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 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 2 grants totaling $45K. Net investment income was $71K.
Sarah Houk Perpetual Trust U W at a glance
In short: Sarah Houk Perpetual Trust U W gave $45K across 2 grants in 2025 (avg $23K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $45,050
- +13.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $22,525
- +13.9% vs 2024
- Median grant
- $22,525
- Total assets
- $1,010,091
- +1.3% vs 2024
- Primary geography
- Pennsylvania (50% 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 Houk Perpetual Trust U W funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was American Bible Society ($23K). Together the top 2 received $45K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Sarah Houk Perpetual Trust U W gives
- Giving grew 350% from 2022 to 2025. Method
- In 2025 it paid out 94% 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 2022 to 2025, annual grant giving ranged from $10K (2022) to $45K (2025). In 2025 it made 2 grants totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Bible Society Philadelphia, PA | General Operating | $22,525 |
| Presbyterian Church Jeffersonville, IN | General Operating | $22,525 |
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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 | $1,010,091 | $79,671 | $66,978 | $45,050 | 2 | $56,431 | $70,562 | $59,762 |
| 2024 | $997,590 | $70,470 | $60,925 | $39,564 | 2 | $51,327 | $60,987 | $56,812 |
| 2023 | $988,067 | $28,385 | $56,871 | $35,228 | 2 | $47,034 | $17,739 | $51,371 |
| 2022 | $1,016,590 | $26,587 | $57,380 | $10,018 | 2 | $20,252 | $16,850 | $55,479 |
Under IRS private-foundation payout rules, Sarah Houk Perpetual Trust U W reported a distributable amount of $60K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sarah Houk Perpetual Trust U W's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2022
1 hr/week
$19K (2022) → $18K (2025)
Data from IRS Form 990 filings, 2022–2025. "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 $18K, to Truist Bank (Trustee).
Frequently asked questions about Sarah Houk Perpetual Trust U W
How much does Sarah Houk Perpetual Trust U W give each year?
Sarah Houk Perpetual Trust U W gave $45K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 2 grants.
How large is Sarah Houk Perpetual Trust U W?
Sarah Houk Perpetual Trust U W reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $56K in qualifying distributions that year, against a required minimum of $60K (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.
Where does Sarah Houk Perpetual Trust U W operate?
Sarah Houk Perpetual Trust U W has awarded grants in Indiana, Pennsylvania.
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 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2022–2025
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