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Oliver S & Jennie R Donaldson Charitable Trust is a private trust based in ORLANDO, FL. The foundation received its IRS ruling in 1970. The principal officer is % Bank Of America. It holds total assets of $35.8M. Annual income is reported at $24.3M. According to available records, Oliver S & Jennie R Donaldson Charitable Trust has made 116 grants totaling $5.7M, with a median grant of $21K. Annual giving has decreased from $3.9M in 2022 to $1.8M in 2023. Individual grants have ranged from $5K to $363K, with an average award of $49K. The foundation has supported 50 unique organizations. The foundation primarily supports organizations in Massachusetts, New York, South Carolina, which account for 50% of all grants. Grantmaking reaches organizations across 13 states. Contributions to this foundation are tax-deductible.
Oliver S & Jennie R Donaldson Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 116 grants. Its grantmaking reaches organizations primarily in MA, NY, SC.
Oliver S & Jennie R Donaldson Charitable Trust has distributed a total of $5.7M across 116 grants. The median grant size is $21K, with an average of $49K. Individual grants have ranged from $5K to $363K.
Oliver S & Jennie R Donaldson Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Oliver S & Jennie R Donaldson Charitable Trust is headquartered in ORLANDO, FL. While based in FL, the foundation distributes grants to organizations across 13 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Truist Bank | CO-TRUSTEE | $156K | $0 | $156K |
| Hilton C Smith Jr | CO-TRUSTEE | $53K | $0 | $53K |
| Wilson Smith | CO-TRUSTEE | $26K | $0 | $26K |
| Margaret Smith | CO-TRUSTEE | $26K | $0 | $26K |
| Priscilla Lawrence | CO-TRUSTEE | $0 | $0 | $0 |
Total Giving
$2.1M
Total Assets
$33.6M
Fair Market Value
$40.4M
Net Worth
$33.6M
Grants Paid
$1.8M
Contributions
$0
Net Investment Income
$601K
Distribution Amount
$1.9M
Total: $3M
Total Grants
116
Total Giving
$5.7M
Average Grant
$49K
Median Grant
$21K
Unique Recipients
50
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Putnam Hospital CenterDA VINCI XI UPGRADE PROJECT | Carmel, NY | $80K | 2023 |
| Cold Spring Harbor LaboratoryCANCER FIBROBLAST RESEARCH | Cold Spg Hbr, NY | $297K | 2023 |
| Dana-Farber Cancer InstitutePROMISE STUDY CLOSING THE | Boston, MA | $195K | 2023 |
| The Medical University Of Sc FdnCAR-T-CELL THERAPY FOR | Charleston, SC | $150K | 2023 |
| College Of Charleston FoundationGENERAL OPERATING | Charleston, SC |
| Allen Mast |
| OFFICER |
| $0 |
| $0 |
| $0 |
| Susan Lirakis | CO-TRUSTEE | $0 | $0 | $0 |
| Christopher Lirakis | CO-TRUSTEE | $0 | $0 | $0 |
| Stephen Lirakis | CO-TRUSTEE | $0 | $0 | $0 |
| Mark Lawrence | CO-TRUSTEE | $0 | $0 | $0 |
| 2018 | 990PF | View |
| $128K |
| 2023 |
| St Jude Children'S Research HospitalCANCER RESEARCH | Memphis, TN | $120K | 2023 |
| Father Bill'S & Mainspring FbmsWRAPAROUND SUPPORT SERVICES | Brockton, MA | $99K | 2023 |
| Dunstable Rural Land TrustMCLOON FARM RESTORATION AND | Dunstable, MA | $90K | 2023 |
