Iola F Putnam - Tes Tr is a private foundation focused on Philanthropy, based in ORLANDO, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $651K in total assets. In 2025, it awarded 14 grants totaling $30K. Net investment income was $31K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$651K
-0.3% YoY
Annual Giving
$30K
+51.3% YoY
Grant Count
14
+0.0% YoY
Avg Grant Size
$2K
+51.3% YoY
Under IRS private-foundation payout rules, Iola F Putnam - Tes Tr reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.
About Iola F Putnam - Tes Tr
Based on IRS filings
Iola F Putnam - Tes Tr is a private foundation focused on Philanthropy, based in ORLANDO, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $651K in total assets. In 2025, it awarded 14 grants totaling $30K. Net investment income was $31K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $651,406 | $653,634 | $674,888 |
| Revenue | $38,763 | $9,576 | $29,957 |
| Expenses | $45,738 | $30,367 | $54,554 |
| Qualifying Distributions | $37,682 | $25,332 | $45,881 |
| Net Investment Income | $30,674 | $11,677 | $21,873 |
| Distributable Amount | $41,117 | $35,636 | $34,243 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
70 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Carmelite Monastery ($3,376), St Joseph's Indian School ($3,376), Salvation Army ($3,376).
| Recipient | Purpose | Amount |
|---|---|---|
| CARMELITE MONASTERY | GENERAL OPERATING | $3,376 |
| XAVIER SOCIETY FOR THE BLIND NEW YORK, NY | GENERAL OPERATING | $1,688 |
| SALEM RESCUE SQUAD INC SALEM, VA | GENERAL OPERATING | $1,688 |
| HOLY GHOST FATHERS BETHEL PARK, PA | GENERAL OPERATING | $1,688 |
| CATHOLIC INDIAN MISSION FT YATES, ND | GENERAL OPERATING | $1,688 |
| ST JOSEPH'S INDIAN SCHOOL CHAMBERLAIN, SD | GENERAL OPERATING | $3,376 |
| BENEDICTINE MISSION HOUSE SCHUYLER, NE | GENERAL OPERATING | $1,688 |
| TRINITY MISSIONS SILVER SPRING, MD | GENERAL OPERATING | $1,688 |
| SALVATION ARMY WASHINGTON DC, DC | GENERAL OPERATING | $3,376 |
| CITY RESCUE MISSION ROANOKE, VA | GENERAL OPERATING | $1,688 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK N A | TRUSTEE | 1 | $11,596 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Iola F Putnam - Tes Tr?
Iola F Putnam - Tes Tr is a private foundation focused on Philanthropy, based in ORLANDO, FL. It holds $651K in total assets as of 2025.
How large is Iola F Putnam - Tes Tr?
As of 2025, Iola F Putnam - Tes Tr holds $651K in total assets with $39K in annual revenue. It awarded 14 grants totaling $30K in 2025.
Where does Iola F Putnam - Tes Tr operate?
Iola F Putnam - Tes Tr has awarded grants in Alabama, District of Columbia, Florida, Kentucky, Maryland, North Dakota, Nebraska, New York, Pennsylvania, South Dakota, Virginia.
What size grants does Iola F Putnam - Tes Tr award?
In 2025, Iola F Putnam - Tes Tr awarded 14 grants totaling $30K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Iola F Putnam - Tes Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Iola F Putnam - Tes Tr reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Iola F Putnam - Tes Tr's EIN?
Iola F Putnam - Tes Tr's EIN (Employer Identification Number) is 54-6181973. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Iola F Putnam - Tes Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.