Clara Dunlap Badgley Testamentar Trust-Dunlap

Private foundation · Grantmaker Orlando, FL EIN: 58-6034880
Human servicesFamily servicesChild welfare

Clara Dunlap Badgley Testamentar Trust-Dunlap is a private foundation focused on Human services, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 3 grants totaling $88K. Net investment income was $165K.

Key facts about Clara Dunlap Badgley Testamentar Trust-Dunlap

In short: Clara Dunlap Badgley Testamentar Trust-Dunlap gave $88K across 3 grants in 2025 (avg $29K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

EIN
58-6034880
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$87,500
Grants made (2025)
3
Average grant
$29,167
Median grant
$40,000
Total assets
$1,455,167
Primary geography
Georgia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.5M

+4.4% YoY

Annual Giving

$88K

+0.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$29K

+0.0% YoY

Under IRS private-foundation payout rules, Clara Dunlap Badgley Testamentar Trust-Dunlap reported a distributable amount of $106K for 2025 — the minimum it must pay out in qualifying distributions.

How Clara Dunlap Badgley Testamentar Trust-Dunlap gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 95% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

MaconValdosta

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K3 grants2019 5 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $83K (2021) to $88K (2025). In 2025 it made 3 grants totaling $88K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

The Methodist Home for Children & Youth: $40KThe Methodist Home forChildren & Youth$40KWesley Glen Ministries: $40KWesley Glen Ministries$40KRescue Mission of Middle GA: $8KRescue Mission of Middle GA$8K

The largest 2025 recipient was The Methodist Home for Children & Youth ($40K). Together the top 3 received $88K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Methodist Home for Children & Youth Valdosta, GAGeneral Operating$40,000
Wesley Glen Ministries Macon, GAGeneral Operating$40,000
Rescue Mission of Middle GA Macon, GAGeneral Operating$7,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,455,167$1,393,486$1,352,365
Revenue$177,717$155,525$82,037
Expenses$115,932$114,445$106,018
Qualifying Distributions$100,441$99,991$97,014
Net Investment Income$165,349$143,090$73,531
Distributable Amount$106,116$98,122$85,405

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 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

Clara Dunlap Badgley Testamentar Trust-Dunlap's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Charles R. Wallace

    Co-Trustee

    On filings since 2019

    1 hr/week

    $1K (2023) → $4K (2025)

  • Albert P. Reichert Jr.

    Co-Trustee

    On filings since 2021

    1 hr/week

    $1K (2023) → $4K (2025)

  • Truist Bank

    Co-Trustee

    On filings since 2021

    1 hr/week

    $12K (2021) → $16K (2025)

Former officers (2)
  • Former: Albert Reichard Jr. (2019–2020) — Co-Trustee
  • Former: Truist Bank FKA Suntrust Bank (2019–2020) — Co-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 — Co-Trustee: $16KTruist BankCo-Trustee$16KAlbert P Reichert Jr — Co-Trustee: $4KAlbert P Reichert JrCo-Trustee$4KCharles R Wallace — Co-Trustee: $4KCharles R WallaceCo-Trustee$4K

The highest reported compensation on the 2025 filing was $16K, to Truist Bank (Co-Trustee). 3 officers or directors reported compensation on that filing.

Frequently asked questions about Clara Dunlap Badgley Testamentar Trust-Dunlap

How much does Clara Dunlap Badgley Testamentar Trust-Dunlap give each year?

Clara Dunlap Badgley Testamentar Trust-Dunlap gave $88K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $88K across 3 grants.

What is Clara Dunlap Badgley Testamentar Trust-Dunlap's typical grant size?

Clara Dunlap Badgley Testamentar Trust-Dunlap's median grant in 2025 was $40,000, and its average grant was $29,167, across 3 grants on its 2025 IRS Form 990-PF.

Where does Clara Dunlap Badgley Testamentar Trust-Dunlap give grants?

Clara Dunlap Badgley Testamentar Trust-Dunlap gives mostly in Georgia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Macon, GA (2 grants).

Does Clara Dunlap Badgley Testamentar Trust-Dunlap give general operating support?

Yes: 100% of Clara Dunlap Badgley Testamentar Trust-Dunlap's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Clara Dunlap Badgley Testamentar Trust-Dunlap?

Clara Dunlap Badgley Testamentar Trust-Dunlap reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $100K in qualifying distributions that year, against a required minimum of $106K (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.

What is Clara Dunlap Badgley Testamentar Trust-Dunlap?

Clara Dunlap Badgley Testamentar Trust-Dunlap is a private foundation focused on Human services, based in Orlando, FL. It holds $1.5M in total assets as of 2025.

What is Clara Dunlap Badgley Testamentar Trust-Dunlap's EIN?

Clara Dunlap Badgley Testamentar Trust-Dunlap's EIN (Employer Identification Number) is 58-6034880. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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