Carpenter-Dent Trust Fund

Private foundation · Grantmaker Orlando, FL EIN: 61-6019528

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

2states

Share of the 2025 grant dollars on its one itemized grant.

Cities

ScottsvilleNashvilleBowling GreenKnoxvilleLexington

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K4 grants2019 6 grants2020 4 grants2021 3 grants2022 1 grant2023 1 grant2024 1 grant2025

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

Courageous Kids: $12KCourageous Kids$12K

The largest 2025 recipient was Courageous Kids ($12K).

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Courageous Kids Scottsville, KYGeneral Operating$11,685

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 7, 2021)
  2. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  8. 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

Truist Bank — Trustee: $7KTruist BankTrustee$7K

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.

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