Marla V Jordan Charitable Trust

ORLANDO, FL EIN: 57-6145989

Marla V Jordan Charitable Trust is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $716K in total assets. In 2024, it awarded 1 grants totaling $23K. Net investment income was $30K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$716K

+0.0% YoY

Annual Giving

$23K

-27.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$23K

-27.0% YoY

Under IRS private-foundation payout rules, Marla V Jordan Charitable Trust reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.

About Marla V Jordan Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $156K (100%)

States

North Carolina

Cities

Durham

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$715,951	$715,694	$748,202
Revenue	$36,115	$8,309	$31,265
Expenses	$35,861	$40,689	$58,330
Qualifying Distributions	$30,220	$36,940	$51,877
Net Investment Income	$30,416	$14,550	$26,302
Distributable Amount	$38,595	$36,048	$38,586

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Duke University ($23,171).

Recipient	Purpose	Amount
DUKE UNIVERSITY DURHAM, NC	GENERAL OPERATING	$23,171

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$11,099

Frequently Asked Questions

How large is Marla V Jordan Charitable Trust?

As of 2024, Marla V Jordan Charitable Trust holds $716K in total assets with $36K in annual revenue. It awarded 1 grants totaling $23K in 2024.

Where does Marla V Jordan Charitable Trust operate?

Marla V Jordan Charitable Trust has awarded grants in North Carolina.

What size grants does Marla V Jordan Charitable Trust award?

In 2024, Marla V Jordan Charitable Trust awarded 1 grants totaling $23K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Marla V Jordan Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marla V Jordan Charitable Trust reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Marla V Jordan Charitable Trust's EIN?

Marla V Jordan Charitable Trust's EIN (Employer Identification Number) is 57-6145989. IRS Form 990 filing data is available on this page for 2020–2024.