Anna P Stewart - Tes Tr

Foundation · Grantmaker Orlando, FL EIN: 52-6027540
Human services

Anna P Stewart - Tes Tr is a private foundation focused on Human services, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 1 grant totaling $49K. Net investment income was $148K.

Key facts about Anna P Stewart - Tes Tr

In short: Anna P Stewart - Tes Tr gave $49K across 1 grant in 2025 (avg $49K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.

EIN
52-6027540
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$48,577
Grants made (2025)
1
Average grant
$48,577
Median grant
$48,577
Total assets
$1,860,442
Primary geography
District of Columbia (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.9M

+7.8% YoY

Annual Giving

$49K

-50.0% YoY

Grant Count

1

-75.0% YoY

Avg Grant Size

$49K

+100.0% YoY

Under IRS private-foundation payout rules, Anna P Stewart - Tes Tr reported a distributable amount of $162K for 2025 — the minimum it must pay out in qualifying distributions.

How Anna P Stewart - Tes Tr gives

  • Giving fell 83% from 2022 to 2025. Method
  • In 2025 it paid out 36% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 1 itemized 2025 grant dollars.

Cities

WashingtonArlingtonHuntington

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K4 grants20194 grants20200 grants20214 grants20224 grants20234 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Prevention of Blindness Society: $49KPrevention of BlindnessSociety$49K

Grant Size Distribution

13 grants across all recorded years

11<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
PREVENTION OF BLINDNESS SOCIETY Washington, DCGENERAL OPERATING$48,577

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019202020212022202320242025
Metric202520242023
Total Assets$1,860,442$1,725,480$1,703,604
Revenue$157,169$137,593$30,783
Expenses$70,536$115,820$132,522
Qualifying Distributions$58,490$106,660$122,470
Net Investment Income$148,192$127,565$33,627
Distributable Amount$161,974$106,096$97,153

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 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 September 13, 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

Leadership & Key People

Officers and directors from IRS filings

Anna P Stewart - Tes Tr's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2021

    1 hr/week

    $37K (2021) → $17K (2025)

Former officers (1)
  • Former: Truist Bank FKA Suntrust Bank (2019–2020) — Trustee

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 — Trustee: $17KTruist BankTrustee$17K

Frequently asked questions about Anna P Stewart - Tes Tr

How much does Anna P Stewart - Tes Tr give each year?

Anna P Stewart - Tes Tr gave $49K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $97K across 4 grants.

How large is Anna P Stewart - Tes Tr?

Anna P Stewart - Tes Tr reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $162K (roughly 5% of its investment assets).

What is Anna P Stewart - Tes Tr?

Anna P Stewart - Tes Tr is a private foundation focused on Human services, based in Orlando, FL. It holds $1.9M in total assets as of 2025.

Where does Anna P Stewart - Tes Tr operate?

Anna P Stewart - Tes Tr has awarded grants in District of Columbia, Virginia, West Virginia.

What is Anna P Stewart - Tes Tr's EIN?

Anna P Stewart - Tes Tr's EIN (Employer Identification Number) is 52-6027540. IRS Form 990 filing data is available on this page for 2019–2025.

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

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