Marla V Jordan Charitable Trust
Marla V Jordan Charitable Trust is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $711K in total assets. In 2025, it awarded 1 grant totaling $32K. Net investment income was $34K.
Key facts about Marla V Jordan Charitable Trust
In short: Marla V Jordan Charitable Trust gave $32K across 1 grant in 2025 (avg $32K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- EIN
- 57-6145989
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $31,546
- Grants made (2025)
- 1
- Average grant
- $31,546
- Median grant
- $31,546
- Total assets
- $710,849
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$711K
-0.7% YoY
Annual Giving
$32K
+36.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$32K
+36.1% YoY
Under IRS private-foundation payout rules, Marla V Jordan Charitable Trust reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.
How Marla V Jordan Charitable Trust gives
- Giving fell 33% from 2022 to 2025. Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $13K (2019) to $47K (2022). In 2025 it made 1 grant totaling $32K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
The largest 2025 recipient was Duke University ($32K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Duke University Durham, NC | General Operating | $31,546 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $710,849 | $715,951 | $715,694 |
| Revenue | $39,803 | $36,115 | $8,309 |
| Expenses | $44,780 | $35,861 | $40,689 |
| Qualifying Distributions | $38,517 | $30,220 | $36,940 |
| Net Investment Income | $34,176 | $30,416 | $14,550 |
| Distributable Amount | $39,942 | $38,595 | $36,048 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 17, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Marla V Jordan Charitable Trust's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2022
1 hr/week
$10K (2022) → $11K (2025)
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to Truist Bank (Trustee).
Frequently asked questions about Marla V Jordan Charitable Trust
How much does Marla V Jordan Charitable Trust give each year?
Marla V Jordan Charitable Trust gave $32K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 1 grant.
How large is Marla V Jordan Charitable Trust?
Marla V Jordan Charitable Trust reported $711K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).
Where does Marla V Jordan Charitable Trust operate?
Marla V Jordan Charitable Trust has awarded grants in North Carolina.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Marla V Jordan Charitable Trust by hand.
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