Moreton Edwina S Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $189K in total assets. In 2024, it awarded 3 grants totaling $6K. Net investment income was $43K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$189K
+20.5% YoY
Annual Giving
$6K
-11.9% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$2K
-11.9% YoY
Under IRS private-foundation payout rules, Moreton Edwina S Trust reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
About Moreton Edwina S Trust
Based on IRS filings
Moreton Edwina S Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $189K in total assets. In 2024, it awarded 3 grants totaling $6K. Net investment income was $43K.
Focus Areas
Ready to take the next step with Moreton Edwina S Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $189,166 | $157,021 | $159,628 |
| Revenue | $45,284 | $8,198 | $4,711 |
| Expenses | $13,154 | $10,799 | $4,633 |
| Qualifying Distributions | $10,317 | $9,597 | $2,453 |
| Net Investment Income | $42,587 | $7,068 | $2,592 |
| Distributable Amount | $8,992 | $8,765 | $9,056 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Unity School of Christianity ($2,058), Animal Welfare League Charco ($2,058), Unity Church of Peace ($2,058).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITY SCHOOL OF CHRISTIANITY UNITY VILLAGE, MO | GENERAL OPERATING | $2,058 |
| ANIMAL WELFARE LEAGUE CHARCO PORT CHARLOTTE, FL | GENERAL OPERATING | $2,058 |
| UNITY CHURCH OF PEACE NORTH PORT, FL | GENERAL OPERATING | $2,058 |
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 | $5,287 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Moreton Edwina S Trust?
Moreton Edwina S Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $189K in total assets as of 2024.
How large is Moreton Edwina S Trust?
As of 2024, Moreton Edwina S Trust holds $189K in total assets with $45K in annual revenue. It awarded 3 grants totaling $6K in 2024.
Where does Moreton Edwina S Trust operate?
Moreton Edwina S Trust has awarded grants in Florida, Missouri.
What size grants does Moreton Edwina S Trust award?
In 2024, Moreton Edwina S Trust awarded 3 grants totaling $6K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Moreton Edwina S Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Moreton Edwina S Trust reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Moreton Edwina S Trust's EIN?
Moreton Edwina S Trust's EIN (Employer Identification Number) is 65-6101127. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Moreton Edwina S Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
Palm Valley Academy Parent-teacher
PONTE VEDRA, FL
Assets
$261K
Grants
1
Total Given
$78K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Moreton Edwina S Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Moreton Edwina S Trust to a real strategy.