Bonham Mattie N Trust Ttee
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
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 4 grants of 7 (57%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Meals on Wheels of Jefferson County Inc Charles Town, WV | General Operating | $19,321 |
| Jefferson County Community Ministries Inc Charles Town, WV | General Operating | $19,321 |
| Community Markets Inc Shepherdstown, WV | General Operating | $19,321 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
- 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
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.
Here's the math on researching Bonham Mattie N Trust Ttee by hand.
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