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Also known as: CHARITABLE TRUST
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Arthur J And Esther A@Ohlsson Charitable Trust Created Uta is a private trust based in EUSTIS, FL. The foundation received its IRS ruling in 2016. The principal officer is Andre B Nacaxe. It holds total assets of $7.1M. Annual income is reported at $599K. The foundation is governed by 2 officers and trustees. The foundation operates in the area of human services. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. The foundation primarily funds organizations in Florida, New York and District of Columbia. According to available records, Arthur J And Esther A@Ohlsson Charitable Trust Created Uta has made 68 grants totaling $1.2M, with a median grant of $15K. Annual giving has decreased from $361K in 2021 to $228K in 2023. Grantmaking activity was highest in 2022 with $585K distributed across 34 grants. Individual grants have ranged from $8K to $28K, with an average award of $17K. The foundation has supported 28 unique organizations. The foundation primarily supports organizations in Florida, New York, District of Columbia, which account for 94% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$18K
Median Grant
$18K
Average Grant
$23K
Largest Grant
$30K
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.
Arthur J And Esther A@Ohlsson Charitable Trust Created Uta primarily funds organizations in the area of human services. Based on available records, the foundation has funded 68 grants. Its grantmaking reaches organizations primarily in FL, NY, DC.
Arthur J And Esther A@Ohlsson Charitable Trust Created Uta has distributed a total of $1.2M across 68 grants. The median grant size is $15K, with an average of $17K. Individual grants have ranged from $8K to $28K.
Arthur J And Esther A@Ohlsson Charitable Trust Created Uta typically selects its grantees rather than accepting unsolicited proposals.
Arthur J And Esther A@Ohlsson Charitable Trust Created Uta is headquartered in EUSTIS, FL. While based in FL, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| United Southern Bank Trust Dep | CO-TRUSTEE | $67K | $0 | $67K |
| H John Feldman | CO-TRUSTEE | $17K | $0 | $17K |
Total Giving
$328K
Total Assets
$7.1M
Fair Market Value
$8.7M
Net Worth
$7.1M
Grants Paid
$228K
Contributions
N/A
Net Investment Income
$271K
Distribution Amount
$411K
Total: $6.1M
Total Grants
68
Total Giving
$1.2M
Average Grant
$17K
Median Grant
$15K
Unique Recipients
28
Most Common Grant
$13K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Alzheimer Dementia Resource CenterDESIGNATED BENEFICIARY | Altamonte Springs, FL | $20K | 2023 |
| Adventhealth Waterman FoundationDESIGNATED BENEFICIARY | Tavares, FL | $20K | 2023 |
| Habitat For Humanity Of Lake-SumterDESIGNATED BENEFICIARY | The Villages, FL | $20K | 2023 |
| Humane Society Of Lake CountyDESIGNATED BENEFICIARY | Eustis, FL | $20K | 2023 |
| Lake Sumter State College Fdtn IncDESIGNATED BENEFICIARY | Leesburg, FL | $20K | 2023 |
| Parkinsons Disease FoundationDESIGNATED BENEFICIARY | Miami, FL | $20K | 2023 |
| The Salvation ArmyDESIGNATED BENEFICIARY | Leesburg, FL | $20K | 2023 |
| Florida Wildlife FederationDESIGNATED BENEFICIARY | Tallahassee, FL | $20K | 2023 |
| Paralyzed Veterans Of AmericaDESIGNATED BENEFICIARY | Washington, DC | $8K | 2023 |
| Best Friends Animal SocietyDESIGNATED BENEFICIARY | Knab, UT | $8K | 2023 |
| Diabetes Research Wellness FdtnDESIGNATED BENEFICIARY | Washington, DC | $8K | 2023 |
| American Society For The PreventionDESIGNATED BENEFICIARY | New York, NY | $8K | 2023 |
| Doctors Without Borders UsaDESIGNATED BENEFICIARY | New York, NY | $8K | 2023 |
| Guide Dog Foundation For The BlindDESIGNATED BENEFICIARY | Smithtown, NY | $8K | 2023 |
| Guiding Eyes For The BlindDESIGNATED BENEFICIARY | Yorktown Heights, NY | $8K | 2023 |
| Memorial Sloan Kettering Cancer CenDESIGNATED BENEFICIARY | Manhattan, NY | $8K | 2023 |
| North Shore Animal LeagueDESIGNATED BENEFICIARY | Port Washington, NY | $8K | 2023 |
| Alzheimer Resource Center IncDESIGNATED BENEFICIARY | Altamonte Springs, FL | $23K | 2022 |
| Florida Hospital Waterman FoundatioDESIGNATED BENEFICIARY | Tavares, FL | $23K | 2022 |