Tua Jean M Appenzellar Charitable Tr
ORLANDO, FL EIN: 26-6130463
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.7M
+0.8% YoY
Annual Giving
$86K
+0.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$86K
+0.8% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,703,112 | $1,690,319 | $1,793,774 |
| Revenue | $121,565 | $2,682 | $-4,062 |
| Expenses | $109,315 | $106,379 | $116,078 |
| Qualifying Distributions | $97,207 | $95,532 | $97,977 |
| Net Investment Income | $109,735 | $31,945 | $24,662 |
| Distributable Amount | $92,194 | $85,227 | $90,319 |
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
No grants recorded for .
Who else does Tua Jean M Appenzellar Charitable Tr fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $22,777 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Pennsylvania $425K (100%)
States
Cities
Chambersburg
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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