Tr Sam S Rountree Char Tr Ua
Tr Sam S Rountree Char Tr Ua is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $135K in total assets. In 2024, it awarded 1 grants totaling $5K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$135K
+1.1% YoY
Annual Giving
$5K
+7.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$5K
+7.1% YoY
Under IRS private-foundation payout rules, Tr Sam S Rountree Char Tr Ua reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.
About Tr Sam S Rountree Char Tr Ua
Based on IRS filings
Tr Sam S Rountree Char Tr Ua is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $135K in total assets. In 2024, it awarded 1 grants totaling $5K. Net investment income was $9K.
Ready to take the next step with Tr Sam S Rountree Char Tr Ua?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $134,530 | $133,038 | $145,492 |
| Revenue | $10,398 | $-4,313 | $6,630 |
| Expenses | $8,966 | $8,137 | $7,899 |
| Qualifying Distributions | $7,849 | $6,509 | $5,663 |
| Net Investment Income | $9,259 | $1,635 | $4,936 |
| Distributable Amount | $7,397 | $6,856 | $7,070 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include John D Archbold Meml Hospital Inc ($5,255).
| Recipient | Purpose | Amount |
|---|---|---|
| JOHN D ARCHBOLD MEML HOSPITAL INC THOMASVILLE, GA | GENERAL OPERATING | $5,255 |
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 | $2,187 |
Frequently Asked Questions
How large is Tr Sam S Rountree Char Tr Ua?
As of 2024, Tr Sam S Rountree Char Tr Ua holds $135K in total assets with $10K in annual revenue. It awarded 1 grants totaling $5K in 2024.
Where does Tr Sam S Rountree Char Tr Ua operate?
Tr Sam S Rountree Char Tr Ua has awarded grants in Georgia.
What size grants does Tr Sam S Rountree Char Tr Ua award?
In 2024, Tr Sam S Rountree Char Tr Ua awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Tr Sam S Rountree Char Tr Ua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Sam S Rountree Char Tr Ua reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr Sam S Rountree Char Tr Ua's EIN?
Tr Sam S Rountree Char Tr Ua's EIN (Employer Identification Number) is 58-6026055. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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