S Orlando Somers Trust

KANSAS CITY, MO EIN: 48-6262499

S Orlando Somers Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KANSAS CITY, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $73K. Net investment income was $63K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-1.0% YoY

Annual Giving

$73K

+8.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$73K

+8.2% YoY

Under IRS private-foundation payout rules, S Orlando Somers Trust reported a distributable amount of $74K for 2024 — the minimum it must pay out in qualifying distributions.

About S Orlando Somers 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

Missouri $359K (100%)

States

Missouri

Cities

Kansas City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,310,791	$1,324,610	$1,368,802
Revenue	$77,113	$40,192	$63,270
Expenses	$91,158	$84,133	$105,169
Qualifying Distributions	$77,057	$71,270	$89,519
Net Investment Income	$63,012	$27,319	$50,970
Distributable Amount	$74,333	$68,483	$72,094

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Umkc School of Dentistry ($72,601).

Recipient	Purpose	Amount
UMKC SCHOOL OF DENTISTRY KANSAS CITY, MO	EDUCATIONAL	$72,601

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is S Orlando Somers Trust?

S Orlando Somers Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KANSAS CITY, MO. It holds $1.3M in total assets as of 2024.

How large is S Orlando Somers Trust?

As of 2024, S Orlando Somers Trust holds $1.3M in total assets with $77K in annual revenue. It awarded 1 grants totaling $73K in 2024.

Where does S Orlando Somers Trust operate?

S Orlando Somers Trust has awarded grants in Missouri.

What size grants does S Orlando Somers Trust award?

In 2024, S Orlando Somers Trust awarded 1 grants totaling $73K — an average of about $73K per grant, based on its IRS Form 990 filings.

How much is S Orlando Somers Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, S Orlando Somers Trust reported a distributable amount of $74K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.