Rose Sachs Daniels-tes Tr
Rose Sachs Daniels-tes Tr is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $503K in total assets. In 2024, it awarded 2 grants totaling $20K. Net investment income was $29K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$503K
+0.7% YoY
Annual Giving
$20K
-5.1% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$10K
-5.1% YoY
About Rose Sachs Daniels-tes Tr
Based on IRS filings
Rose Sachs Daniels-tes Tr is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $503K in total assets. In 2024, it awarded 2 grants totaling $20K. Net investment income was $29K.
Ready to take the next step with Rose Sachs Daniels-tes Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $502,954 | $499,653 | $544,939 |
| Revenue | $34,932 | $-12,948 | $27,938 |
| Expenses | $31,808 | $32,347 | $36,520 |
| Qualifying Distributions | $26,421 | $27,211 | $28,947 |
| Net Investment Income | $29,346 | $7,097 | $22,440 |
| Distributable Amount | $28,480 | $26,160 | $27,373 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
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 | $10,585 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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