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Sarah N Pardee Estate Trust is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1936. The principal officer is Fleet Investment Services. It holds total assets of $8.8M. Annual income is reported at $2M. Total assets have grown from $6.7M in 2011 to $8.5M in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Connecticut. According to available records, Sarah N Pardee Estate Trust has made 43 grants totaling $1.4M, with a median grant of $19K. Annual giving has grown from $448K in 2020 to $570K in 2022. Individual grants have ranged from $4K to $109K, with an average award of $32K. The foundation has supported 25 unique organizations. Grants have been distributed to organizations in Connecticut and New York and Florida. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$20K
Average Grant
$30K
Largest Grant
$70K
Based on 15 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.
Sarah N Pardee Estate Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 43 grants. Its grantmaking reaches organizations primarily in CT, NY, FL.
Sarah N Pardee Estate Trust has distributed a total of $1.4M across 43 grants. The median grant size is $19K, with an average of $32K. Individual grants have ranged from $4K to $109K.
Sarah N Pardee Estate Trust typically selects its grantees rather than accepting unsolicited proposals.
Sarah N Pardee Estate Trust is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $85K | $0 | $85K |
Total Giving
$361K
Total Assets
$8.5M
Fair Market Value
$9.4M
Net Worth
$8.5M
Grants Paid
$265K
Contributions
N/A
Net Investment Income
$152K
Distribution Amount
$435K
Total Grants
43
Total Giving
$1.4M
Average Grant
$32K
Median Grant
$19K
Unique Recipients
25
Most Common Grant
$26K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hartford HospitalUNRESTRICTED GENERAL | Hartford, CT | $70K | 2020 |
| Hartford Hospital Jefferson HouseUNRESTRICTED GENERAL | Newington, CT | $109K | 2022 |
| Foreign Missionary Societyepiscopal ChUNRESTRICTED GENERAL | New York, NY | $90K | 2022 |
| Village For Families & ChildrenUNRESTRICTED GENERAL | Hartford, CT | $90K | 2022 |
| Trinity CollegeUNRESTRICTED GENERAL | Hartford, CT | $90K | 2022 |
| Hartford Neighborhood CentersUNRESTRICTED GENERAL | Hartford, CT | $26K | 2022 |
| The Church Home Of HartfordUNRESTRICTED GENERAL | Bloomfield, CT | $26K | 2022 |
| Donations & Bequests For Church PurposesUNRESTRICTED GENERAL | Hartford, CT | $26K | 2022 |
| Berkeley Divinity SchoolUNRESTRICTED GENERAL | New Haven, CT | $26K | 2022 |
| St John'S ParishUNRESTRICTED GENERAL | West Hartford, CT | $26K | 2022 |
| Missionary Society Diocese Of CtUNRESTRICTED GENERAL | Meriden, CT | $19K | 2022 |
| George Beach Home IncUNRESTRICTED GENERAL | St George Island, FL | $13K | 2022 |
| Shelter For Women Of HartfordUNRESTRICTED GENERAL | Hartford, CT | $13K | 2022 |
| Ttees For Receiving Donations For BishopUNRESTRICTED GENERAL | Hartford, CT | $13K | 2022 |
| Hartford Healthcare At HomeUNRESTRICTED GENERAL | Wethersfield, CT | $6K | 2022 |
| Foreign Missionary Society Ep ChUNRESTRICTED GENERAL | New York, NY | $55K | 2021 |
| Donations & Requests For Church PurposesUNRESTRICTED GENERAL | Hartford, CT | $16K | 2021 |
| Missionary Societydiocese Of ConnUNRESTRICTED GENERAL | Meriden, CT | $12K | 2021 |
| Ttees For Receiving Donations ForUNRESTRICTED GENERAL | Hartford, CT | $8K | 2021 |
| Treas Domforgn Misnry Soc Ep ChUNRESTRICTED GENERAL | New York, NY | $70K | 2020 |
| Donations & Beq For Church PurposesUNRESTRICTED GENERAL | Hartford, CT | $20K | 2020 |
| St Johns ParishUNRESTRICTED GENERAL | West Hartfrd, CT | $20K | 2020 |
| Hartford Hosp Jefferson HouseUNRESTRICTED GENERAL | Newington, CT | $19K | 2020 |
| Mission Socdiocese Of ConnUNRESTRICTED GENERAL | Meriden, CT | $15K | 2020 |
| Trustees For Receiving D Of TheUNRESTRICTED GENERAL | Hartford, CT | $10K | 2020 |