Herman J Deford Charitable Trust

ORLANDO, FL EIN: 59-6841753

Herman J Deford Charitable Trust is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $42K in total assets. In 2025, it awarded 1 grants totaling $86K. Net investment income was $21K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$42K

-62.3% YoY

Annual Giving

$86K

-1.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$86K

-1.2% YoY

Under IRS private-foundation payout rules, Herman J Deford Charitable Trust reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.

About Herman J Deford Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $430K (100%)

States

Illinois

Cities

Evanston

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$42,340	$112,313	$172,031
Revenue	$23,416	$30,445	$17,494
Expenses	$94,124	$90,481	$97,237
Qualifying Distributions	$89,762	$89,583	$92,579
Net Investment Income	$21,285	$29,547	$13,118
Distributable Amount	$3,732	$7,012	$10,850

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 Northwestern University ($86,142).

Recipient	Purpose	Amount
NORTHWESTERN UNIVERSITY EVANSTON, IL	GENERAL OPERATING	$86,142

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$4,241

Frequently Asked Questions

How large is Herman J Deford Charitable Trust?

As of 2025, Herman J Deford Charitable Trust holds $42K in total assets with $23K in annual revenue. It awarded 1 grants totaling $86K in 2025.

Where does Herman J Deford Charitable Trust operate?

Herman J Deford Charitable Trust has awarded grants in Illinois.

What size grants does Herman J Deford Charitable Trust award?

In 2025, Herman J Deford Charitable Trust awarded 1 grants totaling $86K — an average of about $86K per grant, based on its IRS Form 990 filings.

How much is Herman J Deford Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Herman J Deford Charitable Trust reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Herman J Deford Charitable Trust's EIN?

Herman J Deford Charitable Trust's EIN (Employer Identification Number) is 59-6841753. IRS Form 990 filing data is available on this page for 2020–2025.