Aleta Carl Elste-charitable Trust

ORLANDO, FL EIN: 23-6734079

Aleta Carl Elste-charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $609K in total assets. In 2024, it awarded 4 grants totaling $31K. Net investment income was $51K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$609K

+2.4% YoY

Annual Giving

$31K

+0.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

+0.2% YoY

Under IRS private-foundation payout rules, Aleta Carl Elste-charitable Trust reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.

About Aleta Carl Elste-charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $154K (100%)

States

Pennsylvania

Cities

BerwickSunbury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$609,499	$595,254	$654,188
Revenue	$55,767	$-15,944	$28,471
Expenses	$41,728	$42,878	$46,196
Qualifying Distributions	$37,057	$36,839	$37,605
Net Investment Income	$50,986	$7,394	$21,716
Distributable Amount	$33,384	$30,983	$32,294

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Zion Lutheran Church ($12,395), Degenstein Community Library ($9,296), Greater Susquehanna Valley Ymca ($6,197).

Recipient	Purpose	Amount
GREATER SUSQUEHANNA VALLEY YMCA SUNBURY, PA	GENERAL OPERATING	$6,197
CENTRAL SUSQUEHANNA COMMUNITY FOUNDATION BERWICK, PA	GENERAL OPERATING	$3,099
DEGENSTEIN COMMUNITY LIBRARY SUNBURY, PA	GENERAL OPERATING	$9,296
ZION LUTHERAN CHURCH SUNBURY, PA	GENERAL OPERATING	$12,395

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	CO-TRUSTEE	1	$6,092
ROBERT E DIEHL ESQ	CO-TRUSTEE	1	$3,047

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Aleta Carl Elste-charitable Trust?

Aleta Carl Elste-charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $609K in total assets as of 2024.

How large is Aleta Carl Elste-charitable Trust?

As of 2024, Aleta Carl Elste-charitable Trust holds $609K in total assets with $56K in annual revenue. It awarded 4 grants totaling $31K in 2024.

Where does Aleta Carl Elste-charitable Trust operate?

Aleta Carl Elste-charitable Trust has awarded grants in Pennsylvania.

What size grants does Aleta Carl Elste-charitable Trust award?

In 2024, Aleta Carl Elste-charitable Trust awarded 4 grants totaling $31K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Aleta Carl Elste-charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Aleta Carl Elste-charitable Trust reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.