Anne M & C Conklin Tr Ua
ORLANDO, FL EIN: 58-6067206
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$4.1M
-0.8% YoY
Annual Giving
$214K
-2.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$214K
-2.8% YoY
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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
No grants recorded for .
Who else does Anne M & C Conklin Tr Ua fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Georgia $1.1M (100%)
States
Cities
Atlanta
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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