Tua Jean M Appenzellar Charitable Tr
Tua Jean M Appenzellar Charitable Tr is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 1 grant totaling $87K. Net investment income was $109K.
Tua Jean M Appenzellar Charitable Tr at a glance
In short: Tua Jean M Appenzellar Charitable Tr gave $87K across 1 grant in 2025 (avg $87K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $87,104
- +1.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $87,104
- +1.5% vs 2024
- Median grant
- $87,104
- Total assets
- $1,711,898
- +0.5% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tua Jean M Appenzellar Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Wilson College ($87K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Tua Jean M Appenzellar Charitable Tr gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $82K (2020) to $87K (2025). In 2025 it made 1 grant totaling $87K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wilson College Chambersburg, PA | General Operating | $87,104 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,711,898 | $119,564 | $110,773 | $87,104 | 1 | $98,150 | $109,268 | $95,975 |
| 2024 | $1,703,112 | $121,565 | $109,315 | $85,818 | 1 | $97,207 | $109,735 | $92,194 |
| 2023 | $1,690,319 | $2,682 | $106,379 | $85,125 | 1 | $95,532 | $31,945 | $85,227 |
| 2022 | $1,793,774 | $-4,062 | $116,078 | $86,857 | 1 | $97,977 | $24,662 | $90,319 |
| 2021 | $1,914,484 | $298,526 | $112,863 | $85,055 | 1 | $97,512 | $285,356 | $100,849 |
| 2020 | $1,728,418 | $111,767 | $104,633 | $81,738 | 1 | — | $100,532 | $87,875 |
Under IRS private-foundation payout rules, Tua Jean M Appenzellar Charitable Tr reported a distributable amount of $96K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tua Jean M Appenzellar Charitable Tr's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$25K (2021) → $19K (2025)
Former officers (1)
- Former: Branch Banking AND Trust Company (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $19K, to Truist Bank (Trustee).
Frequently asked questions about Tua Jean M Appenzellar Charitable Tr
How much does Tua Jean M Appenzellar Charitable Tr give each year?
Tua Jean M Appenzellar Charitable Tr gave $87K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $86K across 1 grant.
How large is Tua Jean M Appenzellar Charitable Tr?
Tua Jean M Appenzellar Charitable Tr reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $98K in qualifying distributions that year, against a required minimum of $96K (roughly 5% of its investment assets).
Where does Tua Jean M Appenzellar Charitable Tr operate?
Tua Jean M Appenzellar Charitable Tr has awarded grants in Pennsylvania.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Tua Jean M Appenzellar Charitable Tr funds
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