Elizabeth B Wetmore - TES Trust

Private foundation · Grantmaker Orlando, FL EIN: 52-6027591
Community and economic developmentFinancial services

Elizabeth B Wetmore - TES Trust is a private foundation focused on Community and economic development, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $9.8M in total assets. In 2025, it awarded 3 grants totaling $479K. Net investment income was $999K.

Key facts about Elizabeth B Wetmore - TES Trust

In short: Elizabeth B Wetmore - TES Trust gave $479K across 3 grants in 2025 (avg $160K), mostly in Louisiana. Source: 2025 IRS Form 990-PF.

EIN
52-6027591
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$479,384
Grants made (2025)
3
Average grant
$159,795
Median grant
$75,000
Total assets
$9,761,887
Primary geography
Louisiana (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

$9.8M

+5.0% YoY

Annual Giving

$479K

+10.9% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$160K

+47.9% YoY

Under IRS private-foundation payout rules, Elizabeth B Wetmore - TES Trust reported a distributable amount of $552K for 2025 — the minimum it must pay out in qualifying distributions.

How Elizabeth B Wetmore - TES Trust gives

  • Giving held roughly steady from 2022 to 2025 (−4%). Method
  • In 2025 it paid out 96% 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.

Your AI grants department

Ready to take the next step with Elizabeth B Wetmore - TES Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

New Orleans

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K6 grants2020 7 grants2021 4 grants2022 4 grants2023 4 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $430K (2020) to $502K (2022). In 2025 it made 3 grants totaling $479K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

LSU Health Foundation: $368KLSU Health Foundation$368KThe Tulane Educational Fund: $75KThe Tulane Educational Fund$75KTulane University School of Medicine: $37KTulane University School ofMedicine$37K

The largest 2025 recipient was LSU Health Foundation ($368K). Together the top 3 received $479K.

Grant Size Distribution

22 grants across all recorded years

12<$50K4$50–100K2$100–250K4$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 22 (55%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
LSU Health Foundation New Orleans, LAGeneral Operating$367,530
The Tulane Educational Fund New Orleans, LAGeneral Operating$75,000
Tulane University School of Medicine New Orleans, LAGeneral Operating$36,854

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$9,761,887$9,301,378$9,413,324
Revenue$1,053,892$423,168$848,658
Expenses$592,139$546,014$548,599
Qualifying Distributions$532,738$483,971$498,561
Net Investment Income$999,191$370,139$801,384
Distributable Amount$552,418$541,366$472,900

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 24, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Elizabeth B Wetmore - TES 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

    1 hr/week

    $106K (2021) → $102K (2025)

Former officers (1)
  • Former: Truist Bank FKA Suntrust Bank (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "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: $102KTruist BankTrustee$102K

The highest reported compensation on the 2025 filing was $102K, to Truist Bank (Trustee).

Frequently asked questions about Elizabeth B Wetmore - TES Trust

How much does Elizabeth B Wetmore - TES Trust give each year?

Elizabeth B Wetmore - TES Trust gave $479K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $432K across 4 grants.

What is Elizabeth B Wetmore - TES Trust's typical grant size?

Elizabeth B Wetmore - TES Trust's median grant in 2025 was $75,000, and its average grant was $159,795, across 3 grants on its 2025 IRS Form 990-PF.

Where does Elizabeth B Wetmore - TES Trust give grants?

Elizabeth B Wetmore - TES Trust gives mostly in Louisiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New Orleans, LA (3 grants).

Does Elizabeth B Wetmore - TES Trust give general operating support?

Yes: 100% of Elizabeth B Wetmore - TES Trust'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 Elizabeth B Wetmore - TES Trust?

Elizabeth B Wetmore - TES Trust reported $9.8M in total assets on its 2025 IRS Form 990-PF. It paid out $533K in qualifying distributions that year, against a required minimum of $552K (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 Elizabeth B Wetmore - TES Trust?

Elizabeth B Wetmore - TES Trust is a private foundation focused on Community and economic development, based in Orlando, FL. It holds $9.8M in total assets as of 2025.

What is Elizabeth B Wetmore - TES Trust's EIN?

Elizabeth B Wetmore - TES Trust's EIN (Employer Identification Number) is 52-6027591. IRS Form 990 filing data is available on this page for 2020–2025.

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

Your AI grants department

Here's the math on researching Elizabeth B Wetmore - TES Trust by hand.

