Sarah W George Charitable Trust
- Assets
- $1.0m
- Revenue
- $137.3k
- Investments
- $941.9k
- Employees
- 0
- Location
- Eustis, FL
- Founding
- 03/1998
- Data as of
- 12/2022
- EIN
- 59-6929360
Organization Overview
Sarah W George Charitable Trust is located in Eustis, FL. The organization was established in 1998. 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. Sarah W George 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 12/2022, Sarah W George Charitable Trust generated $137.3k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 6.5% each year. All expenses for the organization totaled $281.7k during the year ending 12/2022. While expenses have increased by 12.0% per year over the past 8 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 2015, Sarah W George Charitable Trust has awarded 54 individual grants totaling $580,800. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $132 |
| Dividends & Interest | $34,040 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $103,165 |
| Capital Gain Net Income | $103,165 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $137,337 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $70,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $410 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $79 |
| Printing and publications | $0 |
| Other expenses | $12 |
| Total operating and administrative expenses | $91,227 |
| Contributions, gifts, grants paid | $190,500 |
| Total expenses and disbursements | $281,727 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $888 |
| Savings and temporary cash investments | $100,376 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,043,158 |
| 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, Sarah W George Charitable Trust has awarded $190,500 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
STETSON UNIV SPRING HILL COMMUNITY PURPOSE: FACULTY-MENTORED SERVICE LEARNING | $17,500 |
LAKE CARES INC PURPOSE: FOOD DISTRIBUTION THROUGH PANTRYSOFT | $10,000 |
FORWARD PATHS FOUNDATION IN PURPOSE: HOMES TO INDEPENDENCE PROGRAM | $5,000 |
FREE CANES FOR VETERANS INC PURPOSE: CANES TO DISABLED VETERANS | $1,000 |
HAND IN HAND LAKE COUNTY INC PURPOSE: COUNSELING PROGRAMS AND HOUSING | $20,000 |
BAY STREET PLAYERS PURPOSE: ROOF REPLACEMENT | $7,000 |