Consolidated Chartrust Pre 1069

Private foundation · Grantmaker Orlando, FL EIN: 25-6839130

Consolidated Chartrust Pre 1069 is a private foundation based in Orlando, Florida. Its 2025 filing lists grants to charitable organizations, with the listed largest awards designated for general operating support. The foundation states that it contributes only to preselected charitable organizations.

Consolidated Chartrust Pre 1069 at a glance

In short: Consolidated Chartrust Pre 1069 gave $77K across 26 grants in 2025 (avg $3K), mostly in Pennsylvania. 4% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$77,289
+12.5% vs 2024
Grants made (2025)
26
+0.0% vs 2024
Average grant
$2,973
+12.5% vs 2024
Median grant
$2,533
Total assets
$1,604,163
+2.2% vs 2024
New grantees (estimate)
4% first-time grantees (1 of 26, 2025)
Primary geography
Pennsylvania (74% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Consolidated Chartrust Pre 1069

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.

Contact

Mailing address: PO Box 919798, Orlando, FL 32891-9798
Phone: (844) 382-3122

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Consolidated Chartrust Pre 1069 funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Community Giving Foundation: $10KCommunity Giving Foundation$10KPhoebe-Devitt Homes: $7KPhoebe-Devitt Homes$7KMarch of Dimes Inc: $6KMarch of Dimes Inc$6KHope Enterprises Inc: $6KHope Enterprises Inc$6KGreater Susq Valley United Way: $6KGreater Susq Valley United Way$6KSunbury Kiwanis Club: $6KSunbury Kiwanis Club$6KMt Carmel Borough Park: $5KMt Carmel Borough Park$5KGreencastle Presbyterian Church: $3KGreencastle PresbyterianChurch$3KThe Klinesgrove Methodist Church: $3KThe Klinesgrove MethodistChurch$3KAmericas Keswick: $3KAmericas Keswick$3K

The largest 2025 recipient was Community Giving Foundation ($10K). Together the top 10 received $56K.

Grant Size Distribution

130 grants across all recorded years

130<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 130 grants of 130 (100%).

Geographic Focus

Where this funder awards grants

In 2025, Pennsylvania accounted for 74% of grant dollars. Other listed recipient-state shares were Virginia 8%, New Jersey 3%, Texas 3%, and Illinois 3%.

Grant Distribution by State

9states

Share of 2025 grant dollars across all 26 itemized grants.

Cities

SunburyElizabethtownLancasterLititzSelinsgroveAllentownArlingtonAtlantaBaltimoreBerwickBethelChicagoDallasGreencastleMiddletownMount CarmelNashvilleWhitingWilliamsportWomelsdorf

Is Consolidated Chartrust Pre 1069 open to new grantees?

4%

first-time grantees, 2025

In 2025, 1 of 26 grantees (4%) were first-time recipients. First grants averaged $579; repeat grants $3K. How we count

Medians: $579 first-time, $3K repeat.

  • 96% of 2025 grantees were also funded in 2024. Method
  • Giving fell 40% from 2022 to 2025. Method
  • In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K29 grants2019 26 grants2020 26 grants2021 26 grants2022 26 grants2023 26 grants2024 26 grants2025

From 2019 to 2025, annual grant giving ranged from $21K (2021) to $129K (2022). In 2025 it made 26 grants totaling $77K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Community Giving Foundation Berwick, PAGeneral Operating$10,262
Phoebe-Devitt Homes Allentown, PAGeneral Operating$6,903
March of Dimes Inc Arlington, VAGeneral Operating$6,478
Hope Enterprises Inc Williamsport, PAGeneral Operating$6,478
Greater Susq Valley United Way Sunbury, PAGeneral Operating$6,416
Sunbury Kiwanis Club Sunbury, PAGeneral Operating$6,401
Mt Carmel Borough Park Mount Carmel, PAGeneral Operating$4,849
Greencastle Presbyterian Church Greencastle, PAGeneral Operating$2,965
The Klinesgrove Methodist Church Sunbury, PAGeneral Operating$2,919
Americas Keswick Whiting, NJGeneral Operating$2,540
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,604,163$131,012$96,458$77,28926$86,055$122,167$93,705
2024$1,569,841$124,710$96,417$68,69326$77,013$105,163$88,248
2023$1,540,550$-2,731$86,923$70,32526$79,099$27,160$77,449
2022$1,630,376$145,677$154,328$128,55226$138,851$134,788$81,687
2021$1,639,617$246,412$46,107$20,89026$32,135$234,502$89,483
2020$1,439,293$126,476$45,299$26,26426—$117,463$75,694
2019$1,358,592$57,332$47,269$28,52429—$38,587$73,161

