Stalker Family Trust Ua

ORLANDO, FL EIN: 65-6092779

Stalker Family Trust Ua is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $618K in total assets. In 2024, it awarded 3 grants totaling $23K. Net investment income was $29K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$618K

-1.1% YoY

Annual Giving

$23K

+2.3% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$8K

-31.8% YoY

Under IRS private-foundation payout rules, Stalker Family Trust Ua reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.

About Stalker Family Trust Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $88K (100%)

States

Florida

Cities

EnglewoodVenice

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$618,009	$624,724	$657,053
Revenue	$40,421	$16,207	$26,589
Expenses	$47,186	$48,581	$64,753
Qualifying Distributions	$35,860	$36,174	$42,463
Net Investment Income	$28,919	$4,118	$11,341
Distributable Amount	$40,867	$36,690	$39,224

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Health Endowment Fund ($11,631), Englewood Masonic Scholarship Fd ($5,816), Lemonbay Sunrise Rotary Schlrshp Tr ($5,816).

Recipient	Purpose	Amount
COMMUNITY HEALTH ENDOWMENT FUND VENICE, FL	GENERAL OPERATING	$11,631
ENGLEWOOD MASONIC SCHOLARSHIP FD VENICE, FL	GENERAL OPERATING	$5,816
LEMONBAY SUNRISE ROTARY SCHLRSHP TR ENGLEWOOD, FL	GENERAL OPERATING	$5,816

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	$11,097
DONALD B DEWITT	CO-TRUSTEE	1	$11,097

Frequently Asked Questions

How large is Stalker Family Trust Ua?

As of 2024, Stalker Family Trust Ua holds $618K in total assets with $40K in annual revenue. It awarded 3 grants totaling $23K in 2024.

Where does Stalker Family Trust Ua operate?

Stalker Family Trust Ua has awarded grants in Florida.

What size grants does Stalker Family Trust Ua award?

In 2024, Stalker Family Trust Ua awarded 3 grants totaling $23K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Stalker Family Trust Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Stalker Family Trust Ua reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.