Banks Charitable Fdn-nuveen is a private foundation focused on Education, based in ST PETERSBURG, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 26 grants totaling $49K. Net investment income was $95K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+3.4% YoY
Annual Giving
$49K
-1.4% YoY
Grant Count
26
+44.4% YoY
Avg Grant Size
$2K
-31.7% YoY
Under IRS private-foundation payout rules, Banks Charitable Fdn-nuveen reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.
About Banks Charitable Fdn-nuveen
Based on IRS filings
Banks Charitable Fdn-nuveen is a private foundation focused on Education, based in ST PETERSBURG, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 26 grants totaling $49K. Net investment income was $95K.
Focus Areas
Ready to take the next step with Banks Charitable Fdn-nuveen?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,113,598 | $1,076,701 | $1,072,478 |
| Revenue | $112,375 | $79,102 | $134,272 |
| Expenses | $76,482 | $75,381 | $85,122 |
| Qualifying Distributions | $59,858 | $55,175 | $63,909 |
| Net Investment Income | $95,325 | $59,877 | $115,989 |
| Distributable Amount | $62,335 | $55,860 | $59,886 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
85 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include International Language Programs ($7,670), Brigham Young University ($6,000), The Bountiful Rotary Service ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF IDAHO FOUNDATION MOSCOW, ID | GENERAL OPERATING | $2,000 |
| THE ZAHRA CHARITY SALT LAKE CITY, UT | GENERAL OPERATING | $3,000 |
| SOLANA BEACH SCHOOLS FOUNDATION SOLANA BEACH, CA | GENERAL OPERATING | $900 |
| OLD MILL ELEMENTARY HEBER CITY, UT | UNRESTRICTED GRANT | $500 |
| UTAH SOCCER ALLIANCE RECREATION SOUTH JORDAN, UT | GENERAL OPERATING | $1,500 |
| UNDERSERVED GLOBAL HUMANITARIAN SANDY, UT | GENERAL OPERATING | $500 |
| OLATHE HIGH SCHOOL OLATHE, CO | GENERAL OPERATING | $4,000 |
| GLOBAL PROSPERITY AND PEACE SARATOGA SPRINGS, UT | GENERAL OPERATING | $1,000 |
| UTAH ATHLETIC FOUNDATION DBA PARK CITY, UT | GENERAL OPERATING | $1,000 |
| GREEN GUMMY BEAR INC CENTERVILLE, UT | GENERAL SUPPORT | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EUGENE W BANKS | ADVISOR | 2 | — |
| EVELYN BANKS | ADVISOR | 2 | — |
| RAYMOND JAMES | TRUSTEE | 1 | $16,597 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Banks Charitable Fdn-nuveen?
Banks Charitable Fdn-nuveen is a private foundation focused on Education, based in ST PETERSBURG, FL. It holds $1.1M in total assets as of 2024.
How large is Banks Charitable Fdn-nuveen?
As of 2024, Banks Charitable Fdn-nuveen holds $1.1M in total assets with $112K in annual revenue. It awarded 26 grants totaling $49K in 2024.
Where does Banks Charitable Fdn-nuveen operate?
Banks Charitable Fdn-nuveen has awarded grants in California, Colorado, Florida, Hawaii, Iowa, Idaho, Illinois, Texas, Utah, Washington.
What size grants does Banks Charitable Fdn-nuveen award?
In 2024, Banks Charitable Fdn-nuveen awarded 26 grants totaling $49K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Banks Charitable Fdn-nuveen required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Banks Charitable Fdn-nuveen reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Banks Charitable Fdn-nuveen's EIN?
Banks Charitable Fdn-nuveen's EIN (Employer Identification Number) is 20-3945115. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Banks Charitable Fdn-nuveen's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Sorenson Legacy Foundation
MIDVALE, UT
Assets
—
Grants
266
Total Given
$28.0M
Theodore & Elizabeth Schmidt Family
SALT LAKE CITY, UT
Assets
$2.1M
Grants
29
Total Given
$145K
Dominion Energy Charitable Foundation
RICHMOND, VA
Assets
—
Grants
773
Total Given
$16.4M
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
University Impact
PROVO, UT
Assets
$384.7M
Grants
317
Total Given
$42.3M
The Community Foundation of Utah
SALT LAKE CITY, UT
Assets
$190.4M
Grants
299
Total Given
$60.0M
Ge Aerospace Foundation
NORWALK, CT
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
Cambia Health Foundation
PORTLAND, OR
Assets
$100.6M
Grants
31
Total Given
$2.7M
More Funders in Florida
Data last updated April 2026. Sourced from IRS Form 990-PF filings.