Captain W J Dimitrijevic Memorial Trust
Captain W J Dimitrijevic Memorial Trust is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 1 grant totaling $73K. Net investment income was $116K.
Captain W J Dimitrijevic Memorial Trust at a glance
In short: Captain W J Dimitrijevic Memorial Trust gave $73K across 1 grant in 2025 (avg $73K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $73,098
- +18.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $73,098
- +18.1% vs 2024
- Median grant
- $73,098
- Total assets
- $1,541,062
- +2.4% vs 2024
- Primary geography
- Maryland (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Captain W J Dimitrijevic Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was United States Naval Academy ($73K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Captain W J Dimitrijevic Memorial Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 97% 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 $57K (2020) to $85K (2021). In 2025 it made 1 grant totaling $73K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United States Naval Academy Annapolis, MD | General Operating | $73,098 |
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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 | $1,541,062 | $124,579 | $88,303 | $73,098 | 1 | $81,238 | $116,372 | $84,100 |
| 2024 | $1,504,958 | $110,126 | $83,535 | $61,880 | 1 | $69,807 | $103,220 | $81,025 |
| 2023 | $1,478,041 | $274,962 | $80,526 | $64,550 | 1 | $73,063 | $267,158 | $70,456 |
| 2022 | $1,282,948 | $27,446 | $98,949 | $74,500 | 1 | $85,475 | $26,680 | $76,849 |
| 2021 | $1,355,384 | $84,805 | $114,244 | $85,000 | 1 | $98,049 | $68,881 | $86,869 |
| 2020 | $1,384,463 | $32,031 | $83,796 | $57,474 | 1 | — | $26,068 | $76,951 |
| 2019 | $1,437,405 | $150,210 | $101,129 | $77,895 | 1 | — | $127,083 | $75,142 |
Under IRS private-foundation payout rules, Captain W J Dimitrijevic Memorial Trust reported a distributable amount of $84K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Captain W J Dimitrijevic Memorial Trust's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$26K (2021) → $13K (2025)
Former officers (2)
- Former: Branch Banking AND Trust CO (2020) — Trustee
- Former: Branch Banking AND Trust Company (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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $13K, to Truist Bank (Trustee).
Frequently asked questions about Captain W J Dimitrijevic Memorial Trust
How much does Captain W J Dimitrijevic Memorial Trust give each year?
Captain W J Dimitrijevic Memorial Trust gave $73K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $62K across 1 grant.
How large is Captain W J Dimitrijevic Memorial Trust?
Captain W J Dimitrijevic Memorial Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $81K in qualifying distributions that year, against a required minimum of $84K (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.
Where does Captain W J Dimitrijevic Memorial Trust operate?
Captain W J Dimitrijevic Memorial Trust has awarded grants in Maryland.
What is Captain W J Dimitrijevic Memorial Trust's EIN?
Captain W J Dimitrijevic Memorial Trust's EIN (Employer Identification Number) is 52-6432623. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 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 April 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- 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 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2019–2025
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