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WASHINGTON, DC

The Quetzal Trust

Quick Facts

EIN
527140888
Location
WASHINGTON, DC
Category
Philanthropy & Grantmaking
Total Assets
$360.2M
Annual Income
$11.3M
IRS Ruling Year
2001
Organization Type
Trust
Principal Officer
% Peter Brown
Tax Deductibility
Contributions are deductible

About This Foundation

The Quetzal Trust is a private trust based in WASHINGTON, DC. The foundation received its IRS ruling in 2001. The principal officer is % Peter Brown. It holds total assets of $360.2M. Annual income is reported at $11.3M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.

View 990 Filings

Financial Overview

Total Giving

$21.1M

2023-4%

Total Assets

$372.9M

2023-2%

Fair Market Value

$468.3M

2023

Net Worth

$372.9M

2023

Grants Paid

$21M

2023

Contributions

$0

2023

Net Investment Income

$11.8M

2023

Distribution Amount

$21.7M

2023

Total Giving by Year

$2.2M
11
$3.6M
12
$7.1M
13
$9.1M
14
$12.7M
15
$23.1M
19
$15.3M
20
$23.8M
21
$22M
22
$21.1M
23

Asset Growth

$20.7M
11
$53.1M
12
$107.2M
13
$149M
14
$242.6M
15
$401.4M
19
$387.5M
20
$401.9M
21
$382.3M
22
$372.9M
23

Investment Portfolio (2023)

Total: $129.9M

Corporate Stock: $129.9M
Other Investments: $1.4M
Corporate Stock (99%)
Other Investments (1%)

Expense Breakdown (2023)

Grants Paid$21M
Accounting Fees$4K
Legal Fees$2K

Revenue Sources (2023)

Dividends
$11.8M
Capital Gains (Net)
$-80,021

Financial Details (2023)

Total Revenue
$11.7M
Total Expenses
$21.1M
Exempt Purpose Expenses
$21M
Required Distribution
$21.7M
Undistributed Income
$0
Total Liabilities
$1
Excise Tax
$163K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

Grantmaking Insights

Total Grants

4

Total Giving

$81.2M

Average Grant

$20.3M

Median Grant

$21.5M

Total Giving by Year

$15M (1 grants)
20
$23.2M (1 grants)
21
$22M (1 grants)
22
$21M (1 grants)
23

Grant Range

Min$15M
Max$23.2M
Median: $21.5M
Smallest grantLargest grant

Openness to New Grantees (2023)

0%

of 2023 grantees were first-time recipients

Geographic Distribution of Grants

AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
OH: $81.2M (4)
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
OH$81.2M (4)

Past Grantees

RecipientLocationAmountYear
Fidelity Charitable Giving FundCHARITABLE CONTRIBUTION-NO RESTRICTIONSCincinnati, OH$21M2023
Fidelity Charitable Giving FundCHARITABLE CONTRIBUTION-NO RESTRICTIONSCincinnati, OH$22M2022
Fidelity Charitable Giving FundCHARITABLE CONTRIBUTION-NO RESTRICTIONSCincinnati, OH$23.2M2021
Fidelity Charitable Giving FundCHARITABLE CONTRIBUTIONCincinnati, OH$15M2020

990-PF Filings

Tax PeriodReturn TypeView
2023-12990PFView Filing
2022-12990PFView Filing
2021-12990PFView Filing
2020-12990PFView Filing
2018-12990PFView Filing
2017-12990PFView Filing
2016-12990PFView Filing

Filings sourced from IRS e-file index. View all on ProPublica

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