Aleta Carl Elste-Charitable Trust

Private foundation · Grantmaker Orlando, FL EIN: 23-6734079

Aleta Carl Elste-Charitable Trust is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $597K in total assets. In 2025, it awarded 4 grants totaling $31K. Net investment income was $30K.

Aleta Carl Elste-Charitable Trust at a glance

In short: Aleta Carl Elste-Charitable Trust gave $31K across 4 grants in 2025 (avg $8K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$31,483
+1.6% vs 2024
Grants made (2025)
4
+0.0% vs 2024
Average grant
$7,871
+1.6% vs 2024
Median grant
$7,871
Total assets
$597,279
-2.0% vs 2024
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who Aleta Carl Elste-Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Zion Lutheran Church: $13KZion Lutheran Church$13KDegenstein Community Library: $9KDegenstein Community Library$9KGreater Susquehanna Valley YMCA: $6KGreater Susquehanna ValleyYMCA$6KCentral Susquehanna Community Foundation: $3KCentral Susquehanna CommunityFoundation$3K

The largest 2025 recipient was Zion Lutheran Church ($13K). Together the top 4 received $31K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

SunburyBerwick

How Aleta Carl Elste-Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 119% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K4 grants2019 4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $30K (2019) to $31K (2025). In 2025 it made 4 grants totaling $31K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Zion Lutheran Church Sunbury, PAGeneral Operating$12,593
Degenstein Community Library Sunbury, PAGeneral Operating$9,445
Greater Susquehanna Valley YMCA Sunbury, PAGeneral Operating$6,297
Central Susquehanna Community Foundation Berwick, PAGeneral Operating$3,148
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$597,279$38,379$50,585$31,4834$41,088$29,975$34,481
2024$609,499$55,767$41,728$30,9874$37,057$50,986$33,384
2023$595,254$-15,944$42,878$30,9164$36,839$7,394$30,983
2022$654,188$28,471$46,196$31,3174$37,605$21,716$32,294
2021$671,892$90,891$46,558$31,0834$38,229$83,478$36,809
2020$627,415$41,113$42,358$30,0184—$34,852$32,061
2019$628,925$19,995$41,964$29,5954—$4,997$32,275

Under IRS private-foundation payout rules, Aleta Carl Elste-Charitable Trust reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Aleta Carl Elste-Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Robert E. Diehl Esq.

    Co-Trustee

    Co-Trustee & Esquire → Co-Trustee, 2021

    On filings since 2020

    1 hr/week

    $4K (2020) → $5K (2025)

  • Truist Bank

    Co-Trustee

    On filings since 2021

    1 hr/week

    $10K (2021) → $11K (2025)

Former officers (1)
  • Former: Branch Banking AND Trust Company (2019–2020) — Trustee & Part-Time

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Truist Bank — Co-Trustee: $11KTruist BankCo-Trustee$11KRobert E Diehl ESQ — Co-Trustee: $5KRobert E Diehl ESQCo-Trustee$5K

The highest reported compensation on the 2025 filing was $11K, to Truist Bank (Co-Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Aleta Carl Elste-Charitable Trust

How much does Aleta Carl Elste-Charitable Trust give each year?

Aleta Carl Elste-Charitable Trust gave $31K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 4 grants.

What is Aleta Carl Elste-Charitable Trust's typical grant size?

Aleta Carl Elste-Charitable Trust's median grant in 2025 was $7,871, and its average grant was $7,871, across 4 grants on its 2025 IRS Form 990-PF.

Where does Aleta Carl Elste-Charitable Trust give grants?

Aleta Carl Elste-Charitable Trust gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sunbury, PA (3 grants).

Does Aleta Carl Elste-Charitable Trust give general operating support?

Yes: 100% of Aleta Carl Elste-Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Aleta Carl Elste-Charitable Trust?

Aleta Carl Elste-Charitable Trust reported $597K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).

What is Aleta Carl Elste-Charitable Trust's EIN?

Aleta Carl Elste-Charitable Trust's EIN (Employer Identification Number) is 23-6734079. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 17, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Aleta Carl Elste-Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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