Avis Charitable Trust UA Dated 122799
Avis Charitable Trust UA Dated 122799 is a private foundation, based in Naples, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 8 grants totaling $52K. Net investment income was $20K.
Avis Charitable Trust UA Dated 122799 at a glance
In short: Avis Charitable Trust UA Dated 122799 gave $52K across 8 grants in 2025 (avg $7K), top state Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $52,400
- -7.3% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $6,550
- -7.3% vs 2024
- Median grant
- $7,500
- Total assets
- $1,023,369
- -9.9% vs 2024
- Primary geography
- Virginia (40% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Avis Charitable Trust UA Dated 122799 funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Covenant College ($15K). Together the top 8 received $52K.
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 32 grants of 34 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Avis Charitable Trust UA Dated 122799 gives
- Giving fell 71% from 2022 to 2025. Method
- In 2025 it paid out 80% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $20K (2019) to $184K (2022). In 2025 it made 8 grants totaling $52K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Covenant College Lookout Mountain, GA | Religious or Charitable Purposes | $15,000 |
| Alive Alexandria, VA | Religious or Charitable Purposes | $10,000 |
| Grace Charitable Foundation Lynchburg, VA | Religious or Charitable Purposes | $10,000 |
| Green Tree Community Church St. Louis, MO | Religious or Charitable Purposes | $10,000 |
| David Lawrence Center Naples, FL | Religious or Charitable Purposes | $5,000 |
| Peoria Historical Society Peoria, IL | Religious or Charitable Purposes | $1,000 |
| Prison Fellowship Lansdowne, VA | Religious or Charitable Purposes | $1,000 |
| Bellefontaine Cemetary St. Louis, MO | Religious or Charitable Purposes | $400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,023,369 | $-46,993 | $64,953 | $52,400 | 8 | $52,400 | $20,498 | $65,721 |
| 2024 | $1,135,315 | $49,130 | $68,227 | $56,500 | 8 | $56,500 | $37,403 | $64,474 |
| 2023 | $1,154,412 | $17,857 | $105,476 | $90,000 | 9 | $90,000 | $16,265 | $60,922 |
| 2022 | $1,242,031 | $1,083,360 | $191,282 | $183,500 | 6 | $183,500 | $75,578 | $35,735 |
| 2021 | $349,953 | $64,937 | $31,834 | $27,500 | 3 | $27,500 | $60,603 | $26,282 |
| 2020 | $316,850 | $12,722 | $38,599 | $36,600 | 5 | — | $10,723 | $21,731 |
| 2019 | $342,727 | $32,320 | $21,360 | $20,000 | 2 | — | $30,960 | $19,704 |
Under IRS private-foundation payout rules, Avis Charitable Trust UA Dated 122799 reported a distributable amount of $66K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Avis Charitable Trust UA Dated 122799 is led by Mary A. Pendleton, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Mary A. Pendleton
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Former officers (1)
- Former: Robert G. Avis (2019) — 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.
Frequently asked questions about Avis Charitable Trust UA Dated 122799
How much does Avis Charitable Trust UA Dated 122799 give each year?
Avis Charitable Trust UA Dated 122799 gave $52K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $57K across 8 grants.
What is Avis Charitable Trust UA Dated 122799's typical grant size?
Avis Charitable Trust UA Dated 122799's median grant in 2025 was $7,500, and its average grant was $6,550, across 8 grants on its 2025 IRS Form 990-PF.
Where does Avis Charitable Trust UA Dated 122799 give grants?
Avis Charitable Trust UA Dated 122799's top state is Virginia, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Georgia (29%) and Missouri (20%). The most frequent recipient cities were St. Louis, MO (2 grants).
Who are Avis Charitable Trust UA Dated 122799's largest grantees?
Avis Charitable Trust UA Dated 122799's largest 2025 grantees include Covenant College ($15,000), Alive ($10,000) and Grace Charitable Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is Avis Charitable Trust UA Dated 122799?
Avis Charitable Trust UA Dated 122799 reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $66K (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.
What is Avis Charitable Trust UA Dated 122799's EIN?
Avis Charitable Trust UA Dated 122799's EIN (Employer Identification Number) is 43-6838120. 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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 4, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 18, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Avis Charitable Trust UA Dated 122799 funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Avis Charitable Trust UA Dated 122799's focus areas in our free grants database
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