Oliver & Jennie Donaldson CHAR(1071
The Oliver & Jennie Donaldson charitable trust is a private foundation based in Orlando, Florida. Established in 1969, it focuses its grantmaking on cancer-related organizations and organizations of personal interest to its trustees.
Oliver & Jennie Donaldson CHAR(1071 at a glance
In short: Oliver & Jennie Donaldson CHAR(1071 gave $1.8M across 36 grants in 2024 (avg $51K), top state Massachusetts. 14% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,840,855
- +0.1% vs 2023
- Grants made (2024)
- 36
- -18.2% vs 2023
- Average grant
- $51,135
- +22.4% vs 2023
- Median grant
- $26,010
- Total assets
- $35,794,047
- +6.4% vs 2023
- New grantees (estimate)
- 14% first-time grantees (5 of 36, 2024)
- Primary geography
- Massachusetts (37% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Oliver & Jennie Donaldson CHAR(1071
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests. Its filing states that it contributes only to preselected charitable organizations; the grant program also requires a trustee sponsor for any request.
- Contact
Mailing address: PO Box 919798, Orlando, FL 32891-9798
Phone: (804) 273-7445
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Oliver & Jennie Donaldson CHAR(1071
Who Oliver & Jennie Donaldson CHAR(1071 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Dana-Farber Cancer Institute ($349K). Together the top 10 received $1.3M.
Grant Size Distribution
197 grants across all recorded years
The most common grant size was under $50K: 146 grants of 197 (74%).
Geographic Focus
Where this funder awards grants
In 2024, recipients in Massachusetts received 37% of grant dollars, followed by South Carolina at 20%, New York at 19%, California at 9%, and Tennessee at 6%. The foundation also made grants to recipients in other states.
Grant Distribution by State
Share of 2024 grant dollars across all 36 itemized grants.
States
Cities
Is Oliver & Jennie Donaldson CHAR(1071 open to new grantees?
14%
first-time grantees, 2024
In 2024, 5 of 36 grantees (14%) were first-time recipients. First grants averaged $50K; repeat grants $51K. How we count
Medians: $36K first-time, $25K repeat.
- 75% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+4%). Method
- In 2024 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
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.5M (2020) to $1.9M (2022). In 2024 it made 36 grants totaling $1.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dana-Farber Cancer Institute Boston, MA | Recruitment for the Promise | $349,306 |
| Cold Spring Harbor Laboratory Cold Springg Harbor, NY | Donaldson Translational | $202,921 |
| The Medical University of South Charleston, SC | Biomarkers of Health from E | $150,000 |
| Charleston Jazz Academy North Charleston, SC | Festival and Academy | $120,000 |
| Dunstable Rural Land Trust Dunstable, MA | Major Long Term Projects | $110,576 |
| St Jude Children's Research Hospital Memphis, TN | Cancer Research | $103,076 |
| Western Health Connect Petaluma, CA | Petaluma Valley Hospital | $83,842 |
| Putnam Hospital Center Foundation New York, NY | Da Vinci XI Upgrade Project | $80,248 |
| Father Bill's & Mainspring FBMS Brockton, MA | The Brockton Housing | $75,000 |
| Pancreatic Cancer Action Network Inc Manhattan Beach, CA | Early Detection and | $75,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $35,794,047 | $4,269,524 | $2,164,697 | $1,840,855 | 36 | $1,982,823 | $4,129,357 | $2,153,087 |
| 2023 | $33,625,330 | $756,263 | $2,128,115 | $1,838,106 | 44 | $1,979,595 | $601,220 | $1,907,077 |
| 2022 | $35,027,770 | $1,411,784 | $2,271,715 | $1,943,678 | 36 | $2,087,486 | $1,243,997 | $1,976,931 |
| 2021 | $35,782,150 | $5,494,763 | $2,202,066 | $1,776,035 | 44 | $1,957,136 | $5,333,528 | $2,132,528 |
| 2020 | $32,581,969 | $2,925,599 | $1,773,610 | $1,505,763 | 37 | — | $2,788,872 | $1,773,581 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation states that it focuses on cancer-related organizations and organizations of personal interest to the trustees. Its 2024 grants included support for cancer research and related organizations, as well as organizations working in areas such as conservation, health care, education, and community services.
Grantees describe their own work in varied terms. Cold Spring Harbor Laboratory says it conducts biological sciences research, particularly basic research in molecular biology and genetics. St. Jude Children’s Research Hospital says its mission is to advance cures and prevention for pediatric catastrophic diseases through research and treatment. The South Carolina Aquarium says it works to inspire conservation through animal care, education, research, and visitor experiences. People Incorporated says it provides services for children and adults of all abilities to strengthen its community.
Grantmaking
In 2024, the foundation awarded 36 grants totaling $1,840,855. Grants ranged from $2,059 to $349,306, with a median grant of $26,010.
