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 2020 through 2021. In 2021, it awarded 3 grants totaling $98K. Net investment income was $25K.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
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.
About Sarah S Vert Student Fund Tr Uw
Based on IRS filings
Sarah S Vert Student Fund Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2021. In 2021, it awarded 3 grants totaling $98K. Net investment income was $25K.
Ready to take the next step with Sarah S Vert Student Fund Tr Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | — | $57,155 |
| Revenue | $25,316 | $4,563 |
| Expenses | $103,390 | $2,508 |
| Qualifying Distributions | $102,156 | — |
| Net Investment Income | $24,821 | $4,104 |
| Distributable Amount | $23,883 | $3,593 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2021
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest include Plattsburgh City School District ($94,969), Culinary Institute of America ($1,500), Southern Connecticut ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| CULINARY INSTITUTE OF AMERICA HYDE PARK, NY | SCHOLARSHIP | $1,500 |
| SOUTHERN CONNECTICUT NEW HAVEN, CT | SCHOLARSHIP | $1,500 |
| PLATTSBURGH CITY SCHOOL DISTRICT PLATTSBURGH, NY | SCHOLARSHIPS | $94,969 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $743 |
Frequently Asked Questions
Where does Sarah S Vert Student Fund Tr Uw operate?
Sarah S Vert Student Fund Tr Uw has awarded grants in Connecticut, New York, Vermont.
What size grants does Sarah S Vert Student Fund Tr Uw award?
In 2021, Sarah S Vert Student Fund Tr Uw awarded 3 grants totaling $98K — an average of about $33K per grant, based on its IRS Form 990 filings.
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 2020–2021.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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