W T Bland JR Charitable TUA is a private foundation established in 2020, based in Mount Dora, Florida. As a 501(c)(3) organization, it operates as a grantmaking foundation with no employees, distributing charitable funds to local and regional nonprofits.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$39.7M
+3.3% YoY
Annual Giving
$2.1M
+13.7% YoY
Grant Count
26
-10.3% YoY
Avg Grant Size
$82K
+26.8% YoY
Mission & Focus Areas
The foundation primarily funds:
- Animal welfare
- Veteran's assistance
- SWAT program support
- Open Door Homeless Drop-In Center
- Food pantry initiatives
- Fleet Farming urban agriculture enterprise
- Charitable support for local law enforcement
- Community health and wellness programs
- Educational initiatives
- Youth programs and robotics
Grantmaking
The foundation made 16 grants in 2024, with total giving of $2,123,000. In 2023, it made nine grants totaling approximately $1.2 million.
Grant Range
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking is primarily concentrated in Florida, with particular emphasis on the Mount Dora area and surrounding Lake County region.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2024):
- Total assets: $39,682,974
- Total revenues: $3,346,007
- Total expenses: $2,534,193
- Total giving: $2,123,000
Assets & Revenue (2023):
- Total assets: $38,422,644
- Total revenues: $1,950,558
- Total expenses: $5,552,242
The foundation maintains substantial assets and demonstrates consistent grantmaking activity, with investment income serving as a primary funding source.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $39,682,974 | $38,422,644 | $42,024,328 |
| Revenue | $3,346,007 | $1,950,558 | $20,820,622 |
| Expenses | $2,534,193 | $5,552,242 | $2,523,284 |
| Qualifying Distributions | $2,319,714 | $2,044,902 | $1,927,758 |
| Net Investment Income | $3,170,819 | $1,799,205 | $681,261 |
| Distributable Amount | $2,208,527 | $2,050,035 | $2,036,583 |
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
87 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Janice Epaillard is listed as a key personnel member with the foundation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIRST NATIONAL BANK OF MT DORA | Trustee | 40 | $235,475 |
| JOHN D PEASE III | DIST COMMITTEE | 1 | $6,000 |
| JOHN D PEASE IV | DIST COMMITTEE | 1 | — |
| CLARE L GARNER JR | DIST COMMITTEE | 1 | $6,000 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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