HAMILTON-FORBES RUTH A CHAR TA
https://N/A
$3.8M
Total Assets (2021)
$1.2M
Avg Yearly Giving (2020–2023)
$4.7M
Giving on File
(4 yrs)
(4 yrs)
20
Grants on File
$826K
Avg Grant Size
About
PER ARTICLE TWELFTH (B) (2) (B) - TWENTY (20) YEARS AFTER THE DATE OF THE DONOR'S DEATH, THE TRUSTEE SHALL DISTRIBUTE 1/2 OF THE MARKET VALUE TO THE NAMED CHARITABLE BENEFICIARIES LISTED IN PART XIV. THE DONOR'S DATE OF DEATH WAS 12/10/2001, SO THE 20-YEAR DISTRIBUTION MADE AT THE END OF 2021 WAS 1/2 OF THE MV AS OF 12/10/2021. THIS TRUST WILL TERMINATE AND ALL PROCEEDS WILL BE PAID OUT TO THE NAMED BENEFICIARIES AROUND 12/10/2031.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
4042374500
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $271K | $7.1M | $287K | 5 |
| 2021 | $4.1M | $3.8M | $1.4M | 5 |
| 2022 | $147K | $3.0M | $90K | 5 |
| 2023 | $131K | $3.3M | $141K | 5 |
Grant Size Distribution
Based on 20 grants on record
Minimum
$24K
25th Pctl
$29K
Median
$46K
Average
$234K
75th Pctl
$823K
Maximum
$838K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| TRUIST BANK FKA SUNTRUST BANK | TRUSTEE | $37K |
| TRUIST BANK | TRUSTEE | $20K |
Grants Awarded (20 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| PET ALLIANCE OF GREATER ORLANDO | ORLANDO, FL | $837,698 | GENERAL OPERATING | 2021 |
| CATHOLIC SOCIAL SERVICES | ORLANDO, FL | $823,097 | GENERAL OPERATING | 2021 |
| THE SALVATION ARMY | ORLANDO, FL | $823,097 | GENERAL OPERATING | 2021 |
| STETSON UNIVERSITY INC | DELAND, FL | $823,097 | GENERAL OPERATING | 2021 |
| ORLANDO UNION RESCUE MISSION | ORLANDO, FL | $823,097 | GENERAL OPERATING | 2021 |
| STETSON UNIVERSITY INC | DELAND, FL | $54,296 | GENERAL OPERATING | 2020 |
| THE SALVATION ARMY | ORLANDO, FL | $54,296 | GENERAL OPERATING | 2020 |
| PET ALLIANCE OF GREATER ORLANDO | ORLANDO, FL | $54,296 | GENERAL OPERATING | 2020 |
| ORLANDO UNION RESCUE MISSION | ORLANDO, FL | $54,296 | GENERAL OPERATING | 2020 |
| CATHOLIC SOCIAL SERVICES | ORLANDO, FL | $54,296 | GENERAL OPERATING | 2020 |
| THE SALVATION ARMY | ORLANDO, FL | $37,078 | GENERAL OPERATING | 2023 |
| CATHOLIC SOCIAL SERVICES | ORLANDO, FL | $29,427 | GENERAL OPERATING | 2022 |
| THE SALVATION ARMY | ORLANDO, FL | $29,427 | GENERAL OPERATING | 2022 |
| STETSON UNIVERSITY INC | DELAND, FL | $29,427 | GENERAL OPERATING | 2022 |
| PET ALLIANCE OF GREATER ORLANDO | ORLANDO, FL | $29,427 | GENERAL OPERATING | 2022 |
| ORLANDO UNION RESCUE MISSION | ORLANDO, FL | $29,427 | GENERAL OPERATING | 2022 |
| PET ALLIANCE OF GREATER ORLANDO | ORLANDO, FL | $23,504 | GENERAL OPERATING | 2023 |
| ORLANDO UNION RESCUE MISSION | ORLANDO, FL | $23,504 | GENERAL OPERATING | 2023 |
| CATHOLIC SOCIAL SERVICES | ORLANDO, FL | $23,504 | GENERAL OPERATING | 2023 |
| STETSON UNIVERSITY INC | DELAND, FL | $23,504 | GENERAL OPERATING | 2023 |