Caroline S Orth - Tes Tr

ORLANDO, FL EIN: 52-6027411

Caroline S Orth - Tes Tr is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 2 grants totaling $43K. Net investment income was $69K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+1.8% YoY

Annual Giving

$43K

-3.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$22K

-3.3% YoY

Under IRS private-foundation payout rules, Caroline S Orth - Tes Tr reported a distributable amount of $60K for 2024 — the minimum it must pay out in qualifying distributions.

About Caroline S Orth - Tes Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $214K (100%)

States

District of Columbia

Cities

Washington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,053,475	$1,034,364	$1,130,572
Revenue	$74,983	$-29,722	$53,911
Expenses	$56,211	$66,561	$62,024
Qualifying Distributions	$50,357	$56,237	$50,008
Net Investment Income	$68,800	$16,254	$43,364
Distributable Amount	$60,005	$54,746	$57,085

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The George Washington University ($21,599), Sibley Memorial Hospital ($21,599).

Recipient	Purpose	Amount
THE GEORGE WASHINGTON UNIVERSITY WASHINGTON, DC	GENERAL OPERATING	$21,599
SIBLEY MEMORIAL HOSPITAL WASHINGTON, DC	GENERAL OPERATING	$21,599

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$11,317

Frequently Asked Questions

How large is Caroline S Orth - Tes Tr?

As of 2024, Caroline S Orth - Tes Tr holds $1.1M in total assets with $75K in annual revenue. It awarded 2 grants totaling $43K in 2024.

Where does Caroline S Orth - Tes Tr operate?

Caroline S Orth - Tes Tr has awarded grants in District of Columbia.

What size grants does Caroline S Orth - Tes Tr award?

In 2024, Caroline S Orth - Tes Tr awarded 2 grants totaling $43K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is Caroline S Orth - Tes Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Caroline S Orth - Tes Tr reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.