Oliver S & Jennie R Donaldson Charitable Trust
- Assets
- $35.8m
- Revenue
- $5.5m
- Investments
- $34.7m
- Employees
- 0
- Location
- Orlando, FL
- Founding
- 12/1970
- Data as of
- 12/2021
- EIN
- 04-6229044
Organization Overview
Oliver S & Jennie R Donaldson Charitable Trust is located in Orlando, FL. The organization was established in 1970. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oliver S & Jennie R Donaldson Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Oliver S & Jennie R Donaldson Charitable Trust generated $5.5m in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 15.6% each year . All expenses for the organization totaled $2.2m during the year ending 12/2021. While expenses have increased by 4.9% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Oliver S & Jennie R Donaldson Charitable Trust has awarded 162 individual grants totaling $6,304,311. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Truist Bank Co-Trustee | 1 | $150,329 | |
Hilton C Smith Jr Co-Trustee | 1 | $61,498 | |
Wilson Smith Co-Trustee | 1 | $23,388 | |
Margaret Smith Co-Trustee | 1 | $23,388 | |
Pamela A Curtis Co-Trustee | 1 | $14,721 | |
Robert Lawrence Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $714,373 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $4,782,310 |
| Capital Gain Net Income | $4,782,310 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$1,920 |
| Total Revenue | $5,494,763 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $273,324 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $95,050 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $6,735 |
| Total operating and administrative expenses | $426,031 |
| Contributions, gifts, grants paid | $1,776,035 |
| Total expenses and disbursements | $2,202,066 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $321 |
| Savings and temporary cash investments | $1,040,403 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $30,561,458 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $35,782,150 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Oliver S & Jennie R Donaldson Charitable Trust has awarded $1,776,035 in support to 44 organizations.
| Grant Recipient | Amount |
|---|---|
Atlanta, GA PURPOSE: RESEARCH CANCER SYNERGY FD | $346,866 |
COLD SPRING HARBOR LABORATORY PURPOSE: CANCER RESEARCH SEMINAR | $294,500 |
THE UNIVERSITY OF TEXAS MD ANDERSON PURPOSE: GENERAL OPERATING | $124,591 |
Memphis, TN PURPOSE: GENERAL OPERATING | $118,185 |
Fall River, MA PURPOSE: GENERAL OPERATING | $90,000 |
Charleston, SC PURPOSE: PROGRAM SUPPORT | $77,425 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Pentecost Foundation Bradenton, FL | $91,770,712 | $23,508,587 |
The Henry W Grady Health System Foundation Inc Atlanta, GA | $41,862,389 | $12,481,516 |
Micky And Madeleine Arison Family Foundation Coral Gables, FL | $232,510,515 | $23,555,348 |
Thomas W Smith Foundation Boca Raton, FL | $35,370,958 | $23,899,669 |
University Of Central Florida Research Foundation Inc Orlando, FL | $26,737,307 | $16,545,937 |
Wonderful Life Foundation West Palm Beach, FL | $22,652,179 | $19,424,572 |
Thompson-Hartford Foundation Inc Tampa, FL | $0 | $6,094,384 |
Harrell Family Charities Inc Lakeland, FL | $0 | $11,320,223 |
Audrey And Martin Gruss Foundation West Palm Beach, FL | $0 | $7,573,459 |
Phil J And Alice S Sheridan Foundation Inc Macon, GA | $17,357,251 | $6,663,970 |
St2 Foundation Inc Sunny Isles Beach, FL | $11,092,190 | $2,139,284 |
Davis Love Iii Foundation St Simons Island, GA | $5,238,841 | $10,992,325 |