John D Umber & Gertrude L Umber Foundation Trust

TAMPA, FL EIN: 72-1344069

John D Umber & Gertrude L Umber Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $315K in total assets. In 2024, it awarded 4 grants totaling $31K. Net investment income was $24K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$315K

-5.8% YoY

Annual Giving

$31K

+15.1% YoY

Grant Count

4

+100.0% YoY

Avg Grant Size

$8K

-42.4% YoY

Under IRS private-foundation payout rules, John D Umber & Gertrude L Umber Foundation Trust reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

About John D Umber & Gertrude L Umber Foundation Trust

Based on IRS filings

John D Umber & Gertrude L Umber Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $315K in total assets. In 2024, it awarded 4 grants totaling $31K. Net investment income was $24K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

LutzStanfordTampaThonotosassa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$21K$31K$42K20202021202220232024
Metric202420232022
Total Assets$314,942$334,165$310,902
Revenue$23,101$26,076$37,995
Expenses$31,720$27,250$33,050
Qualifying Distributions$31,370$31,069$33,050
Net Investment Income$24,066$26,076$37,995
Distributable Amount$15,002$15,068$15,212

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$17K$25K$34K3 grants20203 grants20212 grants20222 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

FORT LOGAN CHURCH OF CHR…$14KFLORIDA COLLEGE$12KNORTH LIVINGSTON CHURCH …$4KTOM GARLAND$770

Grant Size Distribution

14 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fort Logan Church of Christ ($14,300), Florida College ($12,000), North Livingston Church of Christ ($4,300).

RecipientPurposeAmount
FORT LOGAN CHURCH OF CHRIST STANFORD, KYNON SPECIFIED$14,300
FLORIDA COLLEGE TAMPA, FLNON SPECIFIED$12,000
NORTH LIVINGSTON CHURCH OF CHRIST LUTZ, FLNON SPECIFIED$4,300
TOM GARLAND THONOTOSASSA, FLHOSPITAL BED FOR INVALD CHILD$770

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is John D Umber & Gertrude L Umber Foundation Trust?

John D Umber & Gertrude L Umber Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. It holds $315K in total assets as of 2024.

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

As of 2024, John D Umber & Gertrude L Umber Foundation Trust holds $315K in total assets with $23K in annual revenue. It awarded 4 grants totaling $31K in 2024.

Where does John D Umber & Gertrude L Umber Foundation Trust operate?

John D Umber & Gertrude L Umber Foundation Trust has awarded grants in Florida, Kentucky.

What size grants does John D Umber & Gertrude L Umber Foundation Trust award?

In 2024, John D Umber & Gertrude L Umber Foundation Trust awarded 4 grants totaling $31K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is John D Umber & Gertrude L Umber Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John D Umber & Gertrude L Umber Foundation Trust reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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

John D Umber & Gertrude L Umber Foundation Trust's EIN (Employer Identification Number) is 72-1344069. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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