Tankersley Charitable Trust Fbo

TUCSON, AZ EIN: 30-0582022 Website

The Tankersley Charitable Trust FBO is a charitable organization based in Tucson, Arizona, USA. With assets totaling $347,826, the trust focuses its funding efforts within the city of Tucson and the state of Arizona. The trust does not specify particular subject areas for its funding, indicating a potentially broad or flexible approach to its charitable activities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$370K

+3.0% YoY

Annual Giving

$80K

Grant Count

Avg Grant Size

$80K

Under IRS private-foundation payout rules, Tankersley Charitable Trust Fbo reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

About Tankersley Charitable Trust Fbo

Based on IRS filings

Tankersley Charitable Trust Fbo is a private foundation focused on Education, based in TUCSON, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $370K in total assets. In 2024, it awarded 1 grants totaling $80K. Net investment income was $92K.

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $240K (100%)

States

Arizona

Cities

Tucson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$370,064	$359,210	$347,826
Revenue	$91,929	$11,559	$14,859
Expenses	$81,075	$175	$40,375
Qualifying Distributions	$80,000	—	$40,000
Net Investment Income	$91,929	$11,559	$14,859
Distributable Amount	$24,171	$726	$24,519

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Gregory College Preparatory School ($80,000).

Recipient	Purpose	Amount
ST GREGORY COLLEGE PREPARATORY SCHOOL TUCSON, AZ	SCHOLARSHIP FUND	$80,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOHNNY N HELENBOLT	TRUSTEE	0.5	—
DEBBIE KENNEDY	TRUSTEE	0.5	—
SHELLEY SILVERMAN	TRUSTEE	0.5	—
MATT MILNER	TRUSTEE	0.5	—
CLAUDINE MESSING	TRUSTEE	0.5	—

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Tankersley Charitable Trust Fbo?

Tankersley Charitable Trust Fbo is a private foundation focused on Education, based in TUCSON, AZ. It holds $370K in total assets as of 2024.

How large is Tankersley Charitable Trust Fbo?

As of 2024, Tankersley Charitable Trust Fbo holds $370K in total assets with $92K in annual revenue. It awarded 1 grants totaling $80K in 2024.

Where does Tankersley Charitable Trust Fbo operate?

Tankersley Charitable Trust Fbo has awarded grants in Arizona.

What size grants does Tankersley Charitable Trust Fbo award?

In 2024, Tankersley Charitable Trust Fbo awarded 1 grants totaling $80K — an average of about $80K per grant, based on its IRS Form 990 filings.

How much is Tankersley Charitable Trust Fbo required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tankersley Charitable Trust Fbo reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tankersley Charitable Trust Fbo's EIN?

Tankersley Charitable Trust Fbo's EIN (Employer Identification Number) is 30-0582022. IRS Form 990 filing data is available on this page for 2020–2024.