Foundation Trust

Private foundation · Grantmaker Venice, FL EIN: 65-6253272

Foundation Trust is a private foundation, based in Venice, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $33K in total assets. In 2025, it made $500 in qualifying distributions.

Key facts about Foundation Trust

EIN
65-6253272
Latest 990 filing
Form 990-PF, 2025
Total assets
$32,844

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$33K

-3.0% YoY

Revenue

$1K

-24.9% YoY

Qualifying Distributions

$500

-91.4% YoY

Expenses

$2K

-73.1% YoY

Under IRS private-foundation payout rules, Foundation Trust reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.

How Foundation Trust gives

  • In 2025 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Bradenton

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K0 grants2020 0 grants2021 0 grants2022 0 grants2023 1 grant2024 0 grants2025

In 2024 it made 1 grant totaling $5K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

1 grants across all recorded years

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

The most common grant size was under $50K: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2.5K$5K$7.5K$10K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$32,844$33,866$40,216
Revenue$1,068$1,422$1,440
Expenses$2,090$7,772$2,434
Qualifying Distributions$500$5,840$735
Distributable Amount$3,339$3,090$2,850

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 30, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 18, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 21, 2026)

Leadership & Key People

Officers and directors from IRS filings

Foundation Trust's only listed officer is Caldwell Trust Company, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Caldwell Trust Company

    Trustee

    On filings since 2020

    1 hr/week

    $1K (2021) → $990 (2025)

Data from IRS Form 990 filings, 2020–2025. "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

Caldwell Trust Company — Trustee: $990Caldwell Trust CompanyTrustee$990

The highest reported compensation on the 2025 filing was $990, to Caldwell Trust Company (Trustee).

Frequently asked questions about Foundation Trust

How large is Foundation Trust?

Foundation Trust reported $33K in total assets on its 2025 IRS Form 990-PF. It paid out $500 in qualifying distributions that year, against a required minimum of $3K (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 Foundation Trust operate?

Foundation Trust has awarded grants in Florida.

What is Foundation Trust's EIN?

Foundation Trust's EIN (Employer Identification Number) is 65-6253272. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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