Moreton Edwina S Trust

Private foundation · Grantmaker Orlando, FL EIN: 65-6101127

Moreton Edwina S Trust is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $185K in total assets. In 2025, it awarded 3 grants totaling $5K. Net investment income was $6K.

Moreton Edwina S Trust at a glance

In short: Moreton Edwina S Trust gave $5K across 3 grants in 2025 (avg $2K), mostly in Florida. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$4,848
-21.5% vs 2024
Grants made (2025)
3
+0.0% vs 2024
Average grant
$1,616
-21.5% vs 2024
Median grant
$1,616
Total assets
$185,343
-2.0% vs 2024
Primary geography
Florida (67% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Moreton Edwina S Trust funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Unity School of Christianity: $2KUnity School of Christianity$2KAnimal Welfare League Charco: $2KAnimal Welfare League Charco$2KUnity Church of Peace: $2KUnity Church of Peace$2K

The largest 2025 recipient was Unity School of Christianity ($2K). Together the top 3 received $5K.

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%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

North PortPort CharlotteUnity Village

How Moreton Edwina S Trust gives

  • Giving grew 1106% from 2022 to 2025. Method
  • In 2025 it paid out 92% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K$8K3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $402 (2022) to $7K (2023). In 2025 it made 3 grants totaling $5K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Unity School of Christianity Unity Village, MOGeneral Operating$1,616
Animal Welfare League Charco Port Charlotte, FLGeneral Operating$1,616
Unity Church of Peace North Port, FLGeneral Operating$1,616
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$185,343$8,883$12,682$4,8483$8,959$6,162$9,759
2024$189,166$45,284$13,154$6,1743$10,317$42,587$8,992
2023$157,021$8,198$10,799$7,0053$9,597$7,068$8,765
2022$159,628$4,711$4,633$4023$2,453$2,592$9,056
2021$159,577$8,955$16,263$4,5573$13,965$6,704$9,812
2020$166,881$4,247$6,016$1,5303—$2,220$8,611

Under IRS private-foundation payout rules, Moreton Edwina S Trust reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Moreton Edwina S Trust's only listed officer is Truist Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2020

    1 hr/week

    $4K (2020) → $5K (2025)

Data from IRS Form 990 filings, 2020–2025. "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: $5KTruist BankTrustee$5K

The highest reported compensation on the 2025 filing was $5K, to Truist Bank (Trustee).

Frequently asked questions about Moreton Edwina S Trust

How much does Moreton Edwina S Trust give each year?

Moreton Edwina S Trust gave $5K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 3 grants.

What is Moreton Edwina S Trust's typical grant size?

Moreton Edwina S Trust's median grant in 2025 was $1,616, and its average grant was $1,616, across 3 grants on its 2025 IRS Form 990-PF.

Where does Moreton Edwina S Trust give grants?

Moreton Edwina S Trust gives mostly in Florida: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Missouri (33%).

Does Moreton Edwina S Trust give general operating support?

Yes: 100% of Moreton Edwina S Trust'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 Moreton Edwina S Trust?

Moreton Edwina S Trust reported $185K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $10K (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 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 2020–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

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

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Figures come from Moreton Edwina S Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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