Pardee Sarah N Est Tr Pardee FD
PARDEE SARAH N EST TR PARDEE FD is a private foundation based in Dallas, Texas. In 2025, it made 15 grants totaling $466,497 to charitable organizations.
Key facts about Pardee Sarah N Est Tr Pardee FD
In short: Pardee Sarah N Est Tr Pardee FD gave $466K across 15 grants in 2025 (avg $31K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 06-6029233
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $466,497
- Grants made (2025)
- 15
- Average grant
- $31,100
- Median grant
- $20,964
- Total assets
- $9,191,577
- Primary geography
- Connecticut (82% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$9.2M
+4.2% YoY
Annual Giving
$466K
-5.1% YoY
Grant Count
15
+7.1% YoY
Avg Grant Size
$31K
-11.5% YoY
Under IRS private-foundation payout rules, Pardee Sarah N Est Tr Pardee FD reported a distributable amount of $508K for 2025 — the minimum it must pay out in qualifying distributions.
How Pardee Sarah N Est Tr Pardee FD gives
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement is provided. Its 2025 grants included support for organizations in education, Episcopal and Anglican ministry, community services, and health care. For example, Trinity College describes its mission as providing excellence in liberal arts education, while Berkeley Divinity School says it prepares students for ordination or lay leadership in the Episcopal Church and Anglican Communion. Hartford Neighborhood Centers describes its work as providing educational, cultural, social, and recreational opportunities for Greater Hartford’s diverse ethnic populations. Hartford HealthCare at Home says it provides quality home health care, especially to indigent and medically underserved people.
Grantmaking
In 2025, the foundation made 15 grants totaling $466,497. Grant amounts ranged from $2,579 to $89,103, with a median of $20,964. The largest awards included $89,103 to Hartford Hospital Jefferson House, and $73,383 each to Trinity College, Village for Families & Children, and Foreign Missionary Society Episcopal Ch.
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Geographic Focus
Where this funder awards grants
In 2025, 82% of grant dollars went to recipients in Connecticut, 16% to recipients in New York, and 2% to recipients in Florida.
Grant Distribution by State
Share of all 15 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
71 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| HARTFORD HOSPITAL JEFFERSON HOUSE Newington, CT | UNRESTRICTED GENERAL | $89,103 |
| TRINITY COLLEGE Hartford, CT | UNRESTRICTED GENERAL | $73,383 |
| VILLAGE FOR FAMILIES & CHILDREN Hartford, CT | UNRESTRICTED GENERAL | $73,383 |
| FOREIGN MISSIONARY SOCIETYEPISCOPAL CH New York, NY | UNRESTRICTED GENERAL | $73,383 |
| THE CHURCH HOME OF HARTFORD Bloomfield, CT | UNRESTRICTED GENERAL | $20,964 |
| ST JOHN'S PARISH West Hartford, CT | UNRESTRICTED GENERAL | $20,964 |
| DONATIONS & BEQUESTS FOR CHURCH PURPOSES Hartford, CT | UNRESTRICTED GENERAL | $20,964 |
| HARTFORD NEIGHBORHOOD CENTERS Hartford, CT | UNRESTRICTED GENERAL | $20,964 |
| BERKELEY DIVINITY SCHOOL New Haven, CT | UNRESTRICTED GENERAL | $20,964 |
| MISSION SOCIETY DIOCESE OF CT Meriden, CT | UNRESTRICTED GENERAL | $15,721 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $9,191,577 | $959,842 | $593,023 | $466,497 | 15 |
| 2024 | $8,822,280 | $967,511 | $608,497 | $491,756 | 14 |
| 2023 | $8,468,327 | $234,014 | $360,919 | $264,536 | 14 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $9,191,577 | $8,822,280 | $8,468,327 |
| Revenue | $959,842 | $967,511 | $234,014 |
| Expenses | $593,023 | $608,497 | $360,919 |
| Qualifying Distributions | $508,214 | $529,331 | $298,625 |
| Net Investment Income | $885,423 | $889,160 | $152,101 |
| Distributable Amount | $508,116 | $482,213 | $434,577 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee.
Pardee Sarah N Est Tr Pardee FD's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$77K (2019) → $99K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Frequently asked questions about Pardee Sarah N Est Tr Pardee FD
How much does Pardee Sarah N Est Tr Pardee FD give each year?
Pardee Sarah N Est Tr Pardee FD gave $466K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $492K across 14 grants.
What is Pardee Sarah N Est Tr Pardee FD's typical grant size?
Pardee Sarah N Est Tr Pardee FD's median grant in 2025 was $20,964, and its average grant was $31,100, across 15 grants on its 2025 IRS Form 990-PF.
Where does Pardee Sarah N Est Tr Pardee FD give grants?
Pardee Sarah N Est Tr Pardee FD gives mostly in Connecticut: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (16%). The most frequent recipient cities were Hartford, CT (7 grants).
Does Pardee Sarah N Est Tr Pardee FD give general operating support?
Yes: 100% of Pardee Sarah N Est Tr Pardee FD's 2025 grants with a stated purpose (15 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Pardee Sarah N Est Tr Pardee FD's largest grantees?
Pardee Sarah N Est Tr Pardee FD's largest 2025 grantees include Hartford Hospital Jefferson House ($89,103), Trinity College ($73,383) and Village for Families & Children ($73,383), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is Pardee Sarah N Est Tr Pardee FD?
Pardee Sarah N Est Tr Pardee FD reported $9.2M in total assets on its 2025 IRS Form 990-PF. It paid out $508K in qualifying distributions that year, against a required minimum of $508K (roughly 5% of its investment assets).
What does Pardee Sarah N Est Tr Pardee FD fund?
No mission statement is provided. Its 2025 grants included support for organizations in education, Episcopal and Anglican ministry, community services, and health care. For example, Trinity College describes its mission as providing excellence in liberal arts education, while Berkeley Divinity School says it prepares students for ordination or lay leadership in the Episcopal Church and Anglican Communion. Hartford Neighborhood Centers describes its work as providing educational, cultural, socia…
How do I apply for a grant from Pardee Sarah N Est Tr Pardee FD?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Pardee Sarah N Est Tr Pardee FD's EIN?
Pardee Sarah N Est Tr Pardee FD's EIN (Employer Identification Number) is 06-6029233. IRS Form 990 filing data is available on this page for 2019–2025.
Does Pardee Sarah N Est Tr Pardee FD accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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