Among its largest 2024 grants were $349,306 to Dana-Farber Cancer Institute for “Recruitment for the Promise,” $202,921 to Cold Spring Harbor Laboratory for “Donaldson Translational,” and $150,000 to the Medical University of South for “Biomarkers of Health from E.” Other grants included $120,000 to Charleston Jazz Academy for its festival and academy, $110,576 to Dunstable Rural Land Trust for major long-term projects, and $103,076 to St. Jude Children’s Research Hospital for cancer research.
The foundation meets in spring and fall to review applications. Its grant program requires a foundation trustee to sponsor each request, and it considers applications from organizations exempt under Section 501(c)(3) of the Internal Revenue Code. Applicants that are 509(a)(3) supporting organizations should be prepared to provide additional information. Grants are not made to individuals.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Truist Bank, Hilton C. Smith Jr., Stephen Lirakis, Christopher Lirakis, Priscilla Lawrence, Mark Lawrence, Susan Lirakis, Margaret Smith, and Wilson Smith as co-trustees. Allen Mast is listed as an officer.
Oliver & Jennie Donaldson CHAR(1071's 2024 filing lists 10 officers; 4 of 10 officers listed in 2024 are compensated.
Officers on the 2024 filing
Hilton C. Smith Jr.
Co-Trustee
On filings since 2020
1 hr/week
$52K (2020) → $58K (2024)
Truist Bank
Co-Trustee
On filings since 2020
1 hr/week
$127K (2020) → $142K (2024)
Margaret Smith
Co-Trustee
On filings since 2021
1 hr/week
$23K (2021) → $29K (2024)
Wilson Smith
Co-Trustee
On filings since 2021
1 hr/week
$23K (2021) → $29K (2024)
Christopher Lirakis
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Mark Lawrence
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Priscilla Lawrence
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Stephen Lirakis
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Susan Lirakis
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Allen Mast
Officer
On filings since 2022
1 hr/week
No compensation reported
Former officers (2)
- Former: Pamela A. Curtis (2020–2021) — Co-Trustee
- Former: Robert Lawrence (2020–2021) — Co-Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $142K, to Truist Bank (Co-Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Oliver & Jennie Donaldson CHAR(1071
How much does Oliver & Jennie Donaldson CHAR(1071 give each year?
Oliver & Jennie Donaldson CHAR(1071 gave $1.8M across 36 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.8M across 44 grants.
What is Oliver & Jennie Donaldson CHAR(1071's typical grant size?
Oliver & Jennie Donaldson CHAR(1071's median grant in 2024 was $26,010, and its average grant was $51,135, across 36 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Oliver & Jennie Donaldson CHAR(1071 that year got $50K on average.
Where does Oliver & Jennie Donaldson CHAR(1071 give grants?
Oliver & Jennie Donaldson CHAR(1071's top state is Massachusetts, with 37% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were South Carolina (20%) and New York (19%). The most frequent recipient cities were Charleston, SC (5 grants), Boston, MA (2 grants), New York, NY (2 grants) and Fall River, MA (2 grants).
Does Oliver & Jennie Donaldson CHAR(1071 give general operating support?
Yes: 11% of Oliver & Jennie Donaldson CHAR(1071's 2024 grants with a stated purpose (4 of 36) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Oliver & Jennie Donaldson CHAR(1071's largest grantees?
Oliver & Jennie Donaldson CHAR(1071's largest 2024 grantees include Dana-Farber Cancer Institute ($349,306), Cold Spring Harbor Laboratory ($202,921) and The Medical University of South ($150,000), according to its 2024 IRS Form 990-PF. Together they received 38% of its itemized 2024 grant dollars.
How large is Oliver & Jennie Donaldson CHAR(1071?
Oliver & Jennie Donaldson CHAR(1071 reported $35.8M in total assets on its 2024 IRS Form 990-PF. It paid out $2.0M in qualifying distributions that year, against a required minimum of $2.2M (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 does Oliver & Jennie Donaldson CHAR(1071 fund?
The foundation states that it focuses on cancer-related organizations and organizations of personal interest to the trustees. See mission & focus areas ↑
How do I apply for a grant from Oliver & Jennie Donaldson CHAR(1071?
The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Oliver & Jennie Donaldson CHAR(1071 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Oliver & Jennie Donaldson CHAR(1071 funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/oliver-and-jennie-donaldson-char-1071-morg_a0530ad091dd45aa8ea55ec0f09a0359
BibTeX
@misc{grantable_046229044_2026,
author = {{Grantable}},
title = {{Oliver \& Jennie Donaldson CHAR(1071 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/oliver-and-jennie-donaldson-char-1071-morg_a0530ad091dd45aa8ea55ec0f09a0359},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Oliver & Jennie Donaldson CHAR(1071'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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