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Also known as: CHARITABLE TRUST C/O FIRST BANK TRUSTEE
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John L Harrell & Margarett T Harrell Charitable Trust is a private trust based in WINCHESTER, VA. The foundation received its IRS ruling in 2015. The principal officer is First Bank Trustee. It holds total assets of $1.4M. Annual income is reported at $345K. Total assets have grown from N/A in 2014 to $1.5M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Virginia. According to available records, John L Harrell & Margarett T Harrell Charitable Trust has made 80 grants totaling $544K, with a median grant of $6K. The foundation has distributed between $136K and $272K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $272K distributed across 40 grants. Individual grants have ranged from $1K to $13K, with an average award of $7K. The foundation has supported 32 unique organizations. Grants have been distributed to organizations in Virginia and District of Columbia. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$7K
Average Grant
$7K
Largest Grant
$13K
Based on 17 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
John L Harrell & Margarett T Harrell Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 80 grants. Its grantmaking reaches organizations primarily in VA, DC.
John L Harrell & Margarett T Harrell Charitable Trust has distributed a total of $544K across 80 grants. The median grant size is $6K, with an average of $7K. Individual grants have ranged from $1K to $13K.
John L Harrell & Margarett T Harrell Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
John L Harrell & Margarett T Harrell Charitable Trust is headquartered in WINCHESTER, VA. While based in VA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| First Bank Trustee | TRUSTEE | $0 | $0 | N/A |
Total Giving
$162K
Total Assets
$1.5M
Fair Market Value
$2.5M
Net Worth
$1.5M
Grants Paid
$136K
Contributions
N/A
Net Investment Income
$118K
Distribution Amount
$116K
Total: $1.3M
Total Grants
80
Total Giving
$544K
Average Grant
$7K
Median Grant
$6K
Unique Recipients
32
Most Common Grant
$6K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salvation ArmyADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $7K | 2023 |
| Winchester Medical Center FoundationADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $13K | 2023 |
| Frederick County Public Schools - Bright Futures ProgramADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $11K | 2023 |
| City Of Winchester Public SchoolsTO PROVIDE ON-SITE TUTORING AT VIRGINIA AVENUE CHARLOTTE DEHART ELEMENTARY SCHOOL | Winchester, VA | $11K | 2023 |
| United Way Of Northern Shenandoah Valley - Valley Assistance NetworkADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $11K | 2023 |
| Fremont Street NurseryADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $9K | 2023 |
| Winchester Day Preschool & Child Care CenterADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $9K | 2023 |
| Sinclair Health ClinicADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $8K | 2023 |
| Henry And William Evans HomeADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $7K | 2023 |
| Congregational Community Action ProjectADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $6K | 2023 |
| Blue Ridge HospiceADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $6K | 2023 |
| The Laurel Center Intervention For Domestic & Sexual ViolenceADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $6K | 2023 |
| American Red CrossADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Washington, DC | $6K | 2023 |
| Dental Clinic Of Northern Shenandoah ValleyADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $5K | 2023 |
| Frederick County Public SchoolsTO PROVIDE ON-SITE TUTORING TO ELEMENTARY SCHOOL STUDENTS | Winchester, VA | $4K | 2023 |
| Kids Clubs Of Northern Shenandoah ValleyADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $4K | 2023 |
| Families Reaching Out GroupADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION. | Winchester, VA | $4K | 2023 |
| Winchester Area Temporary Transitional ShelterADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $3K | 2023 |
| Shenandoah Valley Discovery MuseumADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $3K | 2023 |
| Family Promise Northern Shenandoah ValleyADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $2K | 2023 |
| Youth Development CenterADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $1K | 2023 |
| United Way Of Northern Shenandoah ValleyADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $11K | 2022 |
| Winchester Day PreschoolADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $9K | 2022 |
| Dr Terry Sinclair Health ClinicADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $8K | 2022 |
| Evans Home For ChildrenADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $7K | 2022 |
| C-Cap Of WinchesterADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $6K | 2022 |
| The Laurel CenterADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $6K | 2022 |
| Blue Ridge Hospice IncADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $6K | 2022 |
| Bright Futures - FrederickwinchesterADVANCE THE MISSION OF THE CHARITABLE ORGANIZATION | Winchester, VA | $4K | 2022 |