| Western Health ConnectPETALUMA VALLEY HOSPITAL | Petaluma, CA | $75K | 2023 |
| Pancreatic Cancer Action Network IncEARLY DETECTION AND | Manhattan Beach, CA | $75K | 2023 |
| Greater Fall River Re-CreationROOF REPAIR-COMMUNITY & | Fall River, MA | $60K | 2023 |
| Greater Lewes FoundationTHE OPEN SPACE ALLIANCE | Lewes, DE | $50K | 2023 |
| Woonasquatucket Valley CommunityHISTORIC STUDIO BUILDING | Providence, RI | $35K | 2023 |
| St Stephens Episcopal SchoolNEW SCIENCE FACILITY | Austin, TX | $30K | 2023 |
| Spoleto Festival UsaJAZZ SERIES | Charleston, SC | $30K | 2023 |
| South Carolina AquariumDOLPHIN FEEDING AND LITTER | Charleston, SC | $27K | 2023 |
| Natural Resources Defense CouncilFREIGHT TRANSPORTATION | New York, NY | $25K | 2023 |
| Charleston Jazz AcademyJAZZ ACADEMY EDUCATION AND | North Charleston, SC | $25K | 2023 |
| Multiple Myeloma Research FoundationHORIZON ADAPTIVE PLATFORM | Norwalk, CT | $25K | 2023 |
| FabnewportGENERAL OPERATING | Newport, RI | $22K | 2023 |
| Phoenix Society IncEMPOWERING BURN SURVIVORS | Grand Rapids, MI | $20K | 2023 |
| Northeast Wilderness TrustSLAVIC WILDERNESS PRESERVE | Montpelier, VT | $16K | 2023 |
| Tibetan Nuns ProjectRETREAT CENTER AT SHUGSEP | Seattle, WA | $16K | 2023 |
| St Johns United Methodist ChurchPOLLINATOR HABITAT | Austin, TX | $13K | 2023 |
| The Coral Reef AllianceSAVING CORAL REEFS OF | San Francisco, CA | $10K | 2023 |
| Massachusetts Audubon SocietyPROTECTING GRASSLAND & | Lincoln, MA | $10K | 2023 |
| Lucys Love Bus Charitable TrustGENERAL OPERATING | Amesbury, MA | $10K | 2023 |
| Concord Community Music SchoolMUSIC INSTRUCTION AND | Concord, NH | $10K | 2023 |
| Westport Land Conservation TrustWLCT DESTINATION PROPERTY | Westport, MA | $10K | 2023 |
| Los Angeles ConservancyGENERAL OPERATING | Los Angeles, CA | $10K | 2023 |
| The Girl'S School Of AustinCOMMUNITY SCHOLARS FUND | Austin, TX | $9K | 2023 |
| American Veterinary Medical HistoryVETERINARY STUDENT HISTORY | Ithaca, NY | $8K | 2023 |
| Western Sonoma County Historical SocietyWEBSITE FOR LUTHER BURBANK | Sebastopol, CA | $6K | 2023 |
| World Affairs Council Of CharlestonACADEMIC WORLDQUEST | Charleston, SC | $5K | 2023 |
| The Herreshoff Marine MuseumLECTURE SERICES & ARTIFACT | Bristol, RI | $5K | 2023 |
| Dogwood Animal Rescue Project IncSPAY AND NEUTER INITIATIVE | Santa Rosa, CA | $5K | 2023 |
| Lowcountry Land Trust IncSUSTAINABLE AGRICULTURE ON | Charleston, SC | $5K | 2023 |
| Clouds Hill Victorian House MuseumINSTALL REPLACEMENT | Warwick, RI | $5K | 2023 |
| Phoenix Stone FoundationMEAL DELIVERIES TO ONCOLOGY | Kyle, TX | $5K | 2023 |
| Reach Out And ReadGENERAL OPERATING | Boston, MA | $5K | 2023 |
| International Yacht Restoration SchoolTHE IYRS SCHOLARSHIP FUND | Newport, RI | $5K | 2023 |
| Virginia Thurston Healing Garden IncGENERAL OPERATING | Harvard, MA | $5K | 2023 |
| The Redwood Library And AthenaemRIGHTSIZING OF CIRCULATING | Newport, RI | $5K | 2023 |
| Awakening Recovery IncGENERAL OPERATING | Los Angeles, CA | $5K | 2023 |
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