Fawley Gertrude C Char Tr Ta
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
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 26, 2026)
- 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
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.
Here's the math on researching Fawley Gertrude C Char Tr Ta by hand.
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