Carl & Lilly Thrift Charitable Trust
Carl & Lilly Thrift Charitable Trust is a private foundation, based in St Petersburg, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $697K in total assets. In 2025, it awarded 5 grants totaling $82K. Net investment income was $98K.
Carl & Lilly Thrift Charitable Trust at a glance
In short: Carl & Lilly Thrift Charitable Trust gave $82K across 5 grants in 2025 (avg $16K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $81,935
- +5.6% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $16,387
- +5.6% vs 2024
- Median grant
- $16,387
- Total assets
- $697,056
- +1.1% vs 2024
- Primary geography
- Texas (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 Carl & Lilly Thrift Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Texas Childrens Hospital ($16K). Together the top 5 received $82K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Carl & Lilly Thrift Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 141% of its IRS minimum distribution (the 5% rule). 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 $67K (2023) to $82K (2025). In 2025 it made 5 grants totaling $82K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Texas Childrens Hospital Houston, TX | Unrestricted Grant | $16,387 |
| Houston Hospice & Palliative CA Houston, TX | Unrestricted Grant | $16,387 |
| Angel Flight South Central Inc Addison, TX | Unrestricted Grant | $16,387 |
| Make a Wish Foundation of the Texas Gulf Coast & Louisianainc Stafford, TX | Unrestricted Grant | $16,387 |
| Austin County A&M Club Bellville, TX | Unrestricted Grant | $16,387 |
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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 | $697,056 | $110,825 | $102,939 | $81,935 | 5 | $90,081 | $98,272 | $63,751 |
| 2024 | $689,181 | $101,401 | $96,096 | $77,585 | 5 | $85,254 | $91,202 | $59,134 |
| 2023 | $684,156 | $41,776 | $83,841 | $67,340 | 5 | $74,442 | $29,556 | $53,712 |
| 2022 | $724,892 | $13,552 | $100,399 | $80,650 | 5 | $87,704 | $12,845 | $58,703 |
| 2021 | $810,103 | $149,185 | $93,746 | $75,335 | 5 | $82,255 | $137,314 | $61,225 |
| 2020 | $751,992 | $40,996 | $98,286 | $80,280 | 5 | — | $29,862 | $52,242 |
| 2019 | $808,320 | $143,008 | $87,253 | $70,790 | 5 | — | $129,964 | $52,258 |
Under IRS private-foundation payout rules, Carl & Lilly Thrift Charitable Trust reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carl & Lilly Thrift Charitable Trust's only listed officer is Raymond James Trust N A, Trustee on filings since 2019 (compensated).
Officers on the 2025 filing
Raymond James Trust N A
Trustee
On filings since 2019
1 hr/week
$15K (2019) → $18K (2025)
Former officers (3)
- Former: Raymond James (2023–2024) — Trustee
- Former: Raymond James Trust (2022) — Trustee
- Former: Raymond James Trust NA (2020–2021) — 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 $18K, to Raymond James Trust N a (Trustee).
Frequently asked questions about Carl & Lilly Thrift Charitable Trust
How much does Carl & Lilly Thrift Charitable Trust give each year?
Carl & Lilly Thrift Charitable Trust gave $82K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $78K across 5 grants.
What is Carl & Lilly Thrift Charitable Trust's typical grant size?
Carl & Lilly Thrift Charitable Trust's median grant in 2025 was $16,387, and its average grant was $16,387, across 5 grants on its 2025 IRS Form 990-PF.
Where does Carl & Lilly Thrift Charitable Trust give grants?
Carl & Lilly Thrift Charitable Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Houston, TX (2 grants).
Does Carl & Lilly Thrift Charitable Trust give general operating support?
Yes: 100% of Carl & Lilly Thrift Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Carl & Lilly Thrift Charitable Trust's largest grantees?
Carl & Lilly Thrift Charitable Trust's largest 2025 grantees include Texas Childrens Hospital ($16,387), Houston Hospice & Palliative CA ($16,387) and Angel Flight South Central Inc ($16,387), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Carl & Lilly Thrift Charitable Trust?
Carl & Lilly Thrift Charitable Trust reported $697K in total assets on its 2025 IRS Form 990-PF. It paid out $90K in qualifying distributions that year, against a required minimum of $64K (roughly 5% of its investment assets).
What is Carl & Lilly Thrift Charitable Trust's EIN?
Carl & Lilly Thrift Charitable Trust's EIN (Employer Identification Number) is 76-6204243. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Carl & Lilly Thrift Charitable Trust funds
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