Private foundation
L R OATES TR UW FLORIDA NATIONAL BANK AT LAKELAND TR DEPT 113 S
SAINT LOUIS, MOEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
SAINT LOUIS, MOEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $30,420 | $36,961 | $28,983 | $525,666 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 7% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| MIAMI-DADE COMMUNITY COLLEGEMIAMI, FL | SCHOLARSHIP | $2,777 | 2019 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | 1 | $10,287 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $525,666 |
| FY2024 | 990-PF | $18,627 | $26,481 | $19,150 | $532,252 | $532,252 |
| FY2023 | 990-PF | $10,971 | $43,268 | $35,527 | $535,238 | $535,238 |
| FY2022 | 990-PF | $53,099 | $45,164 | $35,902 | $567,113 | $567,113 |
| FY2021 | 990-PF | $56,698 | $57,036 | $48,604 | $567,844 | $567,844 |
| FY2020 | 990-PF | $50,804 | $55,687 | $45,785 | $559,766 | $559,766 |
| FY2019 | 990-PF | $55,635 | $37,699 | $30,150 | $541,627 | $541,627 |
| FY2017 | 990-PF | $48,484 | $39,777 | $31,559 | $541,985 | $541,985 |
| SCHOLARSHIP |
| $2,777 |
| 2019 |
| SOUTHEASTERN UNV FBO REESE HUGHESLAKELAND, FL | SCHOLARSHIP | $2,500 | 2023 |
| SARA COLLINS CO UNION UNIVERSITYJACKSON, TN | SCHOLARSHIP | $2,500 | 2022 |
| K'DAJAH WILLIAMS CO TEXAS A&M UNIVKILLEN, TX | SCHOLARSHIP | $2,500 | 2022 |
| VALDOSTA STATE UNIV FBO EMMALEIGHVALDOSTA, GA | SCHOLARSHIP | $2,500 | 2023 |
| RILEIGH ROBERT CO FLORIDA STATE UNIVTALLAHASSEE, FL | SCHOLARSHIP | $2,500 | 2022 |
| CLEMSON UNIV FBO ELLASON KNOUSECLEMSON, SC | SCHOLARSHIP | $2,500 | 2023 |
| FLORIDA STATE COLLEGE OF JACKSONVILLEJACKSONVILLE, FL | SCHOLARSHIP | $2,500 | 2023 |
| GENSIS YOSHIOKA CO UNIV OF WEST FLORIDAPENSACOLA, FL | SCHOLARSHIP | $2,500 | 2022 |
| ELIJAH GARDINER CO UNIV OF FLORIDAGAINESVILLE, FL | SCHOLARSHIP | $2,500 | 2022 |
| THE CITADEL FBO NOAH WILLIAMSCHARLESTON, SC | SCHOLARSHIP | $2,500 | 2023 |
| UNIV OF FLORIDA FBO KINSEY SMITHGAINESVILLE, FL | SCHOLARSHIP | $2,500 | 2023 |
| FLORIDA STATE UNIV FBO ELIJAH GARDINERTALLAHASSEE, FL | SCHOLARSHIP | $2,500 | 2023 |
| VICTOR CUCCIA CO FLORIDA STATE COLLEGEJACKSONVILLE, FL | SCHOLARSHIP | $2,500 | 2022 |
| TITUS BURGNER CO PALM BEACH ATLANTICWEST PALM BEACH, FL | SCHOLARSHIP | $2,500 | 2022 |
| KARIS CUCIA CO UNIV OF NORTH FLORIDAJACKSONVILLE, FL | SCHOLARSHIP | $2,500 | 2022 |
| LUZ RODRIGUEZ CO WILSON COLLEGECHAMBERSBURG, PA | SCHOLARSHIP | $2,500 | 2022 |
| FLORIDA STATE UNIV FBO RILEIGH ROBERTTALLAHASSEE, FL | SCHOLARSHIP | $2,500 | 2023 |
| UNIV OF NORTH FL FBO KARIS CUCCIAJACKSONVILLE, FL | SCHOLARSHIP | $2,500 | 2023 |
| UNIV OF CENTRAL FL FBO WILLIAM COTNEYORLANDO, FL | SCHOLARSHIP | $2,500 | 2023 |
| NOAH WILLIAMS CO THE CITADELCHARLESTON, SC | SCHOLARSHIP | $2,500 | 2022 |
| ANDREW STOWE CO EMBRY RIDDLEDAYTONA BEACH, FL | SCHOLARSHIP | $2,500 | 2022 |
| UNION UNIVERSITY FBO SARA COLLINSJACKSON, TN | SCHOLARSHIP | $2,500 | 2023 |
| UNIV OF NORTH FLORIDA FBO SLAYTON TAPPJACKSONVILLE, FL | SCHOLARSHIP | $2,500 | 2023 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending May 31, 2024IRS bulk XML
Filing id 202442819349100714
Form 990-PF · FY2023 · period ending May 31, 2023
Filing id 202312829349100101
Form 990-PF · FY2022 · period ending May 31, 2022
Filing id 202232839349101118
Form 990-PF · FY2021 · period ending May 31, 2021
Filing id 202200949349100335
Form 990-PF · FY2020 · period ending May 31, 2020
Filing id 202032819349100508
Form 990-PF · FY2019 · period ending May 31, 2019
Filing id 201902779349100610
Form 990-PF · FY2017 · period ending May 31, 2017
Filing id 201742839349100504
Form 990-PF · FY2016 · period ending May 31, 2016
Filing id 201602579349100605
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.