Carpenter-Dent Trust Fund
Carpenter-Dent Trust Fund is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $249K in total assets. In 2025, it awarded 1 grant totaling $12K. Net investment income was $13K.
Key facts about Carpenter-Dent Trust Fund
In short: Carpenter-Dent Trust Fund gave $12K across 1 grant in 2025 (avg $12K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- EIN
- 61-6019528
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $11,685
- Grants made (2025)
- 1
- Average grant
- $11,685
- Median grant
- $11,685
- Total assets
- $249,371
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$249K
-1.5% YoY
Annual Giving
$12K
+4.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$12K
+4.8% YoY
Under IRS private-foundation payout rules, Carpenter-Dent Trust Fund reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
How Carpenter-Dent Trust Fund gives
- Giving grew 363% from 2022 to 2025. Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $3K (2022) to $13K (2020). In 2025 it made 1 grant totaling $12K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Courageous Kids ($12K).
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Courageous Kids Scottsville, KY | General Operating | $11,685 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $249,371 | $253,283 | $255,696 |
| Revenue | $16,453 | $13,536 | $2,909 |
| Expenses | $20,335 | $15,951 | $10,294 |
| Qualifying Distributions | $16,625 | $14,287 | $7,974 |
| Net Investment Income | $12,938 | $11,847 | $3,739 |
| Distributable Amount | $15,473 | $14,823 | $13,449 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 7, 2021)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 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 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Carpenter-Dent Trust Fund'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
$5K (2021) → $7K (2025)
Former officers (2)
- Former: Branch Banking & Trust Company (2020) — Trustee
- Former: Branch Banking AND Trust Company (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 $7K, to Truist Bank (Trustee).
Frequently asked questions about Carpenter-Dent Trust Fund
How much does Carpenter-Dent Trust Fund give each year?
Carpenter-Dent Trust Fund gave $12K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 1 grant.
How large is Carpenter-Dent Trust Fund?
Carpenter-Dent Trust Fund reported $249K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
Where does Carpenter-Dent Trust Fund operate?
Carpenter-Dent Trust Fund has awarded grants in Kentucky, Tennessee.
What is Carpenter-Dent Trust Fund's EIN?
Carpenter-Dent Trust Fund's EIN (Employer Identification Number) is 61-6019528. 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.
Here's the math on researching Carpenter-Dent Trust Fund by hand.
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