Collins James F Testamentary Trust
Collins James F Testamentary Trust is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $272K in total assets. In 2025, it awarded 1 grant totaling $7K. Net investment income was $13K.
Collins James F Testamentary Trust at a glance
In short: Collins James F Testamentary Trust gave $7K across 1 grant in 2025 (avg $7K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,042
- Grants made (2025)
- 1
- Average grant
- $7,042
- Median grant
- $7,042
- Total assets
- $272,371
- -10.9% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Collins James F Testamentary Trust funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Collins James F Testamentary Trust gives
- Giving fell 65% from 2022 to 2025. Method
- In 2025 it paid out 280% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $5K (2019) to $20K (2022). In 2025 it made 1 grant totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $7,042 |
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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 | $272,371 | $16,551 | $49,722 | $7,042 | 1 | $45,772 | $12,829 | $16,365 |
| 2024 | $305,569 | $15,243 | $9,072 | — | — | $5,247 | $11,433 | $16,280 |
| 2023 | $299,394 | $2,863 | $15,893 | $11,500 | 1 | $14,438 | $6,282 | $15,069 |
| 2022 | $312,490 | $10,555 | $24,773 | $20,000 | 1 | $22,010 | $8,517 | $16,220 |
| 2021 | $326,752 | $38,378 | $24,881 | $20,000 | 1 | $22,234 | $36,064 | $17,866 |
| 2020 | $313,183 | $21,054 | $20,005 | $16,000 | 1 | — | $19,168 | $16,243 |
| 2019 | $312,312 | $11,152 | $9,050 | $5,000 | 1 | — | $7,102 | $16,065 |
Under IRS private-foundation payout rules, Collins James F Testamentary Trust reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Collins James F Testamentary Trust'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
3 hrs/week
$4K (2021) → $7K (2025)
Former officers (1)
- Former: Branch Banking AND Trust CO (2019–2020) — 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 Collins James F Testamentary Trust
How much does Collins James F Testamentary Trust give each year?
Collins James F Testamentary Trust gave $7K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is Collins James F Testamentary Trust?
Collins James F Testamentary Trust reported $272K in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
Where does Collins James F Testamentary Trust operate?
Collins James F Testamentary Trust has awarded grants in New York, Pennsylvania.
What is Collins James F Testamentary Trust's EIN?
Collins James F Testamentary Trust's EIN (Employer Identification Number) is 23-6286332. 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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 17, 2020)
- 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 2019–2025
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