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The Aequilibris Trust is a private trust based in SCOTTSDALE, AZ. The foundation received its IRS ruling in 1989. The principal officer is T P Terrell. It holds total assets of $49K. Annual income is reported at $41K. Total assets have decreased from $101K in 2011 to $65K in 2023. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2023. The foundation primarily funds organizations in Colorado and Arizona. According to available records, The Aequilibris Trust has made 15 grants totaling $52K, with a median grant of $1K. Annual giving has grown from $10K in 2020 to $25K in 2022. Individual grants have ranged from $300 to $10K, with an average award of $3K. The foundation has supported 10 unique organizations. The foundation primarily supports organizations in Colorado, California, Arizona, which account for 73% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$1K
Average Grant
$3K
Largest Grant
$10K
Based on 4 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.
The Aequilibris Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 15 grants. Its grantmaking reaches organizations primarily in CO, CA, AZ.
The Aequilibris Trust has distributed a total of $52K across 15 grants. The median grant size is $1K, with an average of $3K. Individual grants have ranged from $300 to $10K.
The Aequilibris Trust typically selects its grantees rather than accepting unsolicited proposals.
The Aequilibris Trust is headquartered in SCOTTSDALE, AZ. While based in AZ, the foundation distributes grants to organizations across 7 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Michael E Wise | DIRECTOR | $0 | $0 | N/A |
| Kenneth W Slutsky | TRUSTEE | $0 | $0 | N/A |
Total Giving
$20K
Total Assets
$65K
Fair Market Value
$280K
Net Worth
$65K
Grants Paid
$20K
Contributions
N/A
Net Investment Income
$8K
Distribution Amount
$14K
Total: $44K
Total Grants
15
Total Giving
$52K
Average Grant
$3K
Median Grant
$1K
Unique Recipients
10
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Vail Health FoundationTO SUPPORT THE ORGANIZATION'S MISSION | Vail, CO | $10K | 2022 |
| Ua FoundationTO SUPPORT THE ORGANIZATION'S MISSION | Tucson, AZ | $1K | 2022 |
| The First TeeTO SUPPORT THE ORGANIZATION'S MISSION | Denver, CO | $1K | 2022 |
| Craig Hospital FoundationTO SUPPORT THE ORGANIZATION'S MISSION | Englewood, CO | $500 | 2022 |
| California Community FoundationTO SUPPORT THE ORGANIZATION'S MISSION | Los Angeles, CA | $5K | 2021 |
| The Gladney Center For AdoptionTO SUPPORT THE ORGANIZATION'S MISSION | Fort Worth, TX | $1K | 2021 |
| St Jude Children'S HospitalTO SUPPORT THE ORGANIZATION'S MISSION | Memphis, TN | $500 | 2021 |
| Swim Across AmericaTO SUPPORT THE ORGANIZATION'S MISSION | Charlotte, NC | $500 | 2021 |
| Global VolunteersTO SUPPORT THE ORGANIZATION'S MISSION | Saint Paul, MO | $300 | 2021 |
| Providence Saint Johns Health CenteUNRESTRICTED | Santa Monica, CA | $10K | 2020 |