Fitzsimmons Tua FBO Charitie
Fitzsimmons Tua FBO Charitie is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $667K in total assets. In 2025, it awarded 5 grants totaling $34K. Net investment income was $36K.
Fitzsimmons Tua FBO Charitie at a glance
In short: Fitzsimmons Tua FBO Charitie gave $34K across 5 grants in 2025 (avg $7K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $33,975
- -2.0% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $6,795
- -2.0% vs 2024
- Median grant
- $6,795
- Total assets
- $666,691
- -0.9% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Fitzsimmons Tua FBO Charitie funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Chester County Hospital ($7K). Together the top 5 received $34K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Fitzsimmons Tua FBO Charitie gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $32K (2019) to $37K (2022). In 2025 it made 5 grants totaling $34K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chester County Hospital West Chester, PA | General Operating | $6,795 |
| The Hickman Friends Senior Community West Chester, PA | General Operating | $6,795 |
| West Chester Library Association West Chester, PA | General Operating | $6,795 |
| YMCA of the Brandywine Valley West Chester, PA | General Operating | $6,795 |
| Chester County Historical Society West Chester, PA | General Operating | $6,795 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $666,691 | $41,610 | $47,783 | $33,975 | 5 | $40,867 | $35,929 | $38,216 |
| 2024 | $672,880 | $59,151 | $47,138 | $34,680 | 5 | $41,559 | $53,595 | $36,663 |
| 2023 | $660,654 | $-19,769 | $41,691 | $33,460 | 5 | $37,512 | $10,501 | $33,731 |
| 2022 | $722,238 | $19,727 | $48,747 | $37,125 | 5 | $41,307 | $11,605 | $35,152 |
| 2021 | $751,244 | $134,766 | $43,648 | $32,670 | 5 | $37,200 | $129,943 | $39,299 |
| 2020 | $659,966 | $66,441 | $41,008 | $32,610 | 5 | — | $61,978 | $34,142 |
| 2019 | $634,806 | $18,497 | $41,441 | $32,425 | 5 | — | $9,952 | $34,532 |
Under IRS private-foundation payout rules, Fitzsimmons Tua FBO Charitie reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Fitzsimmons Tua FBO Charitie'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
$9K (2021) → $11K (2025)
Former officers (1)
- Former: Branch Banking AND Trust Company (2019–2020) — Trustee & Part-Time
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $11K, to Truist Bank (Trustee).
Frequently asked questions about Fitzsimmons Tua FBO Charitie
How much does Fitzsimmons Tua FBO Charitie give each year?
Fitzsimmons Tua FBO Charitie gave $34K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 5 grants.
What is Fitzsimmons Tua FBO Charitie's typical grant size?
Fitzsimmons Tua FBO Charitie's median grant in 2025 was $6,795, and its average grant was $6,795, across 5 grants on its 2025 IRS Form 990-PF.
Where does Fitzsimmons Tua FBO Charitie give grants?
Fitzsimmons Tua FBO Charitie gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were West Chester, PA (5 grants).
Does Fitzsimmons Tua FBO Charitie give general operating support?
Yes: 100% of Fitzsimmons Tua FBO Charitie's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Fitzsimmons Tua FBO Charitie's largest grantees?
Fitzsimmons Tua FBO Charitie's largest 2025 grantees include Chester County Hospital ($6,795), The Hickman Friends Senior Community ($6,795) and West Chester Library Association ($6,795), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Fitzsimmons Tua FBO Charitie?
Fitzsimmons Tua FBO Charitie reported $667K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets).
What is Fitzsimmons Tua FBO Charitie's EIN?
Fitzsimmons Tua FBO Charitie's EIN (Employer Identification Number) is 23-7976966. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2019–2025
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