Oliver & Jennie Donaldson Char(1071
The Oliver S & Jennie R Donaldson Charitable Trust is a private foundation based in Orlando, Florida. Established in December 1970, the trust operates as a grantmaking organization focused on supporting charitable causes across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$35.8M
+6.4% YoY
Annual Giving
$1.8M
+0.1% YoY
Grant Count
36
-18.2% YoY
Avg Grant Size
$51K
+22.4% YoY
Under IRS private-foundation payout rules, Oliver & Jennie Donaldson Char(1071 reported a distributable amount of $2.2M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Robotics
- Science Education
- Renewable Energy
- Community and School Gardens
Grantmaking
The foundation does not currently list active grant opportunities.
Grant Range
$2,059–$363,179
Ready to take the next step with Oliver & Jennie Donaldson Char(1071?
Geographic Focus
Where this funder awards grants
The trust primarily directs funding to organizations in:
- Massachusetts
- South Carolina
- New York
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of most recent IRS Form 990 filing (2024):
- Total assets: $35,794,047
- Total giving: $1,840,855
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $35,794,047 | $33,625,330 | $35,027,770 |
| Revenue | $4,269,524 | $756,263 | $1,411,784 |
| Expenses | $2,164,697 | $2,128,115 | $2,271,715 |
| Qualifying Distributions | $1,982,823 | $1,979,595 | $2,087,486 |
| Net Investment Income | $4,129,357 | $601,220 | $1,243,997 |
| Distributable Amount | $2,153,087 | $1,907,077 | $1,976,931 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
197 grants across all recorded years
Open Grants
1 open opportunity from Oliver & Jennie Donaldson Char(1071
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Dana-farber Cancer Institute ($349,306), Cold Spring Harbor Laboratory ($202,921), The Medical University of South ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHARLESTON JAZZ ACADEMY NORTH CHARLESTON, SC | FESTIVAL AND ACADEMY | $120,000 |
| COLD SPRING HARBOR LABORATORY COLD SPRINGG HARBOR, NY | DONALDSON TRANSLATIONAL | $202,921 |
| COLLABORATIVE EDUCATION WARREN, RI | DIGITAL PHOTO AND FILM LAB | $10,000 |
| CONCORD COMMUNITY MUSIC SCHOOL CONCORD, NH | MUSICAL SCHOLARSHIPS AND | $8,000 |
| DANA-FARBER CANCER INSTITUTE BOSTON, MA | RECRUITMENT FOR THE PROMISE | $349,306 |
| FATHER BILL'S & MAINSPRING FBMS BROCKTON, MA | THE BROCKTON HOUSING | $75,000 |
| GRACE GARDEN CHILD DEVELOPMENT AUSTIN, TX | TEACHER RETENTION & | $10,000 |
| GREATER FALL RIVER RE-CREATION COMMITTEE FALL RIVER, MA | PAMS PANTRY | $36,101 |
| LOS ANGELES CONSERVANCY LOS ANGELES, CA | TECHNOLOGY UPGRADES PROJECT | $10,000 |
| LUCYS LOVE BUS CHARITABLE TRUST AMESBURY, MA | GENERAL OPERATING | $8,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | CO-TRUSTEE | 1 | $142,173 |
| HILTON C SMITH JR | CO-TRUSTEE | 1 | $58,162 |
| STEPHEN LIRAKIS | CO-TRUSTEE | 1 | — |
| CHRISTOPHER LIRAKIS | CO-TRUSTEE | 1 | — |
| PRISCILLA LAWRENCE | CO-TRUSTEE | 1 | — |
| MARK LAWRENCE | CO-TRUSTEE | 1 | — |
| SUSAN LIRAKIS | CO-TRUSTEE | 1 | — |
| MARGARET SMITH | CO-TRUSTEE | 1 | $29,081 |
| WILSON SMITH | CO-TRUSTEE | 1 | $29,081 |
| ALLEN MAST | OFFICER | 1 | — |
Frequently Asked Questions
What does Oliver & Jennie Donaldson Char(1071 fund?
The foundation's primary funding priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Robotics • Science Education • Renewable Energy • Community and School Gardens
How do I apply for a grant from Oliver & Jennie Donaldson Char(1071?
**Financial Capacity:** • Total assets: $35,794,047 • Total annual giving: $1,840,855 • Typical grant range: $2,059–$363,179 The foundation does not currently list active grant opportunities.
Where does Oliver & Jennie Donaldson Char(1071 make grants?
The trust primarily directs funding to organizations in: • Massachusetts • South Carolina • New York
What size grants does Oliver & Jennie Donaldson Char(1071 award?
In 2024, Oliver & Jennie Donaldson Char(1071 awarded 36 grants totaling $1.8M — an average of about $51K per grant, based on its IRS Form 990 filings.
How much is Oliver & Jennie Donaldson Char(1071 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oliver & Jennie Donaldson Char(1071 reported a distributable amount of $2.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oliver & Jennie Donaldson Char(1071's EIN?
Oliver & Jennie Donaldson Char(1071's EIN (Employer Identification Number) is 04-6229044. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Oliver & Jennie Donaldson Char(1071's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Boston Foundation Inc
BOSTON, MA
Assets
$1.9B
Grants
2,046
Total Given
$169.9M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
Jpmorgan Chase Foundation
NEW YORK, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
The Bessemer Giving Fund
WOODBRIDGE, NJ
Assets
$948.2M
Grants
1,653
Total Given
$138.5M
The Chicago Community Trust
CHICAGO, IL
Assets
$6.0B
Grants
3,976
Total Given
$1.4B
Amica Companies Foundation
LINCOLN, RI
Assets
$43.8M
Grants
1,288
Total Given
$4.2M
More Funders in Florida
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.