Sarah Bennett Charitable Trust
Sarah Bennett Charitable Trust is a private foundation, based in Pennington, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 5 grants totaling $65K. Net investment income was $241K.
Sarah Bennett Charitable Trust at a glance
In short: Sarah Bennett Charitable Trust gave $65K across 5 grants in 2025 (avg $13K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $64,915
- +10.8% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $12,983
- +10.8% vs 2024
- Median grant
- $13,956
- Total assets
- $1,462,066
- +12.8% vs 2024
- Primary geography
- Illinois (72% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Sarah Bennett Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was St Mary Church ($16K). Together the top 5 received $65K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Sarah Bennett Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $47K (2019) to $65K (2025). In 2025 it made 5 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Mary Church Huntley, IL | Unrestricted General | $16,230 |
| Our Lady of Africa Parish Chicago, IL | Unrestricted General | $16,230 |
| Jewish United Fund of Chicago Chicago, IL | Unrestricted General | $13,956 |
| Jewish Social Service Agency Rockville, MD | Unrestricted General | $13,956 |
| American Technion New York, NY | Unrestricted General | $4,543 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,462,066 | $254,159 | $88,721 | $64,915 | 5 | $73,612 | $241,037 | $83,756 |
| 2024 | $1,296,242 | $108,154 | $83,621 | $58,604 | 5 | $73,417 | $97,477 | $79,725 |
| 2023 | $1,272,231 | $63,005 | $85,537 | $59,015 | 5 | $73,774 | $51,888 | $73,362 |
| 2022 | $1,294,717 | $125,928 | $91,662 | $62,441 | 5 | $77,813 | $115,293 | $74,386 |
| 2021 | $1,260,551 | $185,761 | $84,672 | $53,765 | 4 | $71,405 | $174,307 | $80,081 |
| 2020 | $1,159,680 | $127,966 | $78,630 | $50,607 | 5 | — | $117,314 | $69,094 |
| 2019 | $1,109,882 | $82,489 | $71,418 | $46,812 | 5 | — | $72,377 | $65,148 |
Under IRS private-foundation payout rules, Sarah Bennett Charitable Trust reported a distributable amount of $84K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sarah Bennett Charitable Trust's only listed officer is Bank Of America N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2019
2 hrs/week
$22K (2019) → $22K (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
The highest reported compensation on the 2025 filing was $22K, to Bank of America N a (Trustee).
Frequently asked questions about Sarah Bennett Charitable Trust
How much does Sarah Bennett Charitable Trust give each year?
Sarah Bennett Charitable Trust gave $65K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $59K across 5 grants.
What is Sarah Bennett Charitable Trust's typical grant size?
Sarah Bennett Charitable Trust's median grant in 2025 was $13,956, and its average grant was $12,983, across 5 grants on its 2025 IRS Form 990-PF.
Where does Sarah Bennett Charitable Trust give grants?
Sarah Bennett Charitable Trust gives mostly in Illinois: 72% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Maryland (21%) and New York (7%). The most frequent recipient cities were Chicago, IL (2 grants).
Does Sarah Bennett Charitable Trust give general operating support?
Yes: 100% of Sarah Bennett Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Sarah Bennett Charitable Trust's largest grantees?
Sarah Bennett Charitable Trust's largest 2025 grantees include St Mary Church ($16,230), Our Lady of Africa Parish ($16,230) and Jewish United Fund of Chicago ($13,956), according to its 2025 IRS Form 990-PF. Together they received 72% of its itemized 2025 grant dollars.
How large is Sarah Bennett Charitable Trust?
Sarah Bennett Charitable Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $74K in qualifying distributions that year, against a required minimum of $84K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Sarah Bennett Charitable Trust's EIN?
Sarah Bennett Charitable Trust's EIN (Employer Identification Number) is 22-6932861. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 30, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Sarah Bennett Charitable Trust funds
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