Bonham Mattie N Trust Ttee

Private foundation · Grantmaker Orlando, FL EIN: 54-6069241

Bonham Mattie N Trust Ttee is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 3 grants totaling $58K. Net investment income was $79K.

Key facts about Bonham Mattie N Trust Ttee

In short: Bonham Mattie N Trust Ttee gave $58K across 3 grants in 2025 (avg $19K), mostly in West Virginia. Source: 2025 IRS Form 990-PF.

EIN
54-6069241
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$57,963
Grants made (2025)
3
Average grant
$19,321
Median grant
$19,321
Total assets
$1,307,952
Primary geography
West Virginia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.3M

+3.7% YoY

Annual Giving

$58K

+10.6% YoY

Grant Count

3

+200.0% YoY

Avg Grant Size

$19K

-63.1% YoY

Under IRS private-foundation payout rules, Bonham Mattie N Trust Ttee reported a distributable amount of $124K for 2025 — the minimum it must pay out in qualifying distributions.

How Bonham Mattie N Trust Ttee gives

  • Giving fell 51% from 2022 to 2025. Method
  • In 2025 it paid out 67% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

Cities

RansonCharles TownShepherdstown

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $26K (2021) to $174K (2023). In 2025 it made 3 grants totaling $58K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Meals on Wheels of Jefferson County Inc: $19KMeals on Wheels of JeffersonCounty Inc$19KJefferson County Community Ministries Inc: $19KJefferson County CommunityMinistries Inc$19KCommunity Markets Inc: $19KCommunity Markets Inc$19K

The largest 2025 recipient was Meals on Wheels of Jefferson County Inc ($19K). Together the top 3 received $58K.

Grant Size Distribution

7 grants across all recorded years

4<$50K1$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 7 (57%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Meals on Wheels of Jefferson County Inc Charles Town, WVGeneral Operating$19,321
Jefferson County Community Ministries Inc Charles Town, WVGeneral Operating$19,321
Community Markets Inc Shepherdstown, WVGeneral Operating$19,321

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,307,952$1,260,748$1,243,376
Revenue$85,736$83,957$729
Expenses$90,974$67,050$197,000
Qualifying Distributions$83,003$61,046$184,454
Net Investment Income$79,299$77,812$30,299
Distributable Amount$123,761$66,612$182,465

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2022)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  4. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  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 28, 2025)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Bonham Mattie N Trust Ttee's only listed officer is Truist Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2020

    2 hrs/week

    $19K (2020) → $12K (2025)

Data from IRS Form 990 filings, 2020–2025. "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: $12KTruist BankTrustee$12K

The highest reported compensation on the 2025 filing was $12K, to Truist Bank (Trustee).

Frequently asked questions about Bonham Mattie N Trust Ttee

How much does Bonham Mattie N Trust Ttee give each year?

Bonham Mattie N Trust Ttee gave $58K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 1 grant.

What is Bonham Mattie N Trust Ttee's typical grant size?

Bonham Mattie N Trust Ttee's median grant in 2025 was $19,321, and its average grant was $19,321, across 3 grants on its 2025 IRS Form 990-PF.

Where does Bonham Mattie N Trust Ttee give grants?

Bonham Mattie N Trust Ttee gives mostly in West Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Charles Town, WV (2 grants).

Does Bonham Mattie N Trust Ttee give general operating support?

Yes: 100% of Bonham Mattie N Trust Ttee's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Bonham Mattie N Trust Ttee?

Bonham Mattie N Trust Ttee reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $124K (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 Bonham Mattie N Trust Ttee's EIN?

Bonham Mattie N Trust Ttee's EIN (Employer Identification Number) is 54-6069241. IRS Form 990 filing data is available on this page for 2020–2025.

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

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