Iola F Putnam - TES Tr
Iola F Putnam - TES Tr is a private foundation based in Orlando, Florida. In its 2026 filing, it reported 14 grants totaling $33,814, with listed awards supporting charitable organizations including religious, service, and emergency-response organizations.
Iola F Putnam - TES Tr at a glance
In short: Iola F Putnam - TES Tr gave $34K across 14 grants in 2026 (avg $2K), top state Virginia. 0% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $33,814
- +11.3% vs 2025
- Grants made (2026)
- 14
- +0.0% vs 2025
- Average grant
- $2,415
- +11.3% vs 2025
- Median grant
- $1,879
- Total assets
- $665,964
- +2.2% vs 2025
- New grantees (estimate)
- 0% first-time grantees (0 of 14, 2026; small sample)
- Primary geography
- Virginia (28% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Iola F Putnam - TES Tr
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states in its 2025 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 919798, Orlando, FL 32891-9798
Phone: (804) 270-8229
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Iola F Putnam - TES Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Carmelite Monastery ($4K). Together the top 10 received $26K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 70 grants of 70 (100%).
Geographic Focus
Where this funder awards grants
The 2026 filing reports that Virginia received 28% of grant dollars, while South Dakota and Washington, DC each received 11%, and Pennsylvania received 6%. Listed 2026 recipients were located in states including Virginia, South Dakota, Pennsylvania, North Dakota, Nebraska, Kentucky, and New York, as well as Washington, DC.
Grant Distribution by State
Share of 2026 grant dollars across all 14 itemized grants.
States
Cities
Is Iola F Putnam - TES Tr open to new grantees?
0%
first-time grantees, 2026
In 2026, 0 of 14 grantees (0%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count
- 100% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (−9%). Method
- In 2026 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $20K (2024) to $37K (2023). In 2026 it made 14 grants totaling $34K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Carmelite Monastery | General Support | $3,757 |
| St Joseph's Indian School Chamberlain, SD | General Support | $3,757 |
| Salvation Army Washington DC, DC | General Support | $3,757 |
| St Bernard's Church Bristol, VA | General Support | $3,757 |
| Holy Ghost Fathers Bethel Park, PA | General Support | $1,879 |
| Catholic Indian Mission Ft Yates, ND | General Support | $1,879 |
| Benedictine Mission House Schuyler, NE | General Support | $1,879 |
| City Rescue Mission Roanoke, VA | General Support | $1,879 |
| Missionhurst Inc Arlington, VA | General Support | $1,879 |
| Christian Appalachian Project Lexington, KY | General Support | $1,879 |
Ready to take the next step with Iola F Putnam - TES Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $665,964 | $64,387 | $49,847 | $33,814 | 14 | $42,092 | $58,580 | $44,190 |
| 2025 | $651,406 | $38,763 | $45,738 | $30,384 | 14 | $37,682 | $30,674 | $41,117 |
| 2024 | $653,634 | $9,576 | $30,367 | $20,076 | 14 | $25,332 | $11,677 | $35,636 |
| 2023 | $674,888 | $29,957 | $54,554 | $37,078 | 14 | $45,881 | $21,873 | $34,243 |
| 2022 | $700,159 | $85,542 | $50,874 | $27,348 | 14 | $40,764 | $77,065 | $45,131 |
| 2021 | $660,075 | $119,157 | $43,717 | $24,130 | 14 | — | $111,444 | $37,820 |
Under IRS private-foundation payout rules, Iola F Putnam - TES Tr reported a distributable amount of $44K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2026 grants show support for organizations whose stated work includes religious services and materials, community service, and emergency medical services. For example, Christian Appalachian Project describes its mission as “building hope, transforming lives, and sharing Christ's love through service in Appalachia.” Xavier Society for the Blind says it provides religious reading materials to people who are sight impaired, and Salem Rescue Squad says it provides emergency medical services through a volunteer staff.
Grantmaking
In 2026, the foundation reported 14 grants totaling $33,814. Grants ranged from $1,878 to $3,757, with a median of $1,879; the listed grants were for general support. Notable recipients included Carmelites Monastery, St Joseph's Indian School, the Salvation Army in Washington, DC, and St Bernard's Church, each receiving $3,757. Christian Appalachian Project received $1,879, while Xavier Society for the Blind and Salem Rescue Squad each received $1,878.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Truist Bank N A as trustee.
Iola F Putnam - TES Tr's only listed officer is Truist Bank N A, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Truist Bank N A
Trustee
On filings since 2022
1 hr/week
$15K (2022) → $11K (2026)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $11K, to Truist Bank N a (Trustee).
Frequently asked questions about Iola F Putnam - TES Tr
How much does Iola F Putnam - TES Tr give each year?
Iola F Putnam - TES Tr gave $34K across 14 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $30K across 14 grants.
What is Iola F Putnam - TES Tr's typical grant size?
Iola F Putnam - TES Tr's median grant in 2026 was $1,879, and its average grant was $2,415, across 14 grants on its 2026 IRS Form 990-PF.
Where does Iola F Putnam - TES Tr give grants?
Iola F Putnam - TES Tr's top state is Virginia, with 28% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were South Dakota (11%) and District of Columbia (11%).
Does Iola F Putnam - TES Tr give general operating support?
Yes: 100% of Iola F Putnam - TES Tr's 2026 grants with a stated purpose (14 of 14) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Iola F Putnam - TES Tr's largest grantees?
Iola F Putnam - TES Tr's largest 2026 grantees include Carmelite Monastery ($3,757), St Joseph's Indian School ($3,757) and Salvation Army ($3,757), according to its 2026 IRS Form 990-PF. Together they received 33% of its itemized 2026 grant dollars.
How large is Iola F Putnam - TES Tr?
Iola F Putnam - TES Tr reported $666K in total assets on its 2026 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $44K (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 does Iola F Putnam - TES Tr fund?
No mission statement for the foundation is provided. Its 2026 grants show support for organizations whose stated work includes religious services and materials, community service, and emergency medical services. See mission & focus areas ↑
How do I apply for a grant from Iola F Putnam - TES Tr?
The foundation states in its 2025 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2026.
Does Iola F Putnam - TES Tr accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 24, 2026)
- IRS filings on file for fiscal years 2021–2025
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