Pardee Sarah N Est Tr Pardee FD

Private foundation · Grantmaker Dallas, TX EIN: 06-6029233

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.

Pardee Sarah N Est Tr Pardee FD at a glance

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.

Annual giving (2025)
$466,497
-5.1% vs 2024
Grants made (2025)
15
+7.1% vs 2024
Average grant
$31,100
-11.5% vs 2024
Median grant
$20,964
Total assets
$9,191,577
+4.2% vs 2024
Primary geography
Connecticut (82% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to Pardee Sarah N Est Tr Pardee FD

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Pardee Sarah N Est Tr Pardee FD funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Hartford Hospital Jefferson House: $89KHartford Hospital JeffersonHouse$89KTrinity College: $73KTrinity College$73KVillage for Families & Children: $73KVillage for Families &Children$73KForeign Missionary Societyepiscopal Ch: $73KForeign MissionarySocietyepiscopal Ch$73KThe Church Home of Hartford: $21KThe Church Home of Hartford$21KSt John's Parish: $21KSt John's Parish$21KDonations & Bequests for Church Purposes: $21KDonations & Bequests forChurch Purposes$21KHartford Neighborhood Centers: $21KHartford Neighborhood Centers$21KBerkeley Divinity School: $21KBerkeley Divinity School$21KMission Society Diocese of CT: $16KMission Society Diocese of CT$16K

The largest 2025 recipient was Hartford Hospital Jefferson House ($89K). Together the top 10 received $430K.

Grant Size Distribution

71 grants across all recorded years

54<$50K16$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 54 grants of 71 (76%).

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

4states

Share of 2025 grant dollars across all 15 itemized grants.

Cities

HartfordBloomfieldMeridenNew HavenNew YorkNewingtonSt George IslandWethersfieldWest HartfordWest Hartfrd

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K1 grant2019 15 grants2020 14 grants2021 14 grants2022 14 grants2023 14 grants2024 15 grants2025

From 2019 to 2025, annual grant giving ranged from $265K (2023) to $570K (2022). In 2025 it made 15 grants totaling $466K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Hartford Hospital Jefferson House Newington, CTUnrestricted General$89,103
Trinity College Hartford, CTUnrestricted General$73,383
Village for Families & Children Hartford, CTUnrestricted General$73,383
Foreign Missionary Societyepiscopal Ch New York, NYUnrestricted General$73,383
The Church Home of Hartford Bloomfield, CTUnrestricted General$20,964
St John's Parish West Hartford, CTUnrestricted General$20,964
Donations & Bequests for Church Purposes Hartford, CTUnrestricted General$20,964
Hartford Neighborhood Centers Hartford, CTUnrestricted General$20,964
Berkeley Divinity School New Haven, CTUnrestricted General$20,964
Mission Society Diocese of CT Meriden, CTUnrestricted General$15,721
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$9,191,577$959,842$593,023$466,49715$508,214$885,423$508,116
2024$8,822,280$967,511$608,497$491,75614$529,331$889,160$482,213
2023$8,468,327$234,014$360,919$264,53614$298,625$152,101$434,577
2022$8,598,488$-145,788$705,686$569,62414$605,070$105,697$444,195
2021$9,449,964$1,934,699$460,489$349,53014$385,864$1,858,302$497,457
2020$7,966,058$597,443$547,436$447,74715—$538,835$423,461
2019$7,916,216$449,981$382,909$297,8931—$411,729$412,774

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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.

Other notable grants included $20,964 each to the Church Home of Hartford, St John’s Parish, Donations & Bequests for Church Purposes, Hartford Neighborhood Centers, and Berkeley Divinity School. The listed grant purposes were unrestricted general support. Hartford HealthCare at Home Inc received $5,243 in 2025.

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

Bank of America — Trustee: $99KBank of AmericaTrustee$99K

The highest reported compensation on the 2025 filing was $99K, to Bank of America (Trustee).

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. See mission & focus areas ↑

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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Pardee Sarah N Est Tr Pardee FD funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/pardee-sarah-n-est-tr-pardee-fd-morg_b4b29df93bfc40b7a2f8a5ee563754db

BibTeX
@misc{grantable_066029233_2026,
  author       = {{Grantable}},
  title        = {{Pardee Sarah N Est Tr Pardee FD funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/pardee-sarah-n-est-tr-pardee-fd-morg_b4b29df93bfc40b7a2f8a5ee563754db},
  note         = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Pardee Sarah N Est Tr Pardee FD's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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