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 2026. As of 2026, the organization holds $2.2M in total assets. In 2026, it awarded 2 grants totaling $112K. Net investment income was $124K.
Walters Janie & Lamar Char Trust at a glance
In short: Walters Janie & Lamar Char Trust gave $112K across 2 grants in 2026 (avg $56K), mostly in North Carolina. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $112,108
- +8.2% vs 2025
- Grants made (2026)
- 2
- +0.0% vs 2025
- Average grant
- $56,054
- +8.2% vs 2025
- Median grant
- $56,054
- Total assets
- $2,244,640
- +0.1% vs 2025
- Primary geography
- North Carolina (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Walters Janie & Lamar Char Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Columbus Reg Healthcare SYS ($95K). Together the top 2 received $112K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 5 grants of 10 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
How Walters Janie & Lamar Char Trust gives
- Giving held roughly steady from 2023 to 2026 (+1%). Method
- In 2026 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2026, annual grant giving ranged from $90K (2024) to $112K (2026). In 2026 it made 2 grants totaling $112K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Columbus Reg Healthcare SYS Whiteville, NC | General Operating | $95,292 |
| Whiteville Rescue Squad Whiteville, NC | General Operating | $16,816 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,244,640 | $133,709 | $135,441 | $112,108 | 2 | $122,890 | $123,551 | $129,027 |
| 2025 | $2,242,388 | $139,528 | $123,478 | $103,643 | 2 | $114,080 | $122,318 | $122,545 |
| 2024 | $2,230,580 | $46,870 | $127,970 | $90,496 | 2 | $100,763 | $59,254 | $113,910 |
| 2023 | $2,309,982 | $685,126 | $141,898 | $110,873 | 2 | $125,518 | $668,322 | $105,141 |
| 2022 | $1,768,720 | $66,466 | $135,652 | $98,462 | 2 | $116,139 | $47,384 | $128,550 |
| 2021 | $1,838,553 | $42,599 | $143,930 | $112,045 | 2 | — | $36,702 | $113,834 |
Under IRS private-foundation payout rules, Walters Janie & Lamar Char Trust reported a distributable amount of $129K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Walters Janie & Lamar Char Trust's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Truist Bank
Trustee
On filings since 2022
1 hr/week
$35K (2022) → $19K (2026)
Former officers (1)
- Former: Branch Banking AND Trust Company (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $19K, to Truist Bank (Trustee).
Frequently asked questions about Walters Janie & Lamar Char Trust
How much does Walters Janie & Lamar Char Trust give each year?
Walters Janie & Lamar Char Trust gave $112K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $104K across 2 grants.
How large is Walters Janie & Lamar Char Trust?
Walters Janie & Lamar Char Trust reported $2.2M in total assets on its 2026 IRS Form 990-PF. It paid out $123K in qualifying distributions that year, against a required minimum of $129K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Walters Janie & Lamar Char Trust operate?
Walters Janie & Lamar Char Trust has awarded grants in North Carolina.
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 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 29, 2026)
- IRS filings on file for fiscal years 2021–2025
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