Tr Charmgoodloe Yancey Fdn Uw

Private foundation · Grantmaker Orlando, FL EIN: 58-1413050

Tr Charmgoodloe Yancey Fdn Uw is a private foundation based in Orlando, Florida. Its 2024 filing states that awards are restricted to schools and scholarships for children of employees of Yancey Bros Inc.

Key facts about Tr Charmgoodloe Yancey Fdn Uw

In short: Tr Charmgoodloe Yancey Fdn Uw gave $144K across 41 grants in 2025 (avg $4K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

EIN
58-1413050
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$143,500
Grants made (2025)
41
Average grant
$3,500
Median grant
$3,500
Total assets
$1,425,238
Primary geography
Georgia (68% of itemized 2025 grant dollars)
How to apply
The foundation does not restrict giving to preselected organizations. Full details ↓
Deadline
None listed.

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

-5.1% YoY

Annual Giving

$144K

+10.8% YoY

Grant Count

41

+10.8% YoY

Avg Grant Size

$4K

+0.0% YoY

Under IRS private-foundation payout rules, Tr Charmgoodloe Yancey Fdn Uw reported a distributable amount of $79K for 2025 — the minimum it must pay out in qualifying distributions.

How Tr Charmgoodloe Yancey Fdn Uw gives

  • Giving grew 33% from 2022 to 2025. Method
  • In 2025 it paid out 191% of its IRS minimum distribution (the 5% rule). Method

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

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The available information does not state a separate mission. The foundation’s stated award restriction is schools and scholarships for children of employees of Yancey Bros Inc. Its 2025 itemized grants were listed for scholarships.

Grantmaking

In filing year 2025, the foundation reported 41 grants totaling $143,500. Each listed grant was $3,500. Examples include scholarships associated with the University of Georgia, Georgia State University, Texas Tech University, and the University of Maryland.

Review Cycle

None listed.

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Geographic Focus

Where this funder awards grants

In 2025, the largest shares of grant dollars by recipient state were Georgia (68%), Alabama (12%), Texas (5%), North Carolina (5%), and South Carolina (5%).

Grant Distribution by State

15states

Share of 2025 grant dollars across all 41 itemized grants.

Cities

AthensStatesboroDahlonegaValdostaCarrolltonJacksonvilleKennesawMilledgevilleAugustaBrunswickRaleighAikenAmericusClevelandCollege ParkDaltonGriffinJoplinMariettaRome

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K22 grants2020 15 grants2021 14 grants2022 22 grants2023 37 grants2024 41 grants2025

From 2020 to 2025, annual grant giving ranged from $73K (2021) to $144K (2025). In 2025 it made 41 grants totaling $144K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Amaya Acheoche Co South Georgia State: $4KAmaya Acheoche Co SouthGeorgia State$4KAnthony Nichols Co Lanier Technical: $4KAnthony Nichols Co LanierTechnical$4KCaleb Griner Co Abraham Baldwin: $4KCaleb Griner Co AbrahamBaldwin$4KCarson Clenney Co Georgia Southern: $4KCarson Clenney Co GeorgiaSouthern$4KEmily C Barker Co Ga Northwestern Tech: $4KEmily C Barker Co GaNorthwestern Tech$4KEvan Ratliff -College of Coastal Georgia: $4KEvan Ratliff -College ofCoastal Georgia$4KFrancesca Lumpp Co Northeast Alabama: $4KFrancesca Lumpp Co NortheastAlabama$4KJared Smith Co Jacksonville State: $4KJared Smith Co JacksonvilleState$4KKaylee Nikolopoulus - Jacksonville State: $4KKaylee Nikolopoulus -Jacksonville State$4KScout Summerlin Co Univ of Georgia: $4KScout Summerlin Co Univ ofGeorgia$4K

The largest 2025 recipient was Amaya Acheoche Co South Georgia State ($4K). Together the top 10 received $35K.

Organizations only. It also paid 31 grants to individuals ($108,500), which are not listed by name.

