Fawley Gertrude C Char Tr Ta

Private foundation · Grantmaker Orlando, FL EIN: 59-7084262

Fawley Gertrude C Char Tr Ta is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $2.3M in total assets. In 2026, it made $20K in qualifying distributions. Net investment income was $186K.

Key facts about Fawley Gertrude C Char Tr Ta

EIN
59-7084262
Latest 990 filing
Form 990-PF, 2026
Total assets
$2,315,573

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$2.3M

+7.6% YoY

Revenue

$199K

+63.9% YoY

Qualifying Distributions

$20K

-86.3% YoY

Expenses

$36K

-77.8% YoY

Under IRS private-foundation payout rules, Fawley Gertrude C Char Tr Ta reported a distributable amount of $137K for 2026 — the minimum it must pay out in qualifying distributions.

How Fawley Gertrude C Char Tr Ta gives

  • Giving held roughly steady from 2022 to 2025 (−2%). Method
  • In 2026 it paid out 15% 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.

Open Grants

1 open opportunity from Fawley Gertrude C Char Tr Ta

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

LeesburgOrlandoMount DoraEustisGrovelandMaitlandWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K9 grants2020 7 grants2021 6 grants2022 7 grants2023 5 grants2024 6 grants2025 0 grants2026

From 2020 to 2025, annual grant giving ranged from $83K (2024) to $136K (2023). In 2025 it made 6 grants totaling $128K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 24 grants of 24 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2026.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$2,315,573$2,152,208$2,192,078
Revenue$199,000$121,390$48,745
Expenses$35,661$160,791$112,009
Qualifying Distributions$20,207$147,574$100,913
Net Investment Income$185,939$108,001$43,875
Distributable Amount$137,033$132,352$119,410

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 June 26, 2026)
  2. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Fawley Gertrude C Char Tr Ta's only listed officer is Truist Bank, Trustee on every filing since 2023 (compensated).

Officers on the 2026 filing

  • Truist Bank

    Trustee

    On filings since 2023

    1 hr/week

    $22K (2023) → $25K (2026)

Former officers (4)
  • Former: Clifton L. Bridges (2020–2022) — Grant Committee
  • Former: J. Stephen Pullum (2020–2022) — Grant Committee
  • Former: John P. Purser III (2020–2022) — Grant Committee
  • Former: Melanie Cianciotto (2020–2022) — Trustee

Data from IRS Form 990 filings, 2020–2026. "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: $25KTruist BankTrustee$25K

The highest reported compensation on the 2026 filing was $25K, to Truist Bank (Trustee).

Frequently asked questions about Fawley Gertrude C Char Tr Ta

How large is Fawley Gertrude C Char Tr Ta?

Fawley Gertrude C Char Tr Ta reported $2.3M in total assets on its 2026 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $137K (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.

Where does Fawley Gertrude C Char Tr Ta operate?

Fawley Gertrude C Char Tr Ta has awarded grants in District of Columbia, Florida.

What is Fawley Gertrude C Char Tr Ta's EIN?

Fawley Gertrude C Char Tr Ta's EIN (Employer Identification Number) is 59-7084262. 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.

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