Sarah Houk Perpetual Trust U W
Sarah Houk Perpetual Trust U W is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $998K in total assets. In 2024, it awarded 2 grants totaling $40K. Net investment income was $61K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$998K
+1.0% YoY
Annual Giving
$40K
+12.3% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$20K
+12.3% YoY
Under IRS private-foundation payout rules, Sarah Houk Perpetual Trust U W reported a distributable amount of $57K for 2024 — the minimum it must pay out in qualifying distributions.
About Sarah Houk Perpetual Trust U W
Based on IRS filings
Sarah Houk Perpetual Trust U W is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $998K in total assets. In 2024, it awarded 2 grants totaling $40K. Net investment income was $61K.
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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 | $997,590 | $988,067 | $1,016,590 |
| Revenue | $70,470 | $28,385 | $26,587 |
| Expenses | $60,925 | $56,871 | $57,380 |
| Qualifying Distributions | $51,327 | $47,034 | $20,252 |
| Net Investment Income | $60,987 | $17,739 | $16,850 |
| Distributable Amount | $56,812 | $51,371 | $55,479 |
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
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Bible Society ($19,782), Presbyterian Church ($19,782).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN BIBLE SOCIETY PHILADELPHIA, PA | GENERAL OPERATING | $19,782 |
| PRESBYTERIAN CHURCH JEFFERSONVILLE, IN | GENERAL OPERATING | $19,782 |
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 | $18,526 |
Frequently Asked Questions
How large is Sarah Houk Perpetual Trust U W?
As of 2024, Sarah Houk Perpetual Trust U W holds $998K in total assets with $70K in annual revenue. It awarded 2 grants totaling $40K in 2024.
Where does Sarah Houk Perpetual Trust U W operate?
Sarah Houk Perpetual Trust U W has awarded grants in Indiana, Pennsylvania.
What size grants does Sarah Houk Perpetual Trust U W award?
In 2024, Sarah Houk Perpetual Trust U W awarded 2 grants totaling $40K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Sarah Houk Perpetual Trust U W required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sarah Houk Perpetual Trust U W reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sarah Houk Perpetual Trust U W's EIN?
Sarah Houk Perpetual Trust U W's EIN (Employer Identification Number) is 58-6201256. IRS Form 990 filing data is available on this page for 2022–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.