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. 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
1
+0.0% YoY
Avg Grant Size
$86K
+0.8% YoY
About Tua Jean M Appenzellar Charitable Tr
Based on IRS filings
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.
Focus Areas
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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 | $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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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