Hamilton-Forbes Ruth a Char Ta
Hamilton-Forbes Ruth a Char Ta is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.2M in total assets. In 2025, it awarded 5 grants totaling $125K. Net investment income was $216K.
Key facts about Hamilton-Forbes Ruth a Char Ta
In short: Hamilton-Forbes Ruth a Char Ta gave $125K across 5 grants in 2025 (avg $25K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 59-7228592
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $125,490
- Grants made (2025)
- 5
- Average grant
- $25,098
- Median grant
- $25,098
- Total assets
- $3,232,056
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.2M
+2.5% YoY
Annual Giving
$125K
+0.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$25K
+0.0% YoY
Under IRS private-foundation payout rules, Hamilton-Forbes Ruth a Char Ta reported a distributable amount of $178K for 2025 — the minimum it must pay out in qualifying distributions.
How Hamilton-Forbes Ruth a Char Ta gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 78% 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
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $125K (2024) to $4.1M (2021). In 2025 it made 5 grants totaling $125K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was The Salvation Army ($25K). Together the top 5 received $125K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 20 grants of 25 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Salvation Army Orlando, FL | General Operating | $25,098 |
| Stetson University Inc Deland, FL | General Operating | $25,098 |
| Pet Alliance of Greater Orlando Orlando, FL | General Operating | $25,098 |
| Orlando Union Rescue Mission Orlando, FL | General Operating | $25,098 |
| Catholic Social Services Orlando, FL | General Operating | $25,098 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,232,056 | $3,154,056 | $2,861,536 |
| Revenue | $230,087 | $452,882 | $141,123 |
| Expenses | $151,651 | $160,997 | $155,363 |
| Qualifying Distributions | $139,036 | $138,541 | $142,756 |
| Net Investment Income | $216,359 | $440,284 | $130,306 |
| Distributable Amount | $177,518 | $165,464 | $164,178 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
Leadership & Key People
Officers and directors from IRS filings
Hamilton-Forbes Ruth a Char Ta'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
$42K (2021) → $24K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2020) — Trustee
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 $24K, to Truist Bank (Trustee).
Frequently asked questions about Hamilton-Forbes Ruth a Char Ta
How much does Hamilton-Forbes Ruth a Char Ta give each year?
Hamilton-Forbes Ruth a Char Ta gave $125K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $125K across 5 grants.
What is Hamilton-Forbes Ruth a Char Ta's typical grant size?
Hamilton-Forbes Ruth a Char Ta's median grant in 2025 was $25,098, and its average grant was $25,098, across 5 grants on its 2025 IRS Form 990-PF.
Where does Hamilton-Forbes Ruth a Char Ta give grants?
Hamilton-Forbes Ruth a Char Ta gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Orlando, FL (4 grants).
Does Hamilton-Forbes Ruth a Char Ta give general operating support?
Yes: 100% of Hamilton-Forbes Ruth a Char Ta'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 Hamilton-Forbes Ruth a Char Ta's largest grantees?
Hamilton-Forbes Ruth a Char Ta's largest 2025 grantees include The Salvation Army ($25,098), Stetson University Inc ($25,098) and Pet Alliance of Greater Orlando ($25,098), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Hamilton-Forbes Ruth a Char Ta?
Hamilton-Forbes Ruth a Char Ta reported $3.2M in total assets on its 2025 IRS Form 990-PF. It paid out $139K in qualifying distributions that year, against a required minimum of $178K (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.
What is Hamilton-Forbes Ruth a Char Ta's EIN?
Hamilton-Forbes Ruth a Char Ta's EIN (Employer Identification Number) is 59-7228592. 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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