
Fair Market Value
$2.8M
Net Worth
$984K
Grants Paid
$220K
Contributions
N/A
Net Investment Income
$149K
Distribution Amount
$136K
Total: $959K
Total Grants
23
Total Giving
$750K
Average Grant
$33K
Median Grant
$10K
Unique Recipients
9
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boys And Girls Clubs Of Palm BeachUNRESTRICTED GENERAL | West Palm Beach, FL | $175K | 2023 |
| Palm Beach Day Academy IncUNRESTRICTED GENERAL | Palm Beach, FL | $20K | 2023 |
| Fresh RxUNRESTRICTED GENERAL | Boynton Beach, FL | $10K | 2023 |
| Jdrf Southern Florida ChapterUNRESTRICTED GENERAL | Naples, FL | $5K | 2023 |
| First Serve UsaUNRESTRICTED GENERAL | West Palm Beach, FL | $5K | 2023 |
| Adirondack FoundationUNRESTRICTED GENERAL | Lake Placid, NY | $5K | 2023 |
| Ausable Club Reservation FoundationUNRESTRICTED GENERAL | Keene Valley, NY | $5K | 2022 |
| The Everglades FoundationUNRESTRICTED GENERAL | Palmetto Bay, FL | $5K | 2022 |
| Middlesex SchoolUNRESTRICTED GENERAL | Concord, MA | $5K | 2020 |