Walters Janie & Lamar Char Trust
Walters Janie & Lamar Char Trust is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 2 grants totaling $104K. Net investment income was $122K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
+0.5% YoY
Annual Giving
$104K
+14.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$52K
+14.5% YoY
Under IRS private-foundation payout rules, Walters Janie & Lamar Char Trust reported a distributable amount of $123K for 2025 — the minimum it must pay out in qualifying distributions.
About Walters Janie & Lamar Char Trust
Based on IRS filings
Walters Janie & Lamar Char Trust is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 2 grants totaling $104K. Net investment income was $122K.
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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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,242,388 | $2,230,580 | $2,309,982 |
| Revenue | $139,528 | $46,870 | $685,126 |
| Expenses | $123,478 | $127,970 | $141,898 |
| Qualifying Distributions | $114,080 | $100,763 | $125,518 |
| Net Investment Income | $122,318 | $59,254 | $668,322 |
| Distributable Amount | $122,545 | $113,910 | $105,141 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Columbus Reg Healthcare Sys ($88,097), Whiteville Rescue Squad ($15,546).
| Recipient | Purpose | Amount |
|---|---|---|
| WHITEVILLE RESCUE SQUAD WHITEVILLE, NC | GENERAL OPERATING | $15,546 |
| COLUMBUS REG HEALTHCARE SYS WHITEVILLE, NC | GENERAL OPERATING | $88,097 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $17,874 |
Frequently Asked Questions
How large is Walters Janie & Lamar Char Trust?
As of 2025, Walters Janie & Lamar Char Trust holds $2.2M in total assets with $140K in annual revenue. It awarded 2 grants totaling $104K in 2025.
Where does Walters Janie & Lamar Char Trust operate?
Walters Janie & Lamar Char Trust has awarded grants in North Carolina.
What size grants does Walters Janie & Lamar Char Trust award?
In 2025, Walters Janie & Lamar Char Trust awarded 2 grants totaling $104K — an average of about $52K per grant, based on its IRS Form 990 filings.
How much is Walters Janie & Lamar Char Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Walters Janie & Lamar Char Trust reported a distributable amount of $123K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Walters Janie & Lamar Char Trust's EIN?
Walters Janie & Lamar Char Trust's EIN (Employer Identification Number) is 56-6407339. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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