Arbaugh Family Charitable Trust

Private foundation · Grantmaker Venice, FL EIN: 35-6865820

Arbaugh Family Charitable Trust is a private foundation, based in Venice, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $48K in total assets. In 2024, it awarded 1 grant totaling $6K. Net investment income was $8K.

Key facts about Arbaugh Family Charitable Trust

In short: Arbaugh Family Charitable Trust gave $6K across 1 grant in 2024 (avg $6K), mostly in West Virginia. Source: 2024 IRS Form 990-PF.

EIN
35-6865820
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$5,500
Grants made (2024)
1
Average grant
$5,500
Median grant
$5,500
Total assets
$48,464
Primary geography
West Virginia (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$48K

-4.9% YoY

Annual Giving

$6K

-8.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$6K

-8.3% YoY

Under IRS private-foundation payout rules, Arbaugh Family Charitable Trust reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

How Arbaugh Family Charitable Trust gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 121% of its IRS minimum distribution (the 5% rule). 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

2states

Share of the 2024 grant dollars on its one itemized grant.

Cities

WheelingTraverse City

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2019 to 2024, annual grant giving ranged from $5K (2019) to $6K (2023). In 2024 it made 1 grant totaling $6K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

The Linsly School: $6KThe Linsly School$6K

The largest 2024 recipient was The Linsly School ($6K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Linsly School Wheeling, WVEducational$5,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K2019 2020 2021 2022 2023 2024
Metric202420232022
Total Assets$48,464$50,940$52,493
Revenue$7,564$7,473$4,192
Expenses$7,204$7,558$6,685
Qualifying Distributions$7,204$7,500$6,650
Net Investment Income$7,564$7,473$4,192
Distributable Amount$5,973$5,099$5,536

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 August 6, 2020)
  2. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Arbaugh Family Charitable Trust is led by Edward V Arbaugh III, Trustee on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Edward V Arbaugh III

    Trustee

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Arbaugh Family Charitable Trust

How much does Arbaugh Family Charitable Trust give each year?

Arbaugh Family Charitable Trust gave $6K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $6K across 1 grant.

How large is Arbaugh Family Charitable Trust?

Arbaugh Family Charitable Trust reported $48K in total assets on its 2024 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).

Where does Arbaugh Family Charitable Trust operate?

Arbaugh Family Charitable Trust has awarded grants in Michigan, West Virginia.

What is Arbaugh Family Charitable Trust's EIN?

Arbaugh Family Charitable Trust's EIN (Employer Identification Number) is 35-6865820. IRS Form 990 filing data is available on this page for 2019–2024.

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

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