Sarah S Vert Student Fund Tr Uw
Sarah S Vert Student Fund Tr Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2021. In 2021, it awarded 3 grants totaling $98K. Net investment income was $25K.
Key facts about Sarah S Vert Student Fund Tr Uw
In short: Sarah S Vert Student Fund Tr Uw gave $98K across 3 grants in 2021 (avg $33K), mostly in New York. Source: 2021 IRS Form 990-PF.
- EIN
- 14-6014136
- Latest 990 filing
- Form 990-PF, 2021
- Annual giving (2021)
- $97,969
- Grants made (2021)
- 3
- Average grant
- $32,656
- Median grant
- $1,500
- Primary geography
- New York (98% of itemized 2021 grant dollars)
Data from IRS Form 990-PF, 2021; updated September 2026.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$98K
+7737.5% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$33K
+5125.0% YoY
Under IRS private-foundation payout rules, Sarah S Vert Student Fund Tr Uw reported a distributable amount of $24K for 2021 — the minimum it must pay out in qualifying distributions.
How Sarah S Vert Student Fund Tr Uw gives
- In 2021 it paid out 428% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2021, annual grant giving ranged from $1K (2020) to $98K (2021). In 2021 it made 3 grants totaling $98K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2021
The largest 2021 recipient was Plattsburgh City School District ($95K). Together the top 2 received $96K.
Organizations only. It also paid 1 individual scholarship ($1,500), which are not listed by name.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 8 grants of 9 (89%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Plattsburgh City School District Plattsburgh, NY | Scholarships | $94,969 |
| Culinary Institute of America Hyde Park, NY | Scholarship | $1,500 |
| 1 individual scholarship Recipients not named | — | $1,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 | 2019 |
|---|---|---|---|
| Total Assets | — | $57,155 | $54,582 |
| Revenue | $25,316 | $4,563 | $3,162 |
| Expenses | $103,390 | $2,508 | $2,519 |
| Qualifying Distributions | $102,156 | — | — |
| Net Investment Income | $24,821 | $4,104 | $2,925 |
| Distributable Amount | $23,883 | $3,593 | $3,369 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 31, 2022)
- IRS filings on file for fiscal years 2020–2021
Leadership & Key People
Officers and directors from IRS filings
Sarah S Vert Student Fund Tr Uw's only listed officer is Bank Of America, Trustee on the 2021 filing (compensated).
Officers on the 2021 filing
Bank Of America
Trustee
New on the 2021 filing
1 hr/week
$743 (2021)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
The highest reported compensation on the 2021 filing was $743, to Bank of America (Trustee).
Frequently asked questions about Sarah S Vert Student Fund Tr Uw
How much does Sarah S Vert Student Fund Tr Uw give each year?
Sarah S Vert Student Fund Tr Uw gave $98K across 3 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $1K across 2 grants.
What is Sarah S Vert Student Fund Tr Uw's typical grant size?
Sarah S Vert Student Fund Tr Uw's median grant in 2021 was $1,500, and its average grant was $32,656, across 3 grants on its 2021 IRS Form 990-PF.
Where does Sarah S Vert Student Fund Tr Uw give grants?
Sarah S Vert Student Fund Tr Uw gives mostly in New York: 98% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there.
Does Sarah S Vert Student Fund Tr Uw give general operating support?
Not in 2021: none of the 3 grants with a stated purpose on Sarah S Vert Student Fund Tr Uw's 2021 IRS Form 990-PF were described as general or operating support.
How much is Sarah S Vert Student Fund Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Sarah S Vert Student Fund Tr Uw reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sarah S Vert Student Fund Tr Uw's EIN?
Sarah S Vert Student Fund Tr Uw's EIN (Employer Identification Number) is 14-6014136. IRS Form 990 filing data is available on this page for 2019–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Sarah S Vert Student Fund Tr Uw by hand.
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