Warm Springs Charitable Trust

Private foundation · Grantmaker Jacksonville, FL EIN: 59-7201643

Warm Springs Charitable Trust is a private foundation, based in Jacksonville, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $183K in total assets. Net investment income was $8K.

Key facts about Warm Springs Charitable Trust

EIN
59-7201643
Latest 990 filing
Form 990-PF, 2024
Total assets
$182,797

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$183K

-0.2% YoY

Revenue

$8K

+11.2% YoY

Net Investment Income

$8K

+11.2% YoY

Expenses

$4K

Under IRS private-foundation payout rules, Warm Springs Charitable Trust reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.

How Warm Springs Charitable Trust gives

  • In 2021 it paid out 338% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Ponte Vedra BeachEnglewood

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2020 2 grants2021 0 grants2022 0 grants2023 0 grants2024

From 2020 to 2021, annual grant giving ranged from $5K (2020) to $35K (2021). In 2021 it made 2 grants totaling $35K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$182,797$183,214$176,428
Revenue$7,544$6,786$1,998
Expenses$3,529——
Net Investment Income$7,544$6,786$1,998
Distributable Amount$8,760$8,762$8,612

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

Officers and directors from IRS filings

Warm Springs Charitable Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Charley Moore

    Trustee

    On filings since 2020

    No compensation reported

  • David R. Duval

    Trustee

    On filings since 2020

    No compensation reported

  • Eugene G. Peek III

    Trustee

    On filings since 2020

    No compensation reported

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.

Frequently asked questions about Warm Springs Charitable Trust

How large is Warm Springs Charitable Trust?

Warm Springs Charitable Trust reported $183K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $8K.

Where does Warm Springs Charitable Trust operate?

Warm Springs Charitable Trust has awarded grants in Colorado, Florida.

How much is Warm Springs Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Warm Springs Charitable Trust reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Warm Springs Charitable Trust's EIN?

Warm Springs Charitable Trust's EIN (Employer Identification Number) is 59-7201643. IRS Form 990 filing data is available on this page for 2020–2024.

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

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