Joseph Marsh Jr Tuw Concord UMC

Private foundation · Grantmaker Orlando, FL EIN: 32-6336430

Joseph Marsh Jr Tuw Concord UMC is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2021. As of 2021, the organization holds $495K in total assets. In 2021, it awarded 1 grant totaling $24K. Net investment income was $78K.

Key facts about Joseph Marsh Jr Tuw Concord UMC

In short: Joseph Marsh Jr Tuw Concord UMC gave $24K across 1 grant in 2021 (avg $24K), mostly in West Virginia. Source: 2021 IRS Form 990-PF.

EIN
32-6336430
Latest 990 filing
Form 990-PF, 2021
Annual giving (2021)
$24,044
Grants made (2021)
1
Average grant
$24,044
Median grant
$24,044
Total assets
$495,304
Primary geography
West Virginia (100% of itemized 2021 grant dollars)

Data from IRS Form 990-PF, 2021; updated October 2026.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

$495K

+10.1% YoY

Annual Giving

$24K

-0.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$24K

-0.9% YoY

Under IRS private-foundation payout rules, Joseph Marsh Jr Tuw Concord UMC reported a distributable amount of $26K for 2021 — the minimum it must pay out in qualifying distributions.

How Joseph Marsh Jr Tuw Concord UMC gives

  • In 2021 it paid out 103% 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

1state

Share of the 2021 grant dollars on its one itemized grant.

Cities

Athens

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2019 1 grant2020 1 grant2021

From 2019 to 2021, annual grant giving ranged from $24K (2019) to $24K (2020). In 2021 it made 1 grant totaling $24K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2021

Concord United Methodist Church: $24KConcord United MethodistChurch$24K

The largest 2021 recipient was Concord United Methodist Church ($24K).

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Concord United Methodist Church Athens, WVGeneral Operating$24,044

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2019 2020 2021
Metric202120202019
Total Assets$495,304$449,674$434,718
Revenue$81,078$44,832$18,028
Expenses$35,613$29,883$30,069
Qualifying Distributions$26,640——
Net Investment Income$77,918$42,450$13,232
Distributable Amount$25,880$24,013$23,934

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 17, 2020)
  2. IRS filings on file for fiscal years 2019–2021

Leadership & Key People

Officers and directors from IRS filings

Joseph Marsh Jr Tuw Concord UMC's only listed officer is Truist Bank, Trustee on the 2021 filing (compensated).

Officers on the 2021 filing

  • Truist Bank

    Trustee

    New on the 2021 filing

    1 hr/week

    $5K (2021)

Former officers (1)
  • Former: Branch Banking & Trust Company (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2021 IRS filing

Truist Bank — Trustee: $5KTruist BankTrustee$5K

The highest reported compensation on the 2021 filing was $5K, to Truist Bank (Trustee).

Frequently asked questions about Joseph Marsh Jr Tuw Concord UMC

How much does Joseph Marsh Jr Tuw Concord UMC give each year?

Joseph Marsh Jr Tuw Concord UMC gave $24K across 1 grant in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $24K across 1 grant.

How large is Joseph Marsh Jr Tuw Concord UMC?

Joseph Marsh Jr Tuw Concord UMC reported $495K in total assets on its 2021 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).

Where does Joseph Marsh Jr Tuw Concord UMC operate?

Joseph Marsh Jr Tuw Concord UMC has awarded grants in West Virginia.

What is Joseph Marsh Jr Tuw Concord UMC's EIN?

Joseph Marsh Jr Tuw Concord UMC's EIN (Employer Identification Number) is 32-6336430. IRS Form 990 filing data is available on this page for 2019–2021.

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

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