Mary Virginia Meredith Charitable Tr

Private foundation · Grantmaker Orlando, FL EIN: 54-6503900

Mary Virginia Meredith Charitable Tr is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 3 grants totaling $49K. Net investment income was $83K.

Key facts about Mary Virginia Meredith Charitable Tr

In short: Mary Virginia Meredith Charitable Tr gave $49K across 3 grants in 2025 (avg $16K), mostly in Maryland. Source: 2025 IRS Form 990-PF.

EIN
54-6503900
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$48,923
Grants made (2025)
3
Average grant
$16,308
Median grant
$12,231
Total assets
$1,046,070
Primary geography
Maryland (100% 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

$1.0M

+2.8% YoY

Annual Giving

$49K

+18.8% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$16K

+18.8% YoY

Under IRS private-foundation payout rules, Mary Virginia Meredith Charitable Tr reported a distributable amount of $58K for 2025 — the minimum it must pay out in qualifying distributions.

How Mary Virginia Meredith Charitable Tr gives

  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 97% 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

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

AnnapolisArnold

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $41K (2024) to $52K (2020). In 2025 it made 3 grants totaling $49K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

St Annes Parish: $24KSt Annes Parish$24KYWCA - Annapolis & Anne Arundel County: $12KYWCA - Annapolis & AnneArundel County$12KAa Med Ctr Foundation: $12KAa Med Ctr Foundation$12K

The largest 2025 recipient was St Annes Parish ($24K). Together the top 3 received $49K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Annes Parish Annapolis, MDGeneral Operating$24,461
YWCA - Annapolis & Anne Arundel County Arnold, MDGeneral Operating$12,231
Aa Med Ctr Foundation Annapolis, MDGeneral Operating$12,231

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,046,070$1,018,048$1,004,189
Revenue$90,238$72,170$220,151
Expenses$62,107$58,651$62,104
Qualifying Distributions$56,114$47,831$54,465
Net Investment Income$82,935$66,690$212,925
Distributable Amount$57,772$55,576$47,988

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 April 30, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Mary Virginia Meredith Charitable Tr's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2021

    1 hr/week

    $18K (2021) → $11K (2025)

Former officers (2)
  • Former: Branch Banking AND Trust CO (2020) — Trustee
  • Former: Branch Banking AND Trust Company (2019) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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

Truist Bank — Trustee: $11KTruist BankTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to Truist Bank (Trustee).

Frequently asked questions about Mary Virginia Meredith Charitable Tr

How much does Mary Virginia Meredith Charitable Tr give each year?

Mary Virginia Meredith Charitable Tr gave $49K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $41K across 3 grants.

What is Mary Virginia Meredith Charitable Tr's typical grant size?

Mary Virginia Meredith Charitable Tr's median grant in 2025 was $12,231, and its average grant was $16,308, across 3 grants on its 2025 IRS Form 990-PF.

Where does Mary Virginia Meredith Charitable Tr give grants?

Mary Virginia Meredith Charitable Tr gives mostly in Maryland: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Annapolis, MD (2 grants).

Does Mary Virginia Meredith Charitable Tr give general operating support?

Yes: 100% of Mary Virginia Meredith Charitable Tr's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Mary Virginia Meredith Charitable Tr?

Mary Virginia Meredith Charitable Tr reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $56K in qualifying distributions that year, against a required minimum of $58K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Mary Virginia Meredith Charitable Tr's EIN?

Mary Virginia Meredith Charitable Tr's EIN (Employer Identification Number) is 54-6503900. IRS Form 990 filing data is available on this page for 2019–2025.

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

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