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
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
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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
No grants recorded for .
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 | — |
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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