ORLANDO, FL

John A Jordan Jr Charitable Trust

Quick Facts

EIN: 582177091
Location: ORLANDO, FL
Phone: (404) 724-3644
Category: Philanthropy & Grantmaking
Total Assets: $2.7M
Annual Income: $742K
IRS Ruling Year: 1995
Organization Type: Non-Operating Foundation
Principal Officer: % Suntrust Bank Nashville
Tax Deductibility: Contributions are deductible

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About This Foundation

John A Jordan Jr Charitable Trust is a private trust based in ORLANDO, FL. The foundation received its IRS ruling in 1995. The principal officer is % Suntrust Bank Nashville. It holds total assets of $2.7M. Annual income is reported at $742K. The foundation operates in the area of philanthropy & grantmaking. According to available records, John A Jordan Jr Charitable Trust has made 6 grants totaling $317K, with a median grant of $53K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Tennessee. Contributions to this foundation are tax-deductible.

Application Information

Preselected OnlyThis foundation typically selects grantees rather than accepting unsolicited proposals.

Frequently Asked Questions

What does John A Jordan Jr Charitable Trust fund?

John A Jordan Jr Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in TN.

How much does John A Jordan Jr Charitable Trust give in grants?

John A Jordan Jr Charitable Trust has distributed a total of $317K across 6 grants. The median grant size is $53K, with an average of $53K. Individual grants have ranged from $53K to $53K.

How do I apply for a grant from John A Jordan Jr Charitable Trust?

John A Jordan Jr Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.

Where is John A Jordan Jr Charitable Trust located?

John A Jordan Jr Charitable Trust is headquartered in ORLANDO, FL.

Key People & Compensation (2024)

Name	Title	Compensation	Benefits	Total
Truist Bank	TRUSTEE	$23K	$0	$23K

990 Tax Filings

Year	Return Type	PDF
2024	990PF	View
2023	990PF	View
2022	990PF	View
2021	990PF

Research This Foundation

GuideStar / Candid ProPublica Nonprofit Explorer IRS Tax Exempt Status

Financial Overview

Total Giving

$180K

2023-1%

Total Assets

$2.7M

2023-1%

Fair Market Value

$3M

2023

Net Worth

$2.7M

2023

Grants Paid

$154K

2023

Contributions

2023

Net Investment Income

$140K

2023

Distribution Amount

$132K

2023

Total Giving by Year

Asset Growth

Revenue Over Time

Liabilities Over Time

Investment Portfolio (2023)

Total: $301K

Corporate Bonds (12%)

Other Investments (88%)

Expense Breakdown (2023)

Revenue Sources (2023)

Dividends: $76K
Capital Gains (Net): $75K

Financial Details (2023)

Total Revenue: $151K
Total Expenses: $180K
Exempt Purpose Expenses: $168K
Required Distribution: $132K
Undistributed Income: $0
Total Liabilities: $1
Excise Tax: $2K
Tax Due: $1K

Foundation Classification (2023)

Operating FoundationNo

Grants to IndividualsNo

Non-Charity GrantsNo

Lobbying ActivityNo

Excess Business HoldingsNo

Grantmaking Insights

Total Grants

Total Giving

$317K

Average Grant

$53K

Median Grant

$53K

Unique Recipients

Most Common Grant

$53K

Grant Range

Min$53K

Max$53K

Smallest grantLargest grant

Openness to New Grantees (2023)

of 2023 grantees were first-time recipients

Grant Size Distribution

Geographic Distribution of Grants

TN$317K (6)

Past Grantees

Recipient	Location	Amount	Year
First United Methodist ChurchGENERAL OPERATING	Franklin, TN	$53K	2023
Historic Carnton PlantationGENERAL OPERATING	Franklin, TN	$53K	2023
Battle Ground Academy SchoolGENERAL OPERATING	Franklin, TN	$53K	2023