Carlisle Jordan Jr Charitable Trust

JEFFERSONVILLE, IN EIN: 30-6214063

Carlisle Jordan Jr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JEFFERSONVILLE, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $526K in total assets. In 2024, it awarded 3 grants totaling $28K. Net investment income was $25K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$526K

-0.7% YoY

Annual Giving

$28K

-3.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$9K

-3.6% YoY

Under IRS private-foundation payout rules, Carlisle Jordan Jr Charitable Trust reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Carlisle Jordan Jr Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $121K (87%)

Georgia $19K (13%)

States

Georgia Tennessee

Cities

BarnesvilleChattanoogaHarrison

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$526,279	$530,099	$543,505
Revenue	$32,730	$24,033	$15,192
Expenses	$36,786	$37,219	$39,721
Qualifying Distributions	$28,277	$29,338	$30,060
Net Investment Income	$25,214	$15,619	$6,251
Distributable Amount	$30,661	$28,278	$29,337

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Falling Water Cumberland Presbyterian Ch ($23,564), Little Children of the World Inc ($3,770), First Presbyterian Church ($943).

Recipient	Purpose	Amount
LITTLE CHILDREN OF THE WORLD INC BARNESVILLE, GA	GENERAL PURPOSES	$3,770
FIRST PRESBYTERIAN CHURCH CHATTANOOGA, TN	RELIGIOUS	$943
FALLING WATER CUMBERLAND PRESBYTERIAN CH HARRISON, TN	RELIGIOUS	$23,564

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Carlisle Jordan Jr Charitable Trust?

Carlisle Jordan Jr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JEFFERSONVILLE, IN. It holds $526K in total assets as of 2024.

How large is Carlisle Jordan Jr Charitable Trust?

As of 2024, Carlisle Jordan Jr Charitable Trust holds $526K in total assets with $33K in annual revenue. It awarded 3 grants totaling $28K in 2024.

Where does Carlisle Jordan Jr Charitable Trust operate?

Carlisle Jordan Jr Charitable Trust has awarded grants in Georgia, Tennessee.

What size grants does Carlisle Jordan Jr Charitable Trust award?

In 2024, Carlisle Jordan Jr Charitable Trust awarded 3 grants totaling $28K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Carlisle Jordan Jr Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carlisle Jordan Jr Charitable Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2019–2024.