Sarah W George Charitable Trust
Sarah W George Charitable Trust is a private foundation, based in Eustis, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $936K in total assets. In 2025, it awarded 5 grants totaling $125K. Net investment income was $15K.
Key facts about Sarah W George Charitable Trust
In short: Sarah W George Charitable Trust gave $125K across 5 grants in 2025 (avg $25K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 59-6929360
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $125,000
- Grants made (2025)
- 5
- Average grant
- $25,000
- Median grant
- $25,000
- Total assets
- $936,111
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$936K
-13.4% YoY
Annual Giving
$125K
+15.7% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$25K
+62.0% YoY
Under IRS private-foundation payout rules, Sarah W George Charitable Trust reported a distributable amount of $144K for 2025 — the minimum it must pay out in qualifying distributions.
How Sarah W George Charitable Trust gives
- Giving fell 34% from 2022 to 2025. Method
- In 2025 it paid out 104% 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 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2021) to $191K (2022). In 2025 it made 5 grants totaling $125K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Lake Care Inc ($50K). Together the top 5 received $125K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 28 grants of 32 (88%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lake Care Inc Mount Dora, FL | Building Project | $50,000 |
| Hand in Hand Lake County Inc Eustis, FL | In-House Program for Addiction Suffers | $25,000 |
| Lovextension Inc Tavares, FL | Food, Medical Supply Deliveries to Elderly | $25,000 |
| Stetson Unvi Spring Hill Community Deland, FL | Assisting Social Services Angencies | $20,000 |
| Forward Paths Foundation Inc Leesburg, FL | Provide Housing Homeless Youth | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $936,111 | $1,081,282 | $1,073,098 |
| Revenue | $39,538 | $168,305 | $207,512 |
| Expenses | $149,197 | $195,166 | $177,572 |
| Qualifying Distributions | $149,197 | $195,166 | $177,572 |
| Net Investment Income | $15,341 | $81,139 | $130,940 |
| Distributable Amount | $143,780 | $144,741 | $123,308 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- 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 May 6, 2024)
Leadership & Key People
Officers and directors from IRS filings
Sarah W George Charitable Trust is led by Frank T. Gaylord, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Frank T. Gaylord
Trustee
On filings since 2019
10 hrs/week
$31K (2019) → $0 (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 2024 IRS filing
The highest reported compensation on the 2024 filing was $63K, to Frank T Gaylord (Trustee).
Frequently asked questions about Sarah W George Charitable Trust
How much does Sarah W George Charitable Trust give each year?
Sarah W George Charitable Trust gave $125K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $108K across 7 grants.
What is Sarah W George Charitable Trust's typical grant size?
Sarah W George Charitable Trust's median grant in 2025 was $25,000, and its average grant was $25,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does Sarah W George Charitable Trust give grants?
Sarah W George Charitable Trust gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Sarah W George Charitable Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Sarah W George Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Sarah W George Charitable Trust's largest grantees?
Sarah W George Charitable Trust's largest 2025 grantees include Lake Care Inc ($50,000), Hand in Hand Lake County Inc ($25,000) and Lovextension Inc ($25,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is Sarah W George Charitable Trust?
Sarah W George Charitable Trust reported $936K in total assets on its 2025 IRS Form 990-PF. It paid out $149K in qualifying distributions that year, against a required minimum of $144K (roughly 5% of its investment assets).
What is Sarah W George Charitable Trust's