Anne M & C Conklin Tr Ua

ORLANDO, FL EIN: 58-6067206

Anne M & C Conklin Tr Ua is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 1 grants totaling $214K. Net investment income was $200K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.1M

-0.8% YoY

Annual Giving

$214K

-2.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$214K

-2.8% YoY

Under IRS private-foundation payout rules, Anne M & C Conklin Tr Ua reported a distributable amount of $251K for 2024 — the minimum it must pay out in qualifying distributions.

About Anne M & C Conklin Tr Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $1.1M (100%)

States

Georgia

Cities

Atlanta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,057,763	$4,090,947	$4,242,400
Revenue	$215,375	$99,000	$-128,580
Expenses	$248,610	$251,055	$280,740
Qualifying Distributions	$231,056	$235,838	$262,904
Net Investment Income	$199,887	$106,137	$65,143
Distributable Amount	$251,246	$229,668	$236,405

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Childrens Healthcare of Atlanta ($214,137).

Recipient	Purpose	Amount
CHILDRENS HEALTHCARE OF ATLANTA ATLANTA, GA	GENERAL OPERATING	$214,137

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$30,838

Frequently Asked Questions

How large is Anne M & C Conklin Tr Ua?

As of 2024, Anne M & C Conklin Tr Ua holds $4.1M in total assets with $215K in annual revenue. It awarded 1 grants totaling $214K in 2024.

Where does Anne M & C Conklin Tr Ua operate?

Anne M & C Conklin Tr Ua has awarded grants in Georgia.

What size grants does Anne M & C Conklin Tr Ua award?

In 2024, Anne M & C Conklin Tr Ua awarded 1 grants totaling $214K — an average of about $214K per grant, based on its IRS Form 990 filings.

How much is Anne M & C Conklin Tr Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Anne M & C Conklin Tr Ua reported a distributable amount of $251K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.