//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
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. Total assets have grown from $29.4M in 2011 to $35.8M in 2024. The foundation is governed by 10 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2024. The foundation primarily funds organizations in Massachusetts, South Carolina and Rhode Island. 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.
Smallest Grant
$2K
Median Grant
$15K
Average Grant
$41K
Largest Grant
$588K
Based on 37 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.
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 |
| Stephen Lirakis | CO-TRUSTEE | $0 | $0 | N/A |
| Priscilla Lawrence | CO-TRUSTEE | $0 | $0 | N/A |
| Allen Mast | OFFICER | $0 | $0 | N/A |
| Mark Lawrence | CO-TRUSTEE | $0 | $0 | N/A |
| Susan Lirakis | CO-TRUSTEE | $0 | $0 | N/A |
| Christopher Lirakis | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$35.8M
Fair Market Value
N/A
Net Worth
$35.8M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
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 | $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 |
| Pancreatic Cancer Action Network IncEARLY DETECTION AND | Manhattan Beach, CA | $75K | 2023 |
| Western Health ConnectPETALUMA VALLEY HOSPITAL | Petaluma, 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 |
| Lucys Love Bus Charitable TrustGENERAL OPERATING | Amesbury, MA | $10K | 2023 |
| Westport Land Conservation TrustWLCT DESTINATION PROPERTY | Westport, MA | $10K | 2023 |
| The Coral Reef AllianceSAVING CORAL REEFS OF | San Francisco, CA | $10K | 2023 |
| Los Angeles ConservancyGENERAL OPERATING | Los Angeles, CA | $10K | 2023 |
| Massachusetts Audubon SocietyPROTECTING GRASSLAND & | Lincoln, MA | $10K | 2023 |
| Concord Community Music SchoolMUSIC INSTRUCTION AND | Concord, NH | $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 |
| Clouds Hill Victorian House MuseumINSTALL REPLACEMENT | Warwick, RI | $5K | 2023 |
| Lowcountry Land Trust IncSUSTAINABLE AGRICULTURE ON | Charleston, SC | $5K | 2023 |
| International Yacht Restoration SchoolTHE IYRS SCHOLARSHIP FUND | Newport, RI | $5K | 2023 |
| Dogwood Animal Rescue Project IncSPAY AND NEUTER INITIATIVE | Santa Rosa, CA | $5K | 2023 |
| The Herreshoff Marine MuseumLECTURE SERICES & ARTIFACT | Bristol, RI | $5K | 2023 |
| Virginia Thurston Healing Garden IncGENERAL OPERATING | Harvard, MA | $5K | 2023 |
| Phoenix Stone FoundationMEAL DELIVERIES TO ONCOLOGY | Kyle, TX | $5K | 2023 |
| World Affairs Council Of CharlestonACADEMIC WORLDQUEST | Charleston, SC | $5K | 2023 |
| Reach Out And ReadGENERAL OPERATING | Boston, MA | $5K | 2023 |
| Awakening Recovery IncGENERAL OPERATING | Los Angeles, CA | $5K | 2023 |
| The Redwood Library And AthenaemRIGHTSIZING OF CIRCULATING | Newport, RI | $5K | 2023 |