Tr Edna Wardlaw Chrtble Tr UA
The Edna Wardlaw Charitable Trust is an independent charitable foundation established in 1992 by Ednabelle Raine Wardlaw. Located in Orlando, Florida, the trust operates as a 501(c)(3) organization and has been tax-exempt since March 1994. The foundation is managed by Wardlaw family descendants who continue her legacy of philanthropic giving.
Key facts about Tr Edna Wardlaw Chrtble Tr UA
- EIN
- 58-6278167
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,605,392
- Grants made (2024)
- 115
- Average grant
- $13,960
- Median grant
- $10,000
- New grantees (estimate)
- 10% first-time grantees (11 of 115, 2024)
- Total assets
- $25,433,722
- Primary geography
- California (28% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust is transitioning to a new provider as of 2025. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Tr Edna Wardlaw Chrtble Tr UA funds
By grant dollars, the top recipient states for Tr Edna Wardlaw Chrtble Tr UA's 115 itemized 2024 grants were California (28%), District of Columbia (14%) and South Carolina (14%). The most frequent recipient cities were Atlanta, GA (22 grants), Washington, DC (15 grants), New York, NY (8 grants) and Berkeley, CA (6 grants). 100% of grants with a stated purpose were for general or operating support.
Is Tr Edna Wardlaw Chrtble Tr UA open to new grantees?
10%
first-time grantees, 2024
In 2024, 11 of 115 grantees (10%) were first-time recipients. First grants averaged $19K; repeat grants $13K. How we count
Medians: $10K first-time, $10K repeat.
- 88% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−17%). Method
- In 2024 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Tr Edna Wardlaw Chrtble Tr UA
- How to evaluate Tr Edna Wardlaw Chrtble Tr UA as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$25.4M
-2.5% YoY
Annual Giving
$1.6M
+40.5% YoY
Grant Count
115
-2.5% YoY
Avg Grant Size
$14K
+44.2% YoY
Under IRS private-foundation payout rules, Tr Edna Wardlaw Chrtble Tr UA reported a distributable amount of $1.8M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The mission of The Edna Wardlaw Charitable Trust is to make charitable contributions that are ethical, humanitarian and driven by respect for social justice, the protection of the environment and the well-being of our world, demonstrating recognition that needs are universal.
The Wardlaw family views engaging in philanthropy as an opportunity to communicate and reinforce family values to future generations. These core values include:
- Unity/Diversity
- Knowledge/Insight
- Justice/Social Order
- Equality/Liberation
- Care/Nurture
- Accountability/Ethics
Funding Priorities:
The trust supports charitable institutions with a focus on the following areas:
- Human Rights (including access to housing, education, and fair wages)
- Environment
- Education
- Animal Welfare and Rescue
Grantmaking
Review Cycle
. Applications received after this date will be considered at the discretion of the family and their advisors. Organizations selected to receive funding will typically be notified at the end of October or beginning of November.
How to Apply
**
Ready to take the next step with Tr Edna Wardlaw Chrtble Tr UA?
Geographic Focus
Where this funder awards grants
The trust generally focuses their giving where family members live, including:
- Oregon
- Florida
- South Carolina
- Colorado
- California
- Georgia (mostly Metro Atlanta)
On occasion, grants that are national in scope are also considered.
Grant Distribution by State
Share of all 115 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $26,075,634
- Total Giving: $1,142,665
- Revenue: $931,000
- Expenses: $1,350,000
- Total Liabilities: $0
The trust maintains substantial assets and demonstrates consistent annual grantmaking activity.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $25,433,722 | $26,075,634 | $26,487,625 |
| Revenue | $1,218,839 | $931,223 | $1,728,515 |
| Expenses | $1,846,820 | $1,345,457 | $2,303,494 |
| Qualifying Distributions | $1,677,027 | $1,176,684 | $2,137,013 |
| Net Investment Income | $1,042,413 | $759,670 | $1,553,349 |
| Distributable Amount | $1,818,935 | $1,646,514 | $1,716,027 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
654 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Planned Parenthood ($90,000), Barnabas Horse Foundation ($70,000), Soda Mountain Wilderness Council ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PLANNED PARENTHOOD New York, NY | GENERAL OPERATING | $90,000 |
| BARNABAS HORSE FOUNDATION Myrtle Beach, SC | GENERAL OPERATING | $70,000 |
| SODA MOUNTAIN WILDERNESS COUNCIL Ashland, OR | GENERAL OPERATING | $60,000 |
| EARTHJUSTICE San Fransisco, CA | GENERAL OPERATING | $50,000 |
| FIRST PRESBYTERIAN CHURCH - MRYTLE BEACH Mrytle Beach, SC | GENERAL OPERATING | $50,000 |
| A JEWISH VOICE FOR PEACE INC Berkeley, CA | GENERAL OPERATING | $46,609 |
| MIDDLE EAST CHILDREN'S ALLIANCE Berkeley, CA | GENERAL OPERATING | $46,609 |
| PUBLIC CITIZEN FOUNDATION INC Washington, DC | GENERAL OPERATING | $46,500 |
| AMERICAN CIVIL LIBERTIES UNION FDN Washington, DC | GENERAL OPERATING | $45,000 |
| GLOBAL RESISTANCE Berkeley, CA | GENERAL OPERATING | $41,452 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Truist Bank | Trustee | 1 | $141,529 |
Frequently Asked Questions
What does Tr Edna Wardlaw Chrtble Tr UA fund?
The mission of The Edna Wardlaw Charitable Trust is to make charitable contributions that are ethical, humanitarian and driven by respect for social justice, the protection of the environment and the well-being of our world, demonstrating recognition that needs are universal. The Wardlaw family views engaging in philanthropy as an opportunity to communicate and reinforce family values to future generations. These core values include: • Unity/Diversity • Knowledge/Insight • Justice/Social Order …
How do I apply for a grant from Tr Edna Wardlaw Chrtble Tr UA?
The trust is transitioning to a new provider as of 2025. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Tr Edna Wardlaw Chrtble Tr UA make grants?
The trust generally focuses their giving where family members live, including: • Oregon • Florida • South Carolina • Colorado • California • Georgia (mostly Metro Atlanta) On occasion, grants that are national in scope are also considered.
What size grants does Tr Edna Wardlaw Chrtble Tr UA award?
In 2024, Tr Edna Wardlaw Chrtble Tr UA awarded 115 grants totaling $1.6M — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Tr Edna Wardlaw Chrtble Tr UA required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Edna Wardlaw Chrtble Tr UA reported a distributable amount of $1.8M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr Edna Wardlaw Chrtble Tr UA's EIN?
Tr Edna Wardlaw Chrtble Tr UA's EIN (Employer Identification Number) is 58-6278167. IRS Form 990 filing data is available on this page for 2020–2024.
Does Tr Edna Wardlaw Chrtble Tr UA accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.