ORLANDO, FL

Sarah H Sutherland Charitable Trust Uw

Quick Facts

EIN: 566456377
Location: ORLANDO, FL
Phone: (804) 273-7445
Category: Philanthropy & Grantmaking
Total Assets: $4M
Annual Income: $1.2M
IRS Ruling Year: 1995
Organization Type: Non-Operating Foundation
Principal Officer: % Bb&T Trust
Tax Deductibility: Contributions are deductible

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About This Foundation

Sarah H Sutherland Charitable Trust Uw is a private trust based in ORLANDO, FL. The foundation received its IRS ruling in 1995. The principal officer is % Bb&T Trust. It holds total assets of $4M. Annual income is reported at $1.2M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Sarah H Sutherland Charitable Trust Uw has made 8 grants totaling $394K, with a median grant of $49K. The foundation has distributed between $185K and $209K annually from 2022 to 2023. Individual grants have ranged from $3K to $103K, with an average award of $49K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in North Carolina. Contributions to this foundation are tax-deductible.

Application Information

Preselected OnlyThis foundation typically selects grantees rather than accepting unsolicited proposals.

Frequently Asked Questions

What does Sarah H Sutherland Charitable Trust Uw fund?

Sarah H Sutherland Charitable Trust Uw primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in NC.

How much does Sarah H Sutherland Charitable Trust Uw give in grants?

Sarah H Sutherland Charitable Trust Uw has distributed a total of $394K across 8 grants. The median grant size is $49K, with an average of $49K. Individual grants have ranged from $3K to $103K.

How do I apply for a grant from Sarah H Sutherland Charitable Trust Uw?

Sarah H Sutherland Charitable Trust Uw typically selects its grantees rather than accepting unsolicited proposals.

Where is Sarah H Sutherland Charitable Trust Uw located?

Sarah H Sutherland Charitable Trust Uw is headquartered in ORLANDO, FL.

990 Tax Filings

Year	Return Type	PDF
2023	990PF	View
2022	990PF	View
2021	990PF	View
2020	990PF

Research This Foundation

GuideStar / Candid ProPublica Nonprofit Explorer IRS Tax Exempt Status

Financial Overview

Total Giving

$244K

2023-6%

Total Assets

$3.9M

2023-3%

Fair Market Value

$4.3M

2023

Net Worth

$3.9M

2023

Grants Paid

$185K

2023

Contributions

$2K

2023

Net Investment Income

$108K

2023

Distribution Amount

$201K

2023

Total Giving by Year

Asset Growth

Revenue Over Time

Liabilities Over Time

Investment Portfolio (2023)

Total: $1.1M

Corporate Bonds (28%)

Other Investments (72%)

Expense Breakdown (2023)

Revenue Sources (2023)

Dividends: $98K
Capital Gains (Net): $28K
Interest: $2K
Contributions: $2K

Financial Details (2023)

Total Revenue: $131K
Total Expenses: $244K
Exempt Purpose Expenses: $208K
Required Distribution: $201K
Undistributed Income: $178K
Total Liabilities: $1
Excise Tax: $2K

Foundation Classification (2023)

Operating FoundationNo

Grants to IndividualsNo

Non-Charity GrantsNo

Lobbying ActivityNo

Excess Business HoldingsNo

Grantmaking Insights

Total Grants

Total Giving

$394K

Average Grant

$49K

Median Grant

$49K

Unique Recipients

Most Common Grant

$3K

Grant Disbursements by Year

Grant Range

Min$3K

Max$103K

Median: $49K

Smallest grantLargest grant

Openness to New Grantees (2023)

of 2023 grantees were first-time recipients

Grant Size Distribution

Geographic Distribution of Grants

NC$394K (8)

Past Grantees

Recipient	Location	Amount	Year
Belmont Abbey CollegeCHARITABLE	Belmont, NC	$91K	2023
Catholic Diocese Of CharlotteCHARITABLE	Charlotte, NC	$46K	2023
Catholic Diocese Of RaleighCHARITABLE	Raleigh, NC	$46K	2023
Parish Council Of The SacredCHARITABLE	Hamlet, NC	$3K	2023