E R Warner McCabe-TES Tr (GA)

Private foundation · Grantmaker Orlando, FL EIN: 54-6131247

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.

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

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

16states

Share of 2026 grant dollars across all 15 itemized grants.

Cities

AustinClemsonAthensAuburnBoulderChapel HillDallasDurhamEugeneMississippi StateSpartanburgWacoBaton RougeSan AntonioUniversityAtlantaBirminghamBooneBostonCenter University

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K15 grants2020 11 grants2021 12 grants2022 11 grants2023 12 grants2024 12 grants2025 15 grants2026

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

Nicholas Marshall Valencia: $3KNicholas Marshall Valencia$3KEmma Camille Morrison: $3KEmma Camille Morrison$3KParker McElwee Burns: $3KParker McElwee Burns$3KDavis Ford Connerat: $3KDavis Ford Connerat$3KLawton Logan Jr: $3KLawton Logan Jr$3KDorothy Grace Davidson: $3KDorothy Grace Davidson$3KMary Lang McLeod: $3KMary Lang McLeod$3KHelen Lafarge Culman: $3KHelen Lafarge Culman$3KBenton McIntosh Britt: $3KBenton McIntosh Britt$3KHarper Wesley Smith: $3KHarper Wesley Smith$3K

The largest 2026 recipient was Nicholas Marshall Valencia ($3K). Together the top 10 received $32K.

Grant Size Distribution

62 grants across all recorded years

62<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 62 grants of 62 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Nicholas Marshall Valencia Dallas, TXScholarship$3,200
Emma Camille Morrison University, MSScholarship$3,200
Parker McElwee Burns Auburn, ALScholarship$3,200
Davis Ford Connerat Stillwater, OKScholarship$3,200
Lawton Logan Jr Los Angeles, CAScholarship$3,200
Dorothy Grace Davidson Charleston, SCScholarship$3,200
Mary Lang McLeod Center University, MSScholarship$3,200
Helen Lafarge Culman Durham, NCScholarship$3,200
Benton McIntosh Britt Boulder, COScholarship$3,200
Harper Wesley Smith Spartanburg, SCScholarship$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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
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

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS August 13, 2026)
  2. 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

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

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.

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