Robert a Treakle and Linda S Treakle Scholarship Fund

Private foundation · Grantmaker Kilmarnock, VA EIN: 30-0474492

Robert a Treakle and Linda S Treakle Scholarship Fund is a private foundation, based in Kilmarnock, VA. IRS filing data is available for 2022. As of 2022, the organization holds $204K in total assets. In 2022, it awarded 1 grant totaling $16K. Net investment income was $3K.

Key facts about Robert a Treakle and Linda S Treakle Scholarship Fund

In short: Robert a Treakle and Linda S Treakle Scholarship Fund gave $16K across 1 grant in 2022 (avg $16K), mostly in Virginia. Source: 2022 IRS Form 990-PF.

EIN
30-0474492
Latest 990 filing
Form 990-PF, 2022
Annual giving (2022)
$16,398
Grants made (2022)
1
Average grant
$16,398
Median grant
$16,398
Total assets
$204,129
Primary geography
Virginia (100% of itemized 2022 grant dollars)

Data from IRS Form 990-PF, 2022; updated October 2026.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

$204K

Annual Giving

$16K

Grant Count

1

Avg Grant Size

$16K

Under IRS private-foundation payout rules, Robert a Treakle and Linda S Treakle Scholarship Fund reported a distributable amount of $10K for 2022 — the minimum it must pay out in qualifying distributions.

How Robert a Treakle and Linda S Treakle Scholarship Fund gives

  • In 2022 it paid out 161% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2022 grant dollars on its one itemized grant.

States

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K1 grant2022

In 2022 it made 1 grant totaling $16K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

1 grant across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$16,398

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2022
Metric2022
Total Assets$204,129
Revenue$13,128
Expenses$22,876
Qualifying Distributions$16,398
Net Investment Income$3,272
Distributable Amount$10,209

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  2. IRS filings on file for fiscal year 2022

Leadership & Key People

Officers and directors from IRS filings

Robert a Treakle and Linda S Treakle Scholarship Fund's only listed officer is National Advisors Trust Company, Trustee on the 2022 filing (compensated).

Officers on the 2022 filing

  • National Advisors Trust Company

    Trustee

    New on the 2022 filing

    $5K (2022)

Data from IRS Form 990 filings, 2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2022 IRS filing

National Advisors Trust Company — Trustee: $5KNational Advisors Trust…Trustee$5K

The highest reported compensation on the 2022 filing was $5K, to National Advisors Trust Company (Trustee).

Frequently asked questions about Robert a Treakle and Linda S Treakle Scholarship Fund

How much does Robert a Treakle and Linda S Treakle Scholarship Fund give each year?

Robert a Treakle and Linda S Treakle Scholarship Fund gave $16K across 1 grant in 2022, according to its 2022 IRS Form 990-PF.

How large is Robert a Treakle and Linda S Treakle Scholarship Fund?

Robert a Treakle and Linda S Treakle Scholarship Fund reported $204K in total assets on its 2022 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).

Where does Robert a Treakle and Linda S Treakle Scholarship Fund operate?

Robert a Treakle and Linda S Treakle Scholarship Fund has awarded grants in Virginia.

What is Robert a Treakle and Linda S Treakle Scholarship Fund's EIN?

Robert a Treakle and Linda S Treakle Scholarship Fund's EIN (Employer Identification Number) is 30-0474492. IRS Form 990 filing data is available on this page for 2022.

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

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