Vern A & Florence E Martin Charitable TA logo

Vern A & Florence E Martin Charitable TA

Foundation · Grantmaker Port Charlotte, FL EIN: 59-6940773 Website

Vern A & Florence E Martin Charitable TA is a private foundation based in Port Charlotte, Florida. Its 2024 filing reports grants to organizations in Florida and Michigan, including churches, schools, and community-service organizations.

Key facts about Vern A & Florence E Martin Charitable TA

In short: Vern A & Florence E Martin Charitable TA gave $134K across 30 grants in 2024 (avg $4K), mostly in Florida. 5% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
59-6940773
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$133,946
Grants made (2024)
30
Average grant
$4,465
Median grant
$2,447
New grantees (estimate)
5% first-time grantees (1 of 20, 2024)
Total assets
$1,630,391
Primary geography
Florida (91% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. 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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

-5.7% YoY

Annual Giving

$134K

-1.3% YoY

Grant Count

30

-6.3% YoY

Avg Grant Size

$4K

+5.2% YoY

Under IRS private-foundation payout rules, Vern A & Florence E Martin Charitable TA reported a distributable amount of $136K for 2024 — the minimum it must pay out in qualifying distributions.

Is Vern A & Florence E Martin Charitable TA open to new grantees?

5%

first-time grantees, 2024

In 2024, 1 of 20 grantees (5%) were first-time recipients. First grants averaged $50K; repeat grants $4K. How we count

Medians: $50K first-time, $2K repeat.

  • 95% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+11%). Method
  • In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement is provided. The 2024 grants listed include support for scholarships, after-school tutoring, church and children’s ministries, and general and unrestricted purposes. Among the grantees, Englewood Helping Hand Inc. describes its mission as providing food, utility, and other assistance to people in temporary need. Big Brothers Big Sisters Foundation describes its work as managing endowment and restricted donor funds in support of Big Brothers Big Sisters of the Sun Coast Inc., including direct assistance to young people in need. Loveland Center Inc. says it supports people with intellectual and developmental disabilities to live their lives to the fullest.

Grantmaking

In 2024, the foundation made 30 grants totaling $133,946. Individual grants ranged from $1,254 to $24,047, with a median of $2,446.

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Geographic Focus

Where this funder awards grants

In 2024, 91% of grant dollars went to recipients in Florida and 9% to recipients in Michigan.

Grant Distribution by State

2states

Share of all 30 itemized 2024 grant dollars.

Cities

EnglewoodPentwaterPort CharlotteVeniceRotonda WestSarasotaClearwaterJacksonvillePunta GordaLansingRotunda WestEagle

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K19 grants202020 grants202120 grants202232 grants202330 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Englewood Methodist Church Inc: $50K across 6 grantsEnglewood Methodist Church Inc$50K · 6 grantsLemon Bay High School: $31K across 4 grantsLemon Bay High School$31K · 4 grantsPentwater Public School District: $6KPentwater Public SchoolDistrict$6KVineland Elementary School: $5K across 2 grantsVineland Elementary School$5K · 2 grantsEnglewood Helping Hand Inc: $5KEnglewood Helping Hand Inc$5KBig Brothers-Big Sisters Foundation of the Suncoas: $5KBig Brothers-Big SistersFoundation of the Suncoas$5KUnited Methodist Church Centenary: $5KUnited Methodist ChurchCentenary$5KLoveland Center Inc: $3KLoveland Center Inc$3KAlzheimers Disease and Related Disorders Associati: $3K across 2 grantsAlzheimers Disease and RelatedDisorders Associati$3K · 2 grantsDollars for Mammograms Inc: $2KDollars for Mammograms Inc$2K

Grant Size Distribution

121 grants across all recorded years

120<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ENGLEWOOD METHODIST CHURCH INC Englewood, FLGeneral & Unrestricted$24,047
LEMON BAY HIGH SCHOOL Englewood, FLScholarship Fund$15,675
ENGLEWOOD METHODIST CHURCH INC Englewood, FLFoundations Preschool$9,459
LEMON BAY HIGH SCHOOL Englewood, FLAfter School Tutoring Program$8,207
LEMON BAY HIGH SCHOOL Englewood, FLGeneral & Unrestricted$6,093
ENGLEWOOD METHODIST CHURCH INC Englewood, FLChurch Ministries$5,698
PENTWATER PUBLIC SCHOOL DISTRICT Pentwater, MIScholarship Fund$5,698
ENGLEWOOD HELPING HAND INC Englewood, FLGeneral & Unrestricted$4,673
ENGLEWOOD METHODIST CHURCH INC Englewood, FLChildren's Ministry$4,673
BIG BROTHERS-BIG SISTERS FOUNDATION OF THE SUNCOAS Sarasota, FLGeneral & Unrestricted$4,559

