John D Umber & Gertrude L Umber Foundation Tr

Private foundation · Grantmaker Tampa, FL EIN: 72-1344069

John D Umber & Gertrude L Umber Foundation Tr is a private foundation, based in Tampa, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $364K in total assets. In 2025, it awarded 3 grants totaling $46K. Net investment income was $24K.

Key facts about John D Umber & Gertrude L Umber Foundation Tr

In short: John D Umber & Gertrude L Umber Foundation Tr gave $46K across 3 grants in 2025 (avg $15K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
72-1344069
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$45,600
Grants made (2025)
3
Average grant
$15,200
Median grant
$14,500
Total assets
$364,481
Primary geography
Florida (71% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$364K

+15.7% YoY

Annual Giving

$46K

+45.4% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$15K

+93.8% YoY

Under IRS private-foundation payout rules, John D Umber & Gertrude L Umber Foundation Tr reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.

How John D Umber & Gertrude L Umber Foundation Tr gives

  • Giving grew 38% from 2022 to 2025. Method
  • In 2025 it paid out 262% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

StanfordTampaTemple TerraceLutzThonotosassa

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K3 grants2020 3 grants2021 2 grants2022 2 grants2023 4 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $27K (2023) to $46K (2025). In 2025 it made 3 grants totaling $46K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Florida College: $18KFlorida College$18KBuddy Payne: $15KBuddy Payne$15KFort Logan Church: $13KFort Logan Church$13K

The largest 2025 recipient was Florida College ($18K). Together the top 3 received $46K.

Grant Size Distribution

14 grants across all recorded years

14<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 14 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Florida College Tampa, FLfoundation grant$17,900
Buddy Payne Temple Terrace, FLfoundation grant$14,500
Fort Logan Church Stanford, KYfoundation grant$13,200

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$364,481$314,942$334,165
Revenue$41,186$23,101$26,076
Expenses$45,950$31,720$27,250
Qualifying Distributions$45,600$31,370$31,069
Net Investment Income$24,134$24,066$26,076
Distributable Amount$17,404$15,002$15,068

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 20, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 21, 2025)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  6. Updated Form 990-PF for fiscal year 2020 (received by the IRS January 12, 2022)

Leadership & Key People

Officers and directors from IRS filings

John D Umber & Gertrude L Umber Foundation Tr is led by John D. Umber Gertrude L. Umber Fou, Trustee on the 2025 filing — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • John D. Umber Gertrude L. Umber Fou

    Trustee

    New on the 2025 filing

    No compensation reported

Former officers (1)
  • Former: John D Umber Gertrude L Umber Foundation (2020–2024) — Trustee

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 John D Umber & Gertrude L Umber Foundation Tr

How much does John D Umber & Gertrude L Umber Foundation Tr give each year?

John D Umber & Gertrude L Umber Foundation Tr gave $46K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 4 grants.

What is John D Umber & Gertrude L Umber Foundation Tr's typical grant size?

John D Umber & Gertrude L Umber Foundation Tr's median grant in 2025 was $14,500, and its average grant was $15,200, across 3 grants on its 2025 IRS Form 990-PF.

Where does John D Umber & Gertrude L Umber Foundation Tr give grants?

John D Umber & Gertrude L Umber Foundation Tr gives mostly in Florida: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Kentucky (29%).

Does John D Umber & Gertrude L Umber Foundation Tr give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on John D Umber & Gertrude L Umber Foundation Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Foundation Grant" (3 grants).

How large is John D Umber & Gertrude L Umber Foundation Tr?

John D Umber & Gertrude L Umber Foundation Tr reported $364K in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).

What is John D Umber & Gertrude L Umber Foundation Tr's EIN?

John D Umber & Gertrude L Umber Foundation Tr's EIN (Employer Identification Number) is 72-1344069. 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.

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