Carlisle Jordan Jr Charitable Trust
Carlisle Jordan Jr Charitable Trust is a private foundation, based in Jeffersonville, IN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $519K in total assets. In 2025, it awarded 3 grants totaling $31K. Net investment income was $24K.
Carlisle Jordan Jr Charitable Trust at a glance
In short: Carlisle Jordan Jr Charitable Trust gave $31K across 3 grants in 2025 (avg $10K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,661
- +8.4% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $10,220
- +8.4% vs 2024
- Median grant
- $4,088
- Total assets
- $518,747
- -1.4% vs 2024
- Primary geography
- Tennessee (87% 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 Carlisle Jordan Jr Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Falling Water Cumberland Presbyterian Ch Urch ($26K). Together the top 3 received $31K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Carlisle Jordan Jr Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 95% 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 $26K (2021) to $31K (2025). In 2025 it made 3 grants totaling $31K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Falling Water Cumberland Presbyterian Ch Urch Hixson, TN | Religious | $25,551 |
| Little Children of the World Inc Barnesville, GA | General Purposes | $4,088 |
| First Presbyterian Church Chattanooga, TN | Religious | $1,022 |
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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 | $518,747 | $32,548 | $40,086 | $30,661 | 3 | $30,661 | $24,268 | $32,414 |
| 2024 | $526,279 | $32,730 | $36,786 | $28,277 | 3 | $28,277 | $25,214 | $30,661 |
| 2023 | $530,099 | $24,033 | $37,219 | $29,338 | 3 | $29,338 | $15,619 | $28,278 |
| 2022 | $543,505 | $15,192 | $39,721 | $30,060 | 3 | $30,060 | $6,251 | $29,337 |
| 2021 | $568,121 | $60,561 | $34,643 | $25,668 | 3 | $28,582 | $51,586 | $32,974 |
| 2020 | $542,216 | $36,032 | $35,121 | $25,942 | 3 | — | $27,396 | $28,945 |
| 2019 | $541,260 | $81,684 | $36,847 | $29,063 | 3 | — | $73,858 | $28,442 |
Under IRS private-foundation payout rules, Carlisle Jordan Jr Charitable Trust reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carlisle Jordan Jr Charitable Trust's only listed officer is NEW Covenant Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
NEW Covenant Trust Company
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $8K (2025)
Former officers (1)
- Former: Trust Company N A (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 $8K, to New Covenant Trust Company (Trustee).
Frequently asked questions about Carlisle Jordan Jr Charitable Trust
How much does Carlisle Jordan Jr Charitable Trust give each year?
Carlisle Jordan Jr Charitable Trust gave $31K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 3 grants.
What is Carlisle Jordan Jr Charitable Trust's typical grant size?
Carlisle Jordan Jr Charitable Trust's median grant in 2025 was $4,088, and its average grant was $10,220, across 3 grants on its 2025 IRS Form 990-PF.
Where does Carlisle Jordan Jr Charitable Trust give grants?
Carlisle Jordan Jr Charitable Trust gives mostly in Tennessee: 87% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (13%).
Does Carlisle Jordan Jr Charitable Trust give general operating support?
Yes: 33% of Carlisle Jordan Jr Charitable Trust's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Carlisle Jordan Jr Charitable Trust?
Carlisle Jordan Jr Charitable Trust reported $519K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $32K (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 Carlisle Jordan Jr Charitable Trust's EIN?
Carlisle Jordan Jr Charitable Trust's EIN (Employer Identification Number) is 30-6214063. 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 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2019–2024
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