Elizabeth B Wetmore - Tes Trust

ORLANDO, FL EIN: 52-6027591

Community and economic development Financial 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 2024. As of 2024, the organization holds $9.3M in total assets. In 2024, it awarded 4 grants totaling $432K. Net investment income was $370K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.3M

-1.2% YoY

Annual Giving

$432K

-4.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$108K

-4.2% YoY

Under IRS private-foundation payout rules, Elizabeth B Wetmore - Tes Trust reported a distributable amount of $541K for 2024 — the minimum it must pay out in qualifying distributions.

About Elizabeth B Wetmore - Tes Trust

Based on IRS filings

Focus Areas

Community and economic development Financial services

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

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Louisiana $2.3M (100%)

States

Louisiana

Cities

New Orleans

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$9,301,378	$9,413,324	$9,111,819
Revenue	$423,168	$848,658	$83,459
Expenses	$546,014	$548,599	$627,680
Qualifying Distributions	$483,971	$498,561	$566,765
Net Investment Income	$370,139	$801,384	$199,943
Distributable Amount	$541,366	$472,900	$505,486

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lsu Health Foundation ($275,500), The Tulane Educational Fund ($110,482), Tulane University School of Medicine ($36,000).

Recipient	Purpose	Amount
LOUISIANA OFFICE OF PUBLIC HEALTH NEW ORLEANS, LA	PATIENT SUPPORT AND	$10,199
THE TULANE EDUCATIONAL FUND NEW ORLEANS, LA	GENERAL OPERATING	$110,482
TULANE UNIVERSITY SCHOOL OF MEDICINE NEW ORLEANS, LA	GENERAL OPERATING	$36,000
LSU HEALTH FOUNDATION NEW ORLEANS, LA	GENERAL OPERATING	$275,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$96,839

Subject Areas

Focus areas based on grantmaking activity

Community and economic development Financial services

Frequently Asked Questions

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 $9.3M in total assets as of 2024.

How large is Elizabeth B Wetmore - Tes Trust?

As of 2024, Elizabeth B Wetmore - Tes Trust holds $9.3M in total assets with $423K in annual revenue. It awarded 4 grants totaling $432K in 2024.

Where does Elizabeth B Wetmore - Tes Trust operate?

Elizabeth B Wetmore - Tes Trust has awarded grants in Louisiana.

What size grants does Elizabeth B Wetmore - Tes Trust award?

In 2024, Elizabeth B Wetmore - Tes Trust awarded 4 grants totaling $432K — an average of about $108K per grant, based on its IRS Form 990 filings.

How much is Elizabeth B Wetmore - Tes Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Elizabeth B Wetmore - Tes Trust reported a distributable amount of $541K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.