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $1,630,391 $64,772 $164,207 $133,946
2023 $1,729,826 $65,028 $164,233 $135,778
2022 $1,829,031 -$7,848 $168,245 $138,592
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K20202021202220232024
Metric202420232022
Total Assets$1,630,391$1,729,826$1,829,031
Revenue$64,772$65,028$-7,848
Expenses$164,207$164,233$168,245
Qualifying Distributions$152,023$149,506$160,648
Net Investment Income$58,887$51,117$47,810
Distributable Amount$136,325$120,882$133,154

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

Lory Weisensee for Crews Bank is listed as a trustee on the 2024 filing.

Vern A & Florence E Martin Charitable TA's only listed officer is Lory Weisensee for Crews Bank, Trustee on every filing since 2023 (compensated).

Officers on the 2024 filing

  • Lory Weisensee for Crews Bank

    Trustee

    On filings since 2023

    1 hr/week

    $1K (2023) → $912 (2024)

Former officers (1)
  • Former: Lory Weisensee for Englewood Bank (2020–2022) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Lory Weisensee for Crews Bank — Trustee: $912Lory Weisensee for…Trustee$912

Contact

Mailing address: Crews Bank Trust 1100 Tamiami Trl, Port Charlotte, FL 33953
Phone: (941) 624-1903
Website: https://charlottemartin.org

Frequently asked questions about Vern A & Florence E Martin Charitable TA

How much does Vern A & Florence E Martin Charitable TA give each year?

Vern A & Florence E Martin Charitable TA gave $134K across 30 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $136K across 32 grants.

What is Vern A & Florence E Martin Charitable TA's typical grant size?

Vern A & Florence E Martin Charitable TA's median grant in 2024 was $2,447, and its average grant was $4,465, across 30 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Vern A & Florence E Martin Charitable TA that year got $50K on average.

Where does Vern A & Florence E Martin Charitable TA give grants?

Vern A & Florence E Martin Charitable TA gives mostly in Florida: 91% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Michigan (9%). The most frequent recipient cities were Englewood, FL (15 grants), Rotonda West, FL (3 grants), Pentwater, MI (2 grants) and Sarasota, FL (2 grants).

Does Vern A & Florence E Martin Charitable TA give general operating support?

Yes: 50% of Vern A & Florence E Martin Charitable TA's 2024 grants with a stated purpose (15 of 30) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Vern A & Florence E Martin Charitable TA's largest grantees?

Vern A & Florence E Martin Charitable TA's largest 2024 grantees include Englewood Methodist Church Inc ($50,259 across 6 grants), Lemon Bay High School ($31,343 across 4 grants) and Pentwater Public School District ($5,698), according to its 2024 IRS Form 990-PF. Together they received 65% of its itemized 2024 grant dollars.

How large is Vern A & Florence E Martin Charitable TA?

Vern A & Florence E Martin Charitable TA reported $1.6M in total assets on its 2024 IRS Form 990-PF. It paid out $152K in qualifying distributions that year, against a required minimum of $136K (roughly 5% of its investment assets).

What does Vern A & Florence E Martin Charitable TA fund?

No mission statement is provided. The 2024 grants listed include support for scholarships, after-school tutoring, church and children’s ministries, and general and unrestricted purposes. Among the grantees, Englewood Helping Hand Inc. describes its mission as providing food, utility, and other assistance to people in temporary need. Big Brothers Big Sisters Foundation describes its work as managing endowment and restricted donor funds in support of Big Brothers Big Sisters of the Sun Coast Inc.…

How do I apply for a grant from Vern A & Florence E Martin Charitable TA?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Vern A & Florence E Martin Charitable TA's EIN?

Vern A & Florence E Martin Charitable TA's EIN (Employer Identification Number) is 59-6940773. IRS Form 990 filing data is available on this page for 2020–2024.

Does Vern A & Florence E Martin Charitable TA accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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