Caroline S Orth - TES Tr
Caroline S Orth - TES Tr is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 2 grants totaling $53K. Net investment income was $93K.
Caroline S Orth - TES Tr at a glance
In short: Caroline S Orth - TES Tr gave $53K across 2 grants in 2025 (avg $26K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $52,846
- +22.3% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $26,423
- +22.3% vs 2024
- Median grant
- $26,423
- Total assets
- $1,085,267
- +3.0% vs 2024
- Primary geography
- District of Columbia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Caroline S Orth - TES Tr funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was The George Washington University ($26K). Together the top 2 received $53K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Caroline S Orth - TES Tr gives
- Giving grew 41% from 2022 to 2025. Method
- In 2025 it paid out 96% 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 2020 to 2025, annual grant giving ranged from $34K (2020) to $55K (2021). In 2025 it made 2 grants totaling $53K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The George Washington University Washington, DC | General Operating | $26,423 |
| Sibley Memorial Hospital Washington, DC | General Operating | $26,423 |
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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 | $1,085,267 | $99,480 | $67,542 | $52,846 | 2 | $60,001 | $93,435 | $62,201 |
| 2024 | $1,053,475 | $74,983 | $56,211 | $43,198 | 2 | $50,357 | $68,800 | $60,005 |
| 2023 | $1,034,364 | $-29,722 | $66,561 | $44,688 | 2 | $56,237 | $16,254 | $54,746 |
| 2022 | $1,130,572 | $53,911 | $62,024 | $37,612 | 2 | $50,008 | $43,364 | $57,085 |
| 2021 | $1,135,882 | $192,240 | $80,669 | $54,586 | 2 | $67,818 | $181,049 | $62,527 |
| 2020 | $1,026,577 | $95,915 | $56,711 | $34,162 | 2 | — | $86,012 | $55,005 |
Under IRS private-foundation payout rules, Caroline S Orth - TES Tr reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Caroline S Orth - TES Tr'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
$21K (2021) → $11K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2020) — Trustee
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 $11K, to Truist Bank (Trustee).
Frequently asked questions about Caroline S Orth - TES Tr
How much does Caroline S Orth - TES Tr give each year?
Caroline S Orth - TES Tr gave $53K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 2 grants.
How large is Caroline S Orth - TES Tr?
Caroline S Orth - TES Tr reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $60K in qualifying distributions that year, against a required minimum of $62K (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 Caroline S Orth - TES Tr operate?
Caroline S Orth - TES Tr has awarded grants in District of Columbia.
What is Caroline S Orth - TES Tr's EIN?
Caroline S Orth - TES Tr's EIN (Employer Identification Number) is 52-6027411. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- 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 2020–2025
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