Andrew Laird Testamentary Trust

FRANKFORT, IN EIN: 35-6016337

Andrew Laird Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FRANKFORT, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $410K in total assets. In 2024, it made $5K in qualifying distributions. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$410K

+7.0% YoY

Revenue

$43K

+133.2% YoY

Qualifying Distributions

$5K

+16.3% YoY

Expenses

$10K

+16.3% YoY

Under IRS private-foundation payout rules, Andrew Laird Testamentary Trust reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Andrew Laird Testamentary Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Andrew Laird Testamentary Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $2K (100%)

States

Indiana

Cities

Frankfort

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$409,596	$382,809	$381,321
Revenue	$43,072	$18,471	$17,362
Expenses	$9,639	$8,289	$8,076
Qualifying Distributions	$4,820	$4,144	$4,038
Net Investment Income	$16,435	$12,730	$11,384
Distributable Amount	$28,310	$25,549	$26,357

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
THE FARMERS BANK	TRUSTEE	2	$8,014

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Andrew Laird Testamentary Trust?

Andrew Laird Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FRANKFORT, IN. It holds $410K in total assets as of 2024.

How large is Andrew Laird Testamentary Trust?

As of 2024, Andrew Laird Testamentary Trust holds $410K in total assets with $43K in annual revenue.

Where does Andrew Laird Testamentary Trust operate?

Andrew Laird Testamentary Trust has awarded grants in Indiana.

How much is Andrew Laird Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Andrew Laird Testamentary Trust reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Andrew Laird Testamentary Trust's EIN?

Andrew Laird Testamentary Trust's EIN (Employer Identification Number) is 35-6016337. IRS Form 990 filing data is available on this page for 2019–2024.