Jane & Gunby Treakle Charitable and Educational Foundation Inc
Jane & Gunby Treakle Charitable and Educational Foundation Inc is a private foundation, based in Irvington, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $480K in total assets. In 2025, it awarded 8 grants totaling $21K. Net investment income was $9K.
Jane & Gunby Treakle Charitable and Educational Foundation Inc at a glance
In short: Jane & Gunby Treakle Charitable and Educational Foundation Inc gave $21K across 8 grants in 2025 (avg $3K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,500
- -14.6% vs 2024
- Grants made (2025)
- 8
- -38.5% vs 2024
- Average grant
- $2,563
- +38.8% vs 2024
- Median grant
- $2,500
- Total assets
- $480,018
- -2.5% vs 2024
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Jane & Gunby Treakle Charitable and Educational Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Kilmarnock Museum Inc ($3K).
Organizations only. It also paid 7 individual scholarships ($17,500), which are not listed by name.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 53 grants of 53 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How Jane & Gunby Treakle Charitable and Educational Foundation Inc gives
- Giving grew 105% from 2022 to 2025. Method
- In 2025 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
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $4K (2020) to $37K (2021). In 2025 it made 8 grants totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kilmarnock Museum Inc Kilmarnock, VA | Educational | $3,000 |
| 7 individual scholarships Recipients not named | — | $17,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $480,018 | $20,210 | $32,580 | $20,500 | 8 | $21,700 | $9,330 | $22,776 |
| 2024 | $492,388 | $15,443 | $33,500 | $24,000 | 13 | $26,475 | $11,852 | $22,892 |
| 2023 | $510,445 | $16,875 | $33,390 | $22,000 | 11 | $26,872 | $10,527 | $23,378 |
| 2022 | $526,960 | $11,743 | $21,365 | $10,000 | 10 | $19,582 | $12,229 | $25,585 |
| 2021 | $536,582 | $23,185 | $49,841 | $36,500 | 11 | — | $12,655 | $28,707 |
| 2020 | $563,238 | $17,404 | $13,225 | $4,000 | 4 | — | $10,526 | $29,288 |
Under IRS private-foundation payout rules, Jane & Gunby Treakle Charitable and Educational Foundation Inc reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jane & Gunby Treakle Charitable and Educational Foundation Inc is led by Lori J. Pickett, President since 2021 (on filings since 2020); none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lori J. Pickett
President
Vice President & Secretary → President, 2021
On filings since 2020
0.5 hrs/week
No compensation reported
Patricia Brown
Secretary & Treasurer
New on the 2025 filing
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Judy J. Baensch (2020–2024) — Vice President
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.
Frequently asked questions about Jane & Gunby Treakle Charitable and Educational Foundation Inc
How much does Jane & Gunby Treakle Charitable and Educational Foundation Inc give each year?
Jane & Gunby Treakle Charitable and Educational Foundation Inc gave $21K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 13 grants.
What is Jane & Gunby Treakle Charitable and Educational Foundation Inc's typical grant size?
Jane & Gunby Treakle Charitable and Educational Foundation Inc's median grant in 2025 was $2,500, and its average grant was $2,563, across 8 grants on its 2025 IRS Form 990-PF.
Where does Jane & Gunby Treakle Charitable and Educational Foundation Inc give grants?
Jane & Gunby Treakle Charitable and Educational Foundation Inc gives mostly in Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Jane & Gunby Treakle Charitable and Educational Foundation Inc give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Jane & Gunby Treakle Charitable and Educational Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (7 grants).
How large is Jane & Gunby Treakle Charitable and Educational Foundation Inc?
Jane & Gunby Treakle Charitable and Educational Foundation Inc reported $480K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $23K (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 Jane & Gunby Treakle Charitable and Educational Foundation Inc's EIN?
Jane & Gunby Treakle Charitable and Educational Foundation Inc's EIN (Employer Identification Number) is 51-0215563. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 19, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 9, 2026)
- IRS filings on file for fiscal years 2020–2025
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