Explore Open Grants

Browse active grant opportunities in Elizabeth B Wetmore - TES Trust's focus areas in our free grants database

Similar Funders

Funders with grantees in common

The Greater New Orleans Foundation

New Orleans, LA

The Greater New Orleans Foundation funds arts and culture, education, youth development, health, social services, and selected initiatives such as climate action and nonprofit capacity building, primarily in Southeast Louisiana’s 13-parish region. Its typical grant is around $20,000, though awards vary widely; special funding opportunities average $20,000, and some offer set limits. IMPACT grants are invitation-only; other opportunities have their own application processes.

Assets

$513.0M

Grants

623

Total Given

$34.6M

American Cancer Society Inc

Atlanta, GA

The American Cancer Society funds cancer research, patient support, and advocacy, including research at institutions across the United States. Its 2025 grants ranged from $5,648 to $9.6 million, with a median award of $15,000. Research applicants apply through specific grant programs, but the profile does not state whether unsolicited requests are accepted.

Assets

$1.7B

Grants

509

Total Given

$23.1M

The Almar Foundationdba The Alden and Margaret Laborde Foundation

New Orleans, LA

The Almar Foundation supports education, disaster response, health, homelessness services, and other community organizations; its giving is concentrated in Louisiana, which received 75% of 2025 grant dollars. Grants ranged from $250 to $90,500, with a median of $5,000. It does not state whether it accepts unsolicited requests; applicants are advised to call the foundation manager for an application form and information.

Philanthropy, Voluntarism & Grantmaking

Assets

$17.0M

Grants

121

Total Given

$1.0M

Prentiss C and Dolores M Havens

New Orleans, LA

Philanthropy, Voluntarism & Grantmaking

Assets

$6.1M

Grants

8

Total Given

$300K

Milton H Latter Educational

New Orleans, LA

Assets

$842K

Grants

1

Total Given

$41K

The Friezo Family Foundation

Fort Lauderdale, FL

The Friezo Family Foundation supports a range of charitable organizations, including universities, healthcare-related organizations, schools, and religious groups, with most 2025 funding going to recipients in Florida, Louisiana, and New York. Its 2025 grants ranged from $260 to $100,000, with a median of $1,500. It funds only preselected organizations and does not accept unsolicited requests.

Education

Assets

$1.7M

Grants

21

Total Given

$204K

Oreck Family Foundation

Bedford Hills, NY

Philanthropy, Voluntarism & Grantmaking

Assets

$2.2M

Grants

4

Total Given

$140K

American Association for the Surgery of Trauma

Chicago, IL

To furnish leadership and to foster advances in the surgery of trauma; to afford a forum for the exchange of knowledge pertaining to research, practice and training in the surgery of trauma; to stimulate investigation and teaching in the methods of treating injuries.

Assets

$10.4M

Grants

9

Total Given

$215K

DJR Foundation

New Orleans, LA

The foundation was organized specifically for the benefit of the greater new orleans foundation, a non profit organization exempt under 501(c)3.

Assets

$3.0M

Grants

3

Total Given

$60K

Christopher Reeve Foundation

Short Hills, NJ

The Christopher Reeve Foundation funds spinal cord injury research and quality-of-life projects that support inclusion, independence, health, and community participation for people affected by paralysis. Its Quality of Life grants serve all 50 states and U.S. territories; awards vary by program, with 2025 grants ranging from $5,120 to $185,950 and a median of $24,800. Applications are submitted online, but the application process is currently closed; the profile does not state whether unsolicited requests are accepted.

Medical Research

Assets

$30.9M

Grants

145

Total Given

$3.9M

American Foundation for Surgery of the Hand

Chicago, IL

The American Foundation for Surgery of the Hand funds research, education, scholarships, and outreach related to hand and upper-extremity disorders, including medical missions in underserved areas such as Ethiopia and Honduras. Its 2024 grants ranged from $20,000 to $627,872, with a median grant of $60,000. The profile does not state whether it accepts unsolicited requests.

Medical Research

Assets

$41.4M

Grants

13

Total Given

$1.2M

The Helis Foundation

New Orleans, LA

The Helis Foundation funds arts access and cultural institutions, as well as nonprofits addressing community needs, primarily in Metropolitan New Orleans. Its 2024 grants had a median of $16,750, with awards ranging from $100 to $554,486. It accepts unsolicited requests by letter and has no submission deadlines.

Assets

$83.0M

Grants

62

Total Given

$2.4M

More Funders in Florida

Elizabeth B Wetmore - TES Trust down — hundreds of funders to go?

Want AI to do this for you?