The Peggy Jean Caruso Foundation AB&T Trust & Investments
The Peggy Jean Caruso Foundation AB&T Trust & Investments is a private foundation, based in Albany, GA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 9 grants totaling $95K. Net investment income was $84K.
The Peggy Jean Caruso Foundation AB&T Trust & Investments at a glance
In short: The Peggy Jean Caruso Foundation AB&T Trust & Investments gave $95K across 9 grants in 2025 (avg $11K), top state Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $94,500
- +5.0% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $10,500
- +5.0% vs 2024
- Median grant
- $10,500
- Total assets
- $2,155,070
- +9.2% vs 2024
- Primary geography
- Georgia (22% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who The Peggy Jean Caruso Foundation AB&T Trust & Investments funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was American Cancer Society Inc ($11K). Together the top 9 received $95K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How The Peggy Jean Caruso Foundation AB&T Trust & Investments gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $85K (2020) to $95K (2025). In 2025 it made 9 grants totaling $95K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Inc Oklahoma City, OK | Charitable | $10,500 |
| American Heart Association St Petersburg, FL | Charitable | $10,500 |
| Disabled American Veterans Cold Spring, KY | Charitable | $10,500 |
| Easter Seals Southern GA Inc Albany, GA | Charitable | $10,500 |
| Albany Humane Society Albany, GA | Charitable | $10,500 |
| North Shore Animal League Port Washington, NY | Charitable | $10,500 |
| St Joseph's Indian School Chamberlain, SD | Charitable | $10,500 |
| St Labre Indian School Ashland, MT | Charitable | $10,500 |
| The Humane Society of the US Washington, DC | Charitable | $10,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,155,070 | $125,841 | $114,957 | $94,500 | 9 | $94,500 | $84,142 | $101,484 |
| 2024 | $1,974,211 | $136,983 | $113,250 | $90,000 | 9 | $90,000 | $80,300 | $94,970 |
| 2023 | $1,739,585 | $98,058 | $115,477 | $92,700 | 9 | $92,700 | $72,178 | $89,539 |
| 2022 | $1,759,759 | $70,135 | $112,694 | $90,900 | 9 | $90,900 | $63,918 | $92,643 |
| 2021 | $1,804,915 | $406,199 | $113,488 | $92,025 | 9 | $92,025 | $51,777 | $91,401 |
| 2020 | $1,512,994 | $45,417 | $105,453 | $84,600 | 9 | — | $43,739 | $91,929 |
Under IRS private-foundation payout rules, The Peggy Jean Caruso Foundation AB&T Trust & Investments reported a distributable amount of $101K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Peggy Jean Caruso Foundation AB&T Trust & Investments is led by Ab&t Trust & Investments, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Ab&t Trust & Investments
Trustee
On filings since 2020
$18K (2020) → $16K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $16K, to AB&T Trust & Investments (Trustee).
Frequently asked questions about The Peggy Jean Caruso Foundation AB&T Trust & Investments
How much does The Peggy Jean Caruso Foundation AB&T Trust & Investments give each year?
The Peggy Jean Caruso Foundation AB&T Trust & Investments gave $95K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $90K across 9 grants.
What is The Peggy Jean Caruso Foundation AB&T Trust & Investments's typical grant size?
The Peggy Jean Caruso Foundation AB&T Trust & Investments's median grant in 2025 was $10,500, and its average grant was $10,500, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Peggy Jean Caruso Foundation AB&T Trust & Investments give grants?
The Peggy Jean Caruso Foundation AB&T Trust & Investments's top state is Georgia, with 22% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Oklahoma (11%) and Florida (11%). The most frequent recipient cities were Albany, GA (2 grants).
Does The Peggy Jean Caruso Foundation AB&T Trust & Investments give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on The Peggy Jean Caruso Foundation AB&T Trust & Investments's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (9 grants).
Who are The Peggy Jean Caruso Foundation AB&T Trust & Investments's largest grantees?
The Peggy Jean Caruso Foundation AB&T Trust & Investments's largest 2025 grantees include American Cancer Society Inc ($10,500), American Heart Association ($10,500) and Disabled American Veterans ($10,500), according to its 2025 IRS Form 990-PF. Together they received 33% of its itemized 2025 grant dollars.
How large is The Peggy Jean Caruso Foundation AB&T Trust & Investments?
The Peggy Jean Caruso Foundation AB&T Trust & Investments reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $95K in qualifying distributions that year, against a required minimum of $101K (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 is The Peggy Jean Caruso Foundation AB&T Trust & Investments's EIN?
The Peggy Jean Caruso Foundation AB&T Trust & Investments's EIN (Employer Identification Number) is 27-3214487. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
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