Hamilton-Forbes Ruth a Char Ta

Private foundation · Grantmaker Orlando, FL EIN: 59-7228592

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

1state

Share of 2025 grant dollars across all 5 itemized grants.

States

Cities

OrlandoDeland

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M5 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

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 Salvation Army: $25KThe Salvation Army$25KStetson University Inc: $25KStetson University Inc$25KPet Alliance of Greater Orlando: $25KPet Alliance of GreaterOrlando$25KOrlando Union Rescue Mission: $25KOrlando Union Rescue Mission$25KCatholic Social Services: $25KCatholic Social Services$25K

The largest 2025 recipient was The Salvation Army ($25K). Together the top 5 received $125K.

Grant Size Distribution

25 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 25 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Salvation Army Orlando, FLGeneral Operating$25,098
Stetson University Inc Deland, FLGeneral Operating$25,098
Pet Alliance of Greater Orlando Orlando, FLGeneral Operating$25,098
Orlando Union Rescue Mission Orlando, FLGeneral Operating$25,098
Catholic Social Services Orlando, FLGeneral Operating$25,098

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
  6. 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

Truist Bank — Trustee: $24KTruist BankTrustee$24K

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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