Under IRS private-foundation payout rules, Consolidated Chartrust Pre 1069 reported a distributable amount of $94K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No foundation mission is stated. Its 2025 grantees describe work that includes community philanthropy, services for seniors, maternal and infant health, support for people with developmental disabilities, addiction recovery, theological education, and residential care for youth. These are the grantees’ stated missions, not a stated mission or focus-area list for the foundation.

For example, Community Giving Foundation says it works to grow and steward charitable resources to strengthen communities. Hope Enterprises says it supports people with developmental disabilities, and March of Dimes says it works for the health of mothers and babies.

Grantmaking

In 2025, the foundation made 26 grants totaling $77,289. Grants ranged from $25 to $10,262, with a median of $2,533. The largest awards included:

The listed largest grants were designated for general operating support. The foundation made 26 grants totaling $68,693 in 2024 and 26 grants totaling $70,325 in 2023.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Truist Bank as trustee.

Consolidated Chartrust Pre 1069'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

    5 hrs/week

    $22K (2021) → $15K (2025)

Former officers (1)
  • Former: Branch Banking AND Trust CO (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

Truist Bank — Trustee: $15KTruist BankTrustee$15K

The highest reported compensation on the 2025 filing was $15K, to Truist Bank (Trustee).

Frequently asked questions about Consolidated Chartrust Pre 1069

How much does Consolidated Chartrust Pre 1069 give each year?

Consolidated Chartrust Pre 1069 gave $77K across 26 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $69K across 26 grants.

What is Consolidated Chartrust Pre 1069's typical grant size?

Consolidated Chartrust Pre 1069's median grant in 2025 was $2,533, and its average grant was $2,973, across 26 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Consolidated Chartrust Pre 1069 that year got $579 on average.

Where does Consolidated Chartrust Pre 1069 give grants?

Consolidated Chartrust Pre 1069 gives mostly in Pennsylvania: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Virginia (8%). The most frequent recipient cities were Sunbury, PA (3 grants), Lancaster, PA (2 grants), Elizabethtown, PA (2 grants) and Lititz, PA (2 grants).

Does Consolidated Chartrust Pre 1069 give general operating support?

Yes: 100% of Consolidated Chartrust Pre 1069's 2025 grants with a stated purpose (26 of 26) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Consolidated Chartrust Pre 1069's largest grantees?

Consolidated Chartrust Pre 1069's largest 2025 grantees include Community Giving Foundation ($10,262), Phoebe-Devitt Homes ($6,903) and March of Dimes Inc ($6,478), according to its 2025 IRS Form 990-PF. Together they received 31% of its itemized 2025 grant dollars.

How large is Consolidated Chartrust Pre 1069?

Consolidated Chartrust Pre 1069 reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $86K in qualifying distributions that year, against a required minimum of $94K (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 does Consolidated Chartrust Pre 1069 fund?

No foundation mission is stated. Its 2025 grantees describe work that includes community philanthropy, services for seniors, maternal and infant health, support for people with developmental disabilities, addiction recovery, theological education, and residential care for youth. See mission & focus areas ↑

How do I apply for a grant from Consolidated Chartrust Pre 1069?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Consolidated Chartrust Pre 1069's EIN?

Consolidated Chartrust Pre 1069's EIN (Employer Identification Number) is 25-6839130. IRS Form 990 filing data is available on this page for 2019–2025.

Does Consolidated Chartrust Pre 1069 accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 20, 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 September 13, 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

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Cite this profile

Grantable. (2026). Consolidated Chartrust Pre 1069 funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/consolidated-chartrust-pre-1069-morg_bc77dde4bb5d4d6c916ff46f06e62abb

BibTeX
@misc{grantable_256839130_2026,
  author       = {{Grantable}},
  title        = {{Consolidated Chartrust Pre 1069 funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/consolidated-chartrust-pre-1069-morg_bc77dde4bb5d4d6c916ff46f06e62abb},
  note         = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Consolidated Chartrust Pre 1069's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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