Catherine S Connolly Trust

Foundation · Grantmaker ORLANDO, FL EIN: 20-6092884

Catherine S Connolly Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $200K in total assets. In 2024, it awarded 3 grants totaling $9K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$200K

-1.3% YoY

Annual Giving

$9K

-6.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-6.8% YoY

Under IRS private-foundation payout rules, Catherine S Connolly Trust reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About Catherine S Connolly Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $17K (33%)

Illinois $17K (33%)

Virginia $17K (33%)

States

District of Columbia Illinois Virginia

Cities

AlexandriaChicagoWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$200,485	$203,042	$213,267
Revenue	$9,870	$1,980	$8,355
Expenses	$12,436	$12,162	$13,790
Qualifying Distributions	$11,441	$10,888	$11,926
Net Investment Income	$8,859	$3,973	$6,971
Distributable Amount	$10,775	$10,234	$10,992

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Alzheimer's Disease and Related ($2,990), Negative Population Growth Inc ($2,990), World Wild Life Fund ($2,990).

Recipient	Purpose	Amount
ALZHEIMER'S DISEASE AND RELATED CHICAGO, IL	GENERAL OPERATING	$2,990
NEGATIVE POPULATION GROWTH INC ALEXANDRIA, VA	GENERAL OPERATING	$2,990
WORLD WILD LIFE FUND WASHINGTON, DC	GENERAL OPERATING	$2,990

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$1,941

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Catherine S Connolly Trust?

Catherine S Connolly Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $200K in total assets as of 2024.

How large is Catherine S Connolly Trust?

As of 2024, Catherine S Connolly Trust holds $200K in total assets with $10K in annual revenue. It awarded 3 grants totaling $9K in 2024.

Where does Catherine S Connolly Trust operate?

Catherine S Connolly Trust has awarded grants in District of Columbia, Illinois, Virginia.

What size grants does Catherine S Connolly Trust award?

In 2024, Catherine S Connolly Trust awarded 3 grants totaling $9K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Catherine S Connolly Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Catherine S Connolly Trust reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.