Tr Charmgoodloe Yancey Fdn Uw
The TR Charmgoodloe Yancey Foundation UW is a private foundation established in 1980, originally in Georgia and now based in Orlando, Florida. The foundation operates as an independent foundation with a focused mission centered on educational scholarships.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
+1.7% YoY
Annual Giving
$130K
+4.9% YoY
Grant Count
37
+68.2% YoY
Avg Grant Size
$4K
-37.7% YoY
Under IRS private-foundation payout rules, Tr Charmgoodloe Yancey Fdn Uw reported a distributable amount of $80K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary purpose is to provide scholarship awards for higher education to children of employees of Yancey Brothers, Inc. The foundation's grant-making focuses on education, with particular emphasis on higher education support and professional societies and associations.
Grantmaking
The foundation made 14 grants in its most recent fiscal year. Typical grant awards range from $2,500 to $20,000. Recent grantees have included Kennesaw State University and other educational institutions. The foundation's total giving in 2024 was $129,500.
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Geographic Focus
Where this funder awards grants
The foundation primarily directs funding to organizations in Georgia, Alabama, and South Carolina.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2024:
- Total Assets: $1,501,499
- Total Revenues: $162,278
- Total Expenses: $141,642
- Investment Income and Dividends: $37,426
- Net Gain from Sale of Non-Inventory Assets: $124,852
The foundation has no employees and operates with investment income as its primary revenue source.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,501,499 | $1,476,838 | $1,559,328 |
| Revenue | $162,278 | $52,449 | $46,080 |
| Expenses | $141,642 | $135,212 | $124,138 |
| Qualifying Distributions | $135,815 | $129,521 | $114,385 |
| Net Investment Income | $156,895 | $47,533 | $40,351 |
| Distributable Amount | $80,464 | $73,731 | $80,760 |
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
110 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sydney Stover ($3,500), Meredith Moxley ($3,500), Kyle Aldridge ($3,500).
| Recipient | Purpose | Amount |
|---|---|---|
| SYDNEY STOVER CARROLLTON, MA | SCHOLARSHIP | $3,500 |
| MEREDITH MOXLEY CARROLLTON, GA | SCHOLARSHIP | $3,500 |
| KYLE ALDRIDGE CARROLLTON, GA | SCHOLARSHIP | $3,500 |
| MAXIMILLION A SCOTT CARROLLTON, GA | SCHOLARSHIP | $3,500 |
| CARSON CLENNEY CO UNIVERSITY OF WE CARROLLTON, GA | SCHOLARSHIPS | $3,500 |
| MADISON LUMPP CO VALDOSTA STATE VALDOSTA, GA | SCHLOARSHIPS | $3,500 |
| MEGAN LYNN SIMMONS AIKEN, SC | SCHOLARSHIP | $3,500 |
| WHITNEY DAWSON ATHENS, GA | SCHOLARSHIPS | $3,500 |
| NANCY JANE DAVIS AUBURN, AL | SCHOLARSHIP | $3,500 |
| EVAN RATLIFF BRUNSWICK, GA | SCHOLARSHIP | $3,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $9,631 |
| MR BLAIR CURTIS | CHAIRMAN | 1 | — |
| MR RICHARD REAM-YANCY | COMMITTEE MEMBER | 1 | — |
Contact Information
- Location: PO BOX 919798, Orlando, FL 32891-9798
- Telephone: 407-237-4153
- EIN: 58-1413050
Frequently Asked Questions
What does Tr Charmgoodloe Yancey Fdn Uw fund?
The foundation's primary purpose is to provide scholarship awards for higher education to children of employees of Yancey Brothers, Inc. The foundation's grant-making focuses on education, with particular emphasis on higher education support and professional societies and associations.
How do I apply for a grant from Tr Charmgoodloe Yancey Fdn Uw?
The foundation made 14 grants in its most recent fiscal year. Typical grant awards range from $2,500 to $20,000. Recent grantees have included Kennesaw State University and other educational institutions. The foundation's total giving in 2024 was $129,500.
Where does Tr Charmgoodloe Yancey Fdn Uw make grants?
The foundation primarily directs funding to organizations in Georgia, Alabama, and South Carolina.
What size grants does Tr Charmgoodloe Yancey Fdn Uw award?
In 2024, Tr Charmgoodloe Yancey Fdn Uw awarded 37 grants totaling $130K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Tr Charmgoodloe Yancey Fdn Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Charmgoodloe Yancey Fdn Uw reported a distributable amount of $80K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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