Foundation Trust
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.
Foundation Trust at a glance
- Total assets
- $32,844
- -3.0% vs 2024
- Revenue (2025)
- $1,068
- -24.9% vs 2024
- Qualifying distributions (2025)
- $500
- -91.4% vs 2024
- Expenses (2025)
- $2,090
- -73.1% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Foundation Trust funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Manatee Community Foundation Bradenton, FL | To help strengthen and enhance the community through philanthropy, education, and services | $5,000 |
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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 | $32,844 | $1,068 | $2,090 | — | — | $500 | — | $3,339 |
| 2024 | $33,866 | $1,422 | $7,772 | $5,000 | 1 | $5,840 | — | $3,090 |
| 2023 | $40,216 | $1,440 | $2,434 | — | — | $735 | — | $2,850 |
| 2022 | $41,210 | $-285 | $2,037 | — | — | — | — | $2,816 |
| 2021 | $43,532 | $812 | $2,043 | — | — | — | — | $3,001 |
| 2020 | $44,763 | $2,642 | $1,863 | — | — | — | $779 | $2,384 |
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.
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
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 21, 2026)
Live grants for the work Foundation Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Foundation Trust's focus areas in our free grants database
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Foundation Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Foundation Trust down — hundreds of funders to go?