Jane & Gunby Treakle Charitable and

IRVINGTON, VA EIN: 51-0215563

Jane & Gunby Treakle Charitable and is a private foundation, based in IRVINGTON, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $492K in total assets. In 2024, it awarded 13 grants totaling $24K. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$492K

-3.5% YoY

Annual Giving

$24K

+9.1% YoY

Grant Count

+18.2% YoY

Avg Grant Size

$2K

-7.7% YoY

Under IRS private-foundation payout rules, Jane & Gunby Treakle Charitable and reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

About Jane & Gunby Treakle Charitable and

Based on IRS filings

Ready to take the next step with Jane & Gunby Treakle Charitable and?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $97K (100%)

States

Virginia

Cities

Kilmarnock

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$492,388	$510,445	$526,960
Revenue	$15,443	$16,875	$11,743
Expenses	$33,500	$33,390	$21,365
Qualifying Distributions	$26,475	$26,872	$19,582
Net Investment Income	$11,852	$10,527	$12,229
Distributable Amount	$22,892	$23,378	$25,585

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 2024

Grant Size Distribution

49 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ashley N Burgess ($2,000), David R Zeller Jr ($2,000), Elizabeth Woolard ($2,000).

Recipient	Purpose	Amount
ASHLEY N BURGESS KILMARNOCK, VA	SCHOLARSHIP	$2,000
DAVID R ZELLER JR KILMARNOCK, VA	SCHOLARSHIP	$2,000
ELIZABETH WOOLARD KILMARNOCK, VA	SCHOLARSHIP	$2,000
EMILY BURGESS KILMARNOCK, VA	SCHOLARSHIP	$2,000
EMMA CATHERINE SMITH KILMARNOCK, VA	SCHOLARSHIP	$2,000
KATARINA M ZEILER KILMARNOCK, VA	SCHOLARSHIP	$2,000
MADISON GIESE KILMARNOCK, VA	SCHOLARSHIP	$2,000
MARY LOGAN HILL KILMARNOCK, VA	SCHOLARSHIP	$2,000
THOMAS C NEALE JR KILMARNOCK, VA	SCHOLARSHIP	$2,000
CAROLINE ELIZABETH NEALE KILMARNOCK, VA	SCHOLARSHIP	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LORI J PICKETT	PRESIDENT	2	—
JUDY J BAENSCH	VICE PRESIDE	2	—

Frequently Asked Questions

How large is Jane & Gunby Treakle Charitable and?

As of 2024, Jane & Gunby Treakle Charitable and holds $492K in total assets with $15K in annual revenue. It awarded 13 grants totaling $24K in 2024.

Where does Jane & Gunby Treakle Charitable and operate?

Jane & Gunby Treakle Charitable and has awarded grants in Virginia.

What size grants does Jane & Gunby Treakle Charitable and award?

In 2024, Jane & Gunby Treakle Charitable and awarded 13 grants totaling $24K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Jane & Gunby Treakle Charitable and required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jane & Gunby Treakle Charitable and reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jane & Gunby Treakle Charitable and's EIN?

Jane & Gunby Treakle Charitable and's EIN (Employer Identification Number) is 51-0215563. IRS Form 990 filing data is available on this page for 2020–2024.