Yost Elizabeth B Tr Uwo

ORLANDO, FL EIN: 56-6355993

Yost Elizabeth B Tr Uwo is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 11 grants totaling $115K. Net investment income was $169K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8M

+4.8% YoY

Annual Giving

$115K

-11.0% YoY

Grant Count

+10.0% YoY

Avg Grant Size

$10K

-19.0% YoY

Under IRS private-foundation payout rules, Yost Elizabeth B Tr Uwo reported a distributable amount of $219K for 2024 — the minimum it must pay out in qualifying distributions.

About Yost Elizabeth B Tr Uwo

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $790K (100%)

States

North Carolina

Cities

MonroePeachlandPolktonWadesboro

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,750,697	$2,625,666	$2,793,591
Revenue	$188,501	$-6,155	$764,751
Expenses	$137,447	$172,808	$212,920
Qualifying Distributions	$126,808	$141,550	$188,694
Net Investment Income	$169,018	$62,919	$740,642
Distributable Amount	$219,347	$134,129	$165,110

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

52 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Healthquest ($32,000), Anson Crisis Ministry ($30,000), Rotary Planetarium & Science Center ($10,000).

Recipient	Purpose	Amount
ANSON ATHLETIC YOUTH ASSOCIATION POLKTON, NC	GENERAL OPERATING	$6,000
ANSON COUNTY ARTS COUNCIL WADESBORO, NC	GENERAL OPERATING	$7,500
ANSON COUNTY COOPERATIVE EXTENSION WADESBORO, NC	GENERAL OPERATING	$5,000
ANSON COUNTY 4-H WADESBORO, NC	GENERAL OPERATING	$3,500
ANSON COUNTY HISTORICAL SOCIETY WADESBORO, NC	GENERAL OPERATING	$2,000
ANSON COUNTY HOMES OF HOPE WADESBORO, NC	GENERAL OPERATING	$2,500
ANSON HIGH SCHOOL WADESBORO, NC	GENERAL OPERATING	$7,500
ANSON COUNTY SCHOOL SYSTEM WADESBORO, NC	GENERAL OPERATING	$9,000
ANSON CRISIS MINISTRY WADESBORO, NC	GENERAL OPERATING	$30,000
HEALTHQUEST MONROE, NC	GENERAL OPERATING	$32,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Yost Elizabeth B Tr Uwo?

As of 2024, Yost Elizabeth B Tr Uwo holds $2.8M in total assets with $189K in annual revenue. It awarded 11 grants totaling $115K in 2024.

Where does Yost Elizabeth B Tr Uwo operate?

Yost Elizabeth B Tr Uwo has awarded grants in North Carolina.

What size grants does Yost Elizabeth B Tr Uwo award?

In 2024, Yost Elizabeth B Tr Uwo awarded 11 grants totaling $115K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Yost Elizabeth B Tr Uwo required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Yost Elizabeth B Tr Uwo reported a distributable amount of $219K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.