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EIN 30-6311096

Lloyd E and Marceleta Ray Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Dallas
State
Texas
Year formed
2014
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Lloyd E and Marceleta Ray Charitable Trust is a private foundation located in Dallas, TX. It primarily funds unrestricted general programs that benefit various organizations such as Community Foundation Of The Ozarks Inc and others. In the previous year, the trust made two grants to support these causes.
Total revenues
$40,351
2023
Total expenses
$71,049
2023
Total assets
$1,193,319
2023
Num. employees
0
2023

Grants made by Lloyd E and Marceleta Ray Charitable Trust

GranteeGrant descriptionAmount
Community Foundation of the Ozarks (CFO)For Programs That Benefit$25,045
Make-A-Wish Foundation of Missouri and KansasUnrestricted General$25,045

Personnel at Lloyd E and Marceleta Ray Charitable Trust

NameTitleCompensation
Bank of America N AManaging Director$17,780

Financials for Lloyd E and Marceleta Ray Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$31,585
Net rental income$0
Net gain from sale of non-inventory assets$5,412
Gross sales of inventory$0
Miscellaneous revenues$3,354
Total revenues$40,351

Form 990s for Lloyd E and Marceleta Ray Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-16990PFView PDF
2022-122023-04-26990PFView PDF
2021-122022-04-19990PFView PDF
2020-122021-06-17990PFView PDF
2019-122020-08-26990PRView PDF
...and 7 more Form 990s

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J Clifford and Ruth M Kopp Charitable 46v019017Lancaster, PA$188,763
TR Uw Pordway-GeneralDallas, TX$134,643
Barnes Bradley-Nab Library TR UwDallas, TX$116,599
William E and Theresa M Rubert Memorial TrustMalvern, PA$192,528
Taber Scholarship FundDallas, TX$103,666
Ruth K James Trust Under Will Dated 81783Souderton, PA$117,874
Data update history
July 20, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 3, 2023
Updated personnel
Identified 1 new personnel
June 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 7, 2021
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990R for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 653067
Dallas, TX 75265
County
Dallas County, TX
Phone
(888) 866-3275
IRS details
EIN
30-6311096
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2014
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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