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John T Opie Charitable Trust No 1 is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1997. The principal officer is Bank Of America Na. It holds total assets of $6.2M. Annual income is reported at $3.2M. Total assets have grown from $4.2M in 2011 to $5.6M 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 2016 to 2023. The foundation primarily funds organizations in Missouri, Massachusetts and Florida. According to available records, John T Opie Charitable Trust No 1 has made 20 grants totaling $1.6M, with a median grant of $60K. Annual giving has decreased from $306K in 2020 to $241K in 2023. Grantmaking activity was highest in 2022 with $712K distributed across 8 grants. Individual grants have ranged from $12K to $178K, with an average award of $78K. The foundation has supported 4 unique organizations. Grants have been distributed to organizations in Florida and Massachusetts and Missouri. Contributions to this foundation are tax-deductible.
Smallest Grant
$18K
Median Grant
$80K
Average Grant
$89K
Largest Grant
$178K
Based on 4 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.
John T Opie Charitable Trust No 1 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in FL, MA, MO.
John T Opie Charitable Trust No 1 has distributed a total of $1.6M across 20 grants. The median grant size is $60K, with an average of $78K. Individual grants have ranged from $12K to $178K.
John T Opie Charitable Trust No 1 typically selects its grantees rather than accepting unsolicited proposals.
John T Opie Charitable Trust No 1 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 | $18K | $0 | $18K |
Total Giving
$267K
Total Assets
$5.6M
Fair Market Value
$6.7M
Net Worth
$5.6M
Grants Paid
$241K
Contributions
N/A
Net Investment Income
$191K
Distribution Amount
$302K
Total Grants
20
Total Giving
$1.6M
Average Grant
$78K
Median Grant
$60K
Unique Recipients
4
Most Common Grant
$125K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Demolay InternationalUNRESTRICTED GENERAL | Kansas City, MO | $12K | 2023 |
| Shriners Hospitals For ChildrenUNRESTRICTED GENERAL | Tampa, FL | $120K | 2023 |
| First Church Of Christ ScientistUNRESTRICTED GENERAL | Boston, MA | $84K | 2023 |
| Masonic Home Of MissouriUNRESTRICTED GENERAL | Columbia, MO | $24K | 2023 |