Vern A & Florence E Martin Charitable TA
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.
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
Share of all 30 itemized 2024 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
121 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ENGLEWOOD METHODIST CHURCH INC Englewood, FL | General & Unrestricted | $24,047 |
| LEMON BAY HIGH SCHOOL Englewood, FL | Scholarship Fund | $15,675 |
| ENGLEWOOD METHODIST CHURCH INC Englewood, FL | Foundations Preschool | $9,459 |
| LEMON BAY HIGH SCHOOL Englewood, FL | After School Tutoring Program | $8,207 |
| LEMON BAY HIGH SCHOOL Englewood, FL | General & Unrestricted | $6,093 |
| ENGLEWOOD METHODIST CHURCH INC Englewood, FL | Church Ministries | $5,698 |
| PENTWATER PUBLIC SCHOOL DISTRICT Pentwater, MI | Scholarship Fund | $5,698 |
| ENGLEWOOD HELPING HAND INC Englewood, FL | General & Unrestricted | $4,673 |
| ENGLEWOOD METHODIST CHURCH INC Englewood, FL | Children's Ministry | $4,673 |
| BIG BROTHERS-BIG SISTERS FOUNDATION OF THE SUNCOAS Sarasota, FL | General & 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 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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
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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