E R Warner McCabe-TES Tr (GA)
E R WARNER MCCABE-TES TR (GA) is a private foundation based in Orlando, Florida. Its 2026 filing reports 15 grants totaling $42,000, all identified as scholarships.
Key facts about E R Warner McCabe-TES Tr (GA)
In short: E R Warner McCabe-TES Tr (GA) gave $42K across 15 grants in 2026 (avg $3K), top state South Carolina. Source: 2026 IRS Form 990-PF.
- EIN
- 54-6131247
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $42,000
- Grants made (2026)
- 15
- Average grant
- $2,800
- Median grant
- $3,200
- Total assets
- $921,653
- Primary geography
- South Carolina (20% of itemized 2026 grant dollars)
- How to apply
- The foundation’s 2025 filing says to submit a letter from parents, including the student’s transcripts. Full details ↓
- Deadline
- July 15th, as listed on the 2025 filing; that date has passed.
Data from IRS Form 990-PF, 2026; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$922K
+0.9% YoY
Annual Giving
$42K
-4.8% YoY
Grant Count
15
+25.0% YoY
Avg Grant Size
$3K
-23.8% YoY
Under IRS private-foundation payout rules, E R Warner McCabe-TES Tr (GA) reported a distributable amount of $61K for 2026 — the minimum it must pay out in qualifying distributions.
How E R Warner McCabe-TES Tr (GA) gives
- Giving fell 33% from 2023 to 2026. Method
- In 2026 it paid out 82% 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.
Mission & Focus Areas
No mission statement is provided. The 2026 itemized grants identify scholarships as the purpose of the awards.
Grantmaking
In 2026, the foundation reported 15 grants totaling $42,000. Grant amounts ranged from $2,000 to $3,200, with a median of $3,200.
Review Cycle
July 15th, as listed on the 2025 filing; that date has passed.
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Geographic Focus
Where this funder awards grants
The 2026 filing reports that grant dollars went to recipients in South Carolina (20%), Texas (17%), Mississippi (15%), Alabama (12%), and Oklahoma (8%). The listed recipients also include individuals in California, North Carolina, Colorado, and Utah.
Grant Distribution by State
Share of 2026 grant dollars across all 15 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $42K (2024) to $65K (2022). In 2026 it made 15 grants totaling $42K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Nicholas Marshall Valencia ($3K). Together the top 10 received $32K.
Grant Size Distribution
62 grants across all recorded years
The most common grant size was under $50K: 62 grants of 62 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Nicholas Marshall Valencia Dallas, TX | Scholarship | $3,200 |
| Emma Camille Morrison University, MS | Scholarship | $3,200 |
| Parker McElwee Burns Auburn, AL | Scholarship | $3,200 |
| Davis Ford Connerat Stillwater, OK | Scholarship | $3,200 |
| Lawton Logan Jr Los Angeles, CA | Scholarship | $3,200 |
| Dorothy Grace Davidson Charleston, SC | Scholarship | $3,200 |
| Mary Lang McLeod Center University, MS | Scholarship | $3,200 |
| Helen Lafarge Culman Durham, NC | Scholarship | $3,200 |
| Benton McIntosh Britt Boulder, CO | Scholarship | $3,200 |
| Harper Wesley Smith Spartanburg, SC | Scholarship | $3,200 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2026 | $921,653 | $62,205 | $54,603 | $42,000 |
| 2025 | $913,721 | $63,909 | $55,983 | $44,100 |
| 2024 | $906,026 | $42,912 | $53,801 | $42,000 |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $921,653 | $913,721 | $906,026 |
| Revenue | $62,205 | $63,909 | $42,912 |
| Expenses | $54,603 | $55,983 | $53,801 |
| Qualifying Distributions | $49,590 | $51,345 | $50,453 |
| Net Investment Income | $58,326 | $59,983 | $38,574 |
| Distributable Amount | $60,646 | $55,531 | $51,444 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 13, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Truist Bank as trustee.
E R Warner McCabe-TES Tr (GA)'s only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Truist Bank
Trustee
On filings since 2022
1 hr/week
$7K (2022) → $7K (2026)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $7K, to Truist Bank (Trustee).
Contact
Application contact: Ward M Lehardy Chairman
Mailing address: 194 Castle Lane, Kilmarnock, VA 22482
Phone: (202) 879-6438
Frequently asked questions about E R Warner McCabe-TES Tr (GA)
How much does E R Warner McCabe-TES Tr (GA) give each year?
E R Warner McCabe-TES Tr (GA) gave $42K across 15 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $44K across 12 grants.
What is E R Warner McCabe-TES Tr (GA)'s typical grant size?
E R Warner McCabe-TES Tr (GA)'s median grant in 2026 was $3,200, and its average grant was $2,800, across 15 grants on its 2026 IRS Form 990-PF.
Where does E R Warner McCabe-TES Tr (GA) give grants?
E R Warner McCabe-TES Tr (GA)'s top state is South Carolina, with 20% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were Texas (17%) and Mississippi (15%). The most frequent recipient cities were Dallas, TX (2 grants).
Does E R Warner McCabe-TES Tr (GA) give general operating support?
Not in 2026: none of the 15 grants with a stated purpose on E R Warner McCabe-TES Tr (GA)'s 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (15 grants).
Who are E R Warner McCabe-TES Tr (GA)'s largest grantees?
E R Warner McCabe-TES Tr (GA)'s largest 2026 grantees include Nicholas Marshall Valencia ($3,200), Emma Camille Morrison ($3,200) and Parker McElwee Burns ($3,200), according to its 2026 IRS Form 990-PF. Together they received 23% of its itemized 2026 grant dollars.
How large is E R Warner McCabe-TES Tr (GA)?
E R Warner McCabe-TES Tr (GA) reported $922K in total assets on its 2026 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $61K (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 E R Warner McCabe-TES Tr (GA) fund?
No mission statement is provided. The 2026 itemized grants identify scholarships as the purpose of the awards. See mission & focus areas ↑
How do I apply for a grant from E R Warner McCabe-TES Tr (GA)?
The foundation’s 2025 filing says to submit a letter from parents, including the student’s transcripts. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is E R Warner McCabe-TES Tr (GA)'s EIN?
E R Warner McCabe-TES Tr (GA)'s EIN (Employer Identification Number) is 54-6131247. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching E R Warner McCabe-TES Tr (GA) by hand.
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