Fitzsimmons Tua Fbo Charitie

ORLANDO, FL EIN: 23-7976966

Fitzsimmons Tua Fbo Charitie is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $673K in total assets. In 2024, it awarded 5 grants totaling $35K. Net investment income was $54K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$673K

+1.9% YoY

Annual Giving

$35K

+3.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7K

+3.6% YoY

Under IRS private-foundation payout rules, Fitzsimmons Tua Fbo Charitie reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.

About Fitzsimmons Tua Fbo Charitie

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $171K (100%)

States

Pennsylvania

Cities

West Chester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$672,880	$660,654	$722,238
Revenue	$59,151	$-19,769	$19,727
Expenses	$47,138	$41,691	$48,747
Qualifying Distributions	$41,559	$37,512	$41,307
Net Investment Income	$53,595	$10,501	$11,605
Distributable Amount	$36,663	$33,731	$35,152

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 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 Chester County Hospital ($6,936), The Hickman Friends Senior Community ($6,936), West Chester Library Association ($6,936).

Recipient	Purpose	Amount
CHESTER COUNTY HOSPITAL WEST CHESTER, PA	GENERAL OPERATING	$6,936
THE HICKMAN FRIENDS SENIOR COMMUNITY WEST CHESTER, PA	GENERAL OPERATING	$6,936
WEST CHESTER LIBRARY ASSOCIATION WEST CHESTER, PA	GENERAL OPERATING	$6,936
YMCA OF THE BRANDYWINE VALLEY WEST CHESTER, PA	GENERAL OPERATING	$6,936
CHESTER COUNTY HISTORICAL SOCIETY WEST CHESTER, PA	GENERAL OPERATING	$6,936

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	$10,758

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Fitzsimmons Tua Fbo Charitie?

Fitzsimmons Tua Fbo Charitie is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $673K in total assets as of 2024.

How large is Fitzsimmons Tua Fbo Charitie?

As of 2024, Fitzsimmons Tua Fbo Charitie holds $673K in total assets with $59K in annual revenue. It awarded 5 grants totaling $35K in 2024.

Where does Fitzsimmons Tua Fbo Charitie operate?

Fitzsimmons Tua Fbo Charitie has awarded grants in Pennsylvania.

What size grants does Fitzsimmons Tua Fbo Charitie award?

In 2024, Fitzsimmons Tua Fbo Charitie awarded 5 grants totaling $35K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Fitzsimmons Tua Fbo Charitie required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Fitzsimmons Tua Fbo Charitie reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.