Anne M & C Conklin Tr UA

Private foundation · Grantmaker 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 2019 through 2025. As of 2025, the organization holds $4.1M in total assets. In 2025, it awarded 1 grant totaling $234K. Net investment income was $279K.

Key facts about Anne M & C Conklin Tr UA

In short: Anne M & C Conklin Tr UA gave $234K across 1 grant in 2025 (avg $234K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

EIN
58-6067206
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$234,327
Grants made (2025)
1
Average grant
$234,327
Median grant
$234,327
Total assets
$4,080,985
Primary geography
Georgia (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

$4.1M

+0.6% YoY

Annual Giving

$234K

+9.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$234K

+9.4% YoY

Under IRS private-foundation payout rules, Anne M & C Conklin Tr UA reported a distributable amount of $262K for 2025 — the minimum it must pay out in qualifying distributions.

How Anne M & C Conklin Tr UA gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 96% 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.

Your AI grants department

Ready to take the next step with Anne M & C Conklin Tr UA?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Atlanta

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $177K (2019) to $247K (2022). In 2025 it made 1 grant totaling $234K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Childrens Healthcare of Atlanta: $234KChildrens Healthcare ofAtlanta$234K

The largest 2025 recipient was Childrens Healthcare of Atlanta ($234K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Childrens Healthcare of Atlanta Atlanta, GAGeneral Operating$234,327

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$4,080,985$4,057,763$4,090,947
Revenue$295,430$215,375$99,000
Expenses$272,301$248,610$251,055
Qualifying Distributions$251,986$231,056$235,838
Net Investment Income$279,197$199,887$106,137
Distributable Amount$262,110$251,246$229,668

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 April 25, 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

Anne M & C Conklin Tr UA'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

    $33K (2021) → $32K (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: $32KTruist BankTrustee$32K

The highest reported compensation on the 2025 filing was $32K, to Truist Bank (Trustee).

Frequently asked questions about Anne M & C Conklin Tr UA

How much does Anne M & C Conklin Tr UA give each year?

Anne M & C Conklin Tr UA gave $234K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $214K across 1 grant.

How large is Anne M & C Conklin Tr UA?

Anne M & C Conklin Tr UA reported $4.1M in total assets on its 2025 IRS Form 990-PF. It paid out $252K in qualifying distributions that year, against a required minimum of $262K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Anne M & C Conklin Tr UA operate?

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

What is Anne M & C Conklin Tr UA's EIN?

Anne M & C Conklin Tr UA's EIN (Employer Identification Number) is 58-6067206. 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.

Your AI grants department

Here's the math on researching Anne M & C Conklin Tr UA by hand.

Explore Open Grants

Browse active grant opportunities in Anne M & C Conklin Tr UA's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Florida

August Fifth Foundation Inc

Atlanta, GA

The August Fifth Foundation supports charitable organizations, including those focused on hunger and food security, faith, health, education, culture, and employment resources. Its 2025 grants ranged from $250 to $21,000, with a median of $1,125, and 91% of grant dollars went to Georgia recipients. It accepts written materials from 501(c)(3) public charities; no deadline is listed.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1M

Grants

20

Total Given

$56K

The Thomas Edwin Greenbaum Charitable

Ft Lauderdale, FL

The Thomas Edwin Greenbaum Charitable supports pediatric cancer research and care, music, and children’s education, with grants also reaching medical and community services. Its 2024 grants ranged from $100 to $16,260, with a median of $1,091, and its stated service areas are Atlanta, Denver, and Fort Lauderdale. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$613K

Grants

24

Total Given

$96K

Children's Tumor Foundation

New York, NY

The Children’s Tumor Foundation funds research, clinical investigations, and research networks focused on neurofibromatosis and schwannomatosis. In 2024, its 50 grants ranged from $5,095 to $449,795, with a median of about $39,800, and went to organizations in multiple states. It offers applications through specific award programs; the profile does not state whether it accepts unsolicited requests.

Medical Research

Assets

$30.7M

Grants

50

Total Given

$4.2M

Graham Family Foundation Inc

Atlanta, GA

The foundation supports education, health and medical research, human-animal programs, anti-bullying work, and seniors’ independence, with grants to organizations in Georgia and other states; 66% of its 2025 grant dollars went to Georgia. Its 2025 grants ranged from $500 to $102,000, with a median of $5,000. It funds preselected organizations only and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$8.3M

Grants

24

Total Given

$259K

Fraser-Parker Foundation

Atlanta, GA

The Fraser-Parker Foundation supports a broad range of charitable organizations, including schools, higher education, arts, trails, and community and human services, with most of its giving in Georgia. In 2024, grants ranged from $25,000 to $1.5 million, with a median of $100,000. It accepts no unsolicited funding requests and gives only to preselected organizations.

Assets

$219.1M

Grants

40

Total Given

$8.3M

Oneoc

Santa Ana, CA

ONEOC’s 2024 grants supported health, human services, and food-related work, with most funding going to California organizations, particularly in Orange County; grants ranged from $5,500 to $325,132, with a median of $17,000. The profile does not state whether ONEOC accepts unsolicited grant requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$7.9M

Grants

56

Total Given

$1.9M

Piedmont Charitable Foundation Inc

Atlanta, GA

The foundation funds education, human services, youth development, healthcare, arts and culture, and environmental work, primarily in Georgia, with some support in Virginia and other states. Its 2025 grants ranged from $500 to $45,000, with a median of $5,000. It accepts requests by letter with supporting materials and a taxpayer ID number; awards are decided by the board.

Assets

$6.6M

Grants

43

Total Given

$411K

Cystic Fibrosis Foundation

Bethesda, MD

The Cystic Fibrosis Foundation funds cystic fibrosis research, drug development, specialized care, and related community and patient-support programs, primarily through opportunities for academic and industry investigators. Its 2024 grants ranged from $2,800 to $12.9 million, with a median grant of about $150,000; the profile does not specify a geographic limit or whether it accepts unsolicited requests.

Diseases, Disorders & Medical Disciplines

Assets

$5.0B

Grants

624

Total Given

$189.6M

John Huland Carmical Foundation Inc

Atlanta, GA

Philanthropy, Voluntarism & Grantmaking

Assets

$4.8M

Grants

1

Total Given

$160K

Children's HC Wardlaw Tr

Orlando, FL

Assets

$186K

Grants

1

Total Given

$9K

Publix Super Markets Charities Inc

Lakeland, FL

Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.

Assets

$233.8M

Grants

3,269

Total Given

$52.5M

The Community Foundation for Northeast Florida Inc

Jacksonville, FL

The Community Foundation for Northeast Florida supports nonprofits and civic work in Duval, St. Johns, Nassau, Baker, Clay, and Putnam counties, with interests including neighborhoods, education, aging adults, arts, women and girls, young children, and early literacy. Its 2024 grants had a median of $5,000, though amounts varied widely; most donor-advised grants are not open to applications, but eligible nonprofits can apply through competitive programs when application windows are open.

Philanthropy, Voluntarism & Grantmaking

Assets

$708.7M

Grants

2,470

Total Given

$78.0M

More Funders in Florida

Anne M & C Conklin Tr UA down — hundreds of funders to go?

Want AI to do this for you?