Tua Jean M Appenzellar Charitable Tr

ORLANDO, FL EIN: 26-6130463

Tua Jean M Appenzellar Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 1 grants totaling $86K. Net investment income was $110K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+0.8% YoY

Annual Giving

$86K

+0.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$86K

+0.8% YoY

Under IRS private-foundation payout rules, Tua Jean M Appenzellar Charitable Tr reported a distributable amount of $92K for 2024 — the minimum it must pay out in qualifying distributions.

About Tua Jean M Appenzellar Charitable Tr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $425K (100%)

States

Pennsylvania

Cities

Chambersburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,703,112	$1,690,319	$1,793,774
Revenue	$121,565	$2,682	$-4,062
Expenses	$109,315	$106,379	$116,078
Qualifying Distributions	$97,207	$95,532	$97,977
Net Investment Income	$109,735	$31,945	$24,662
Distributable Amount	$92,194	$85,227	$90,319

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 Wilson College ($85,818).

Recipient	Purpose	Amount
WILSON COLLEGE CHAMBERSBURG, PA	GENERAL OPERATING	$85,818

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	$22,777

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Tua Jean M Appenzellar Charitable Tr?

Tua Jean M Appenzellar Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $1.7M in total assets as of 2024.

How large is Tua Jean M Appenzellar Charitable Tr?

As of 2024, Tua Jean M Appenzellar Charitable Tr holds $1.7M in total assets with $122K in annual revenue. It awarded 1 grants totaling $86K in 2024.

Where does Tua Jean M Appenzellar Charitable Tr operate?

Tua Jean M Appenzellar Charitable Tr has awarded grants in Pennsylvania.

What size grants does Tua Jean M Appenzellar Charitable Tr award?

In 2024, Tua Jean M Appenzellar Charitable Tr awarded 1 grants totaling $86K — an average of about $86K per grant, based on its IRS Form 990 filings.

How much is Tua Jean M Appenzellar Charitable Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tua Jean M Appenzellar Charitable Tr reported a distributable amount of $92K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tua Jean M Appenzellar Charitable Tr's EIN?

Tua Jean M Appenzellar Charitable Tr's EIN (Employer Identification Number) is 26-6130463. IRS Form 990 filing data is available on this page for 2020–2024.