Florida Fleming Chaffee Trust

SAINT LOUIS, MO EIN: 56-6116946

Florida Fleming Chaffee Trust is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 1 grants totaling $122K. Net investment income was $69K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.4M

-2.4% YoY

Annual Giving

$122K

+6.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$122K

+6.1% YoY

Under IRS private-foundation payout rules, Florida Fleming Chaffee Trust reported a distributable amount of $136K for 2025 — the minimum it must pay out in qualifying distributions.

About Florida Fleming Chaffee Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $609K (100%)

States

North Carolina

Cities

Morganton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$2,373,635	$2,431,976	$2,476,374
Revenue	$101,912	$106,315	$48,506
Expenses	$160,281	$150,650	$163,552
Qualifying Distributions	$126,253	$119,462	$134,340
Net Investment Income	$69,363	$75,878	$45,428
Distributable Amount	$136,408	$126,993	$122,186

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Blue Ridge Healthcare Hospitals Inc ($122,000).

Recipient	Purpose	Amount
BLUE RIDGE HEALTHCARE HOSPITALS INC MORGANTON, NC	GENERAL OPERATING	$122,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$30,919

Frequently Asked Questions

How large is Florida Fleming Chaffee Trust?

As of 2025, Florida Fleming Chaffee Trust holds $2.4M in total assets with $102K in annual revenue. It awarded 1 grants totaling $122K in 2025.

Where does Florida Fleming Chaffee Trust operate?

Florida Fleming Chaffee Trust has awarded grants in North Carolina.

What size grants does Florida Fleming Chaffee Trust award?

In 2025, Florida Fleming Chaffee Trust awarded 1 grants totaling $122K — an average of about $122K per grant, based on its IRS Form 990 filings.

How much is Florida Fleming Chaffee Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Florida Fleming Chaffee Trust reported a distributable amount of $136K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.