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Sara J Pendleton Charitable Trust is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 2022. The principal officer is Wells Fargo Bank Na Ttee. It holds total assets of $10M. Annual income is reported at $2M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Sara J Pendleton Charitable Trust has made 4 grants totaling $1.4M, with a median grant of $347K. Annual giving has grown from $301K in 2021 to $575K in 2023. Individual grants have ranged from $150K to $575K, with an average award of $355K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in South Carolina and Kentucky. Contributions to this foundation are tax-deductible.
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.
Sara J Pendleton Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in SC, KY.
Sara J Pendleton Charitable Trust has distributed a total of $1.4M across 4 grants. The median grant size is $347K, with an average of $355K. Individual grants have ranged from $150K to $575K.
Sara J Pendleton Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Sara J Pendleton Charitable Trust is headquartered in SAINT LOUIS, MO. While based in MO, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $105K | $0 | $105K |
Total Giving
$766K
Total Assets
$9.7M
Fair Market Value
$12.1M
Net Worth
$9.7M
Grants Paid
$575K
Contributions
$285K
Net Investment Income
$116K
Distribution Amount
$676K
Total: $5.9M
Total Grants
4
Total Giving
$1.4M
Average Grant
$355K
Median Grant
$347K
Unique Recipients
3
Most Common Grant
$150K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See AttachedSCHOLARSHIP | Taylors, SC | $575K | 2023 |
| University Of Louisville Foundation IncGENERAL OPERATING | Louisville, KY | $150K | 2021 |
| University Of Kentucky PhilanthropyGENERAL OPERATING | Lexington, KY | $150K | 2021 |