Mary Virginia Meredith Charitable Tr
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
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was St Annes Parish ($24K). Together the top 3 received $49K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Annes Parish Annapolis, MD | General Operating | $24,461 |
| YWCA - Annapolis & Anne Arundel County Arnold, MD | General Operating | $12,231 |
| Aa Med Ctr Foundation Annapolis, MD | General Operating | $12,231 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 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
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
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.
Here's the math on researching Mary Virginia Meredith Charitable Tr by hand.
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