Grant Size Distribution

129 grants across all recorded years

129<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 129 grants of 129 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
31 grants to individuals Recipients not named —$108,500
Amaya Acheoche Co South Georgia State Doublas, GAScholarships$3,500
Anthony Nichols Co Lanier Technical Gainesville, GAScholarship$3,500
Caleb Griner Co Abraham Baldwin Tofton, GAScholarship$3,500
Carson Clenney Co Georgia Southern Statesboro, GAScholarships$3,500
Emily C Barker Co Ga Northwestern Tech Rome, GAScholarship$3,500
Evan Ratliff -College of Coastal Georgia Brunswick, GAScholarship$3,500
Francesca Lumpp Co Northeast Alabama Rainesville, ALScholarship$3,500
Jared Smith Co Jacksonville State Jacksonville, ALScholarship$3,500
Kaylee Nikolopoulus - Jacksonville State Jacksonville, ALScholarship$3,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $1,425,238 $83,246 $159,298 $143,500
2024 $1,501,499 $162,278 $141,642 $129,500
2023 $1,476,838 $52,449 $135,212 $123,500
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,425,238$1,501,499$1,476,838
Revenue$83,246$162,278$52,449
Expenses$159,298$141,642$135,212
Qualifying Distributions$151,058$135,815$129,521
Net Investment Income$76,720$156,895$47,533
Distributable Amount$79,212$80,464$73,731

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Truist Bank as trustee, Mr. Blair Curtis as chairman, and Mr. Richard Ream-Yancy as committee member.

Tr Charmgoodloe Yancey Fdn Uw is led by Blair Curtis, Chairman on every filing since 2020; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Blair Curtis

    Chairman

    On filings since 2020

    1 hr/week

    No compensation reported

  • Truist Bank

    Trustee

    On filings since 2021

    1 hr/week

    $11K (2021) → $12K (2025)

  • Richard Ream-Yancy

    Committee Member

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Truist Bank FKA Suntrust Bank (2020) — Trustee

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

Truist Bank — Trustee: $12KTruist BankTrustee$12K

The highest reported compensation on the 2025 filing was $12K, to Truist Bank (Trustee).

Contact

Application contact: Mr Blair Curtis
Mailing address: PO Box 43326, Atlanta, GA 30378
Phone: (404) 479-4936

Frequently asked questions about Tr Charmgoodloe Yancey Fdn Uw

How much does Tr Charmgoodloe Yancey Fdn Uw give each year?

Tr Charmgoodloe Yancey Fdn Uw gave $144K across 41 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $130K across 37 grants.

What is Tr Charmgoodloe Yancey Fdn Uw's typical grant size?

Tr Charmgoodloe Yancey Fdn Uw's median grant in 2025 was $3,500, and its average grant was $3,500, across 41 grants on its 2025 IRS Form 990-PF.

Where does Tr Charmgoodloe Yancey Fdn Uw give grants?

Tr Charmgoodloe Yancey Fdn Uw gives mostly in Georgia: 68% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Alabama (12%). The most frequent recipient cities were Jacksonville, AL (2 grants).

Does Tr Charmgoodloe Yancey Fdn Uw give general operating support?

Not in 2025: none of the 41 grants with a stated purpose on Tr Charmgoodloe Yancey Fdn Uw's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (36 grants) and "Scholarships" (4 grants).

Who are Tr Charmgoodloe Yancey Fdn Uw's largest grantees?

Tr Charmgoodloe Yancey Fdn Uw's largest 2025 grantees include Amaya Acheoche Co South Georgia State ($3,500), Anthony Nichols Co Lanier Technical ($3,500) and Caleb Griner Co Abraham Baldwin ($3,500), according to its 2025 IRS Form 990-PF. It also paid 31 grants to individuals ($108,500), which are not listed by name. Together they received 7% of its itemized 2025 grant dollars.

How large is Tr Charmgoodloe Yancey Fdn Uw?

Tr Charmgoodloe Yancey Fdn Uw reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $151K in qualifying distributions that year, against a required minimum of $79K (roughly 5% of its investment assets).

What does Tr Charmgoodloe Yancey Fdn Uw fund?

The available information does not state a separate mission. The foundation’s stated award restriction is schools and scholarships for children of employees of Yancey Bros Inc. Its 2025 itemized grants were listed for scholarships. See mission & focus areas ↑

How do I apply for a grant from Tr Charmgoodloe Yancey Fdn Uw?

The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Tr Charmgoodloe Yancey Fdn Uw's EIN?

Tr Charmgoodloe Yancey Fdn Uw's EIN (Employer Identification Number) is 58-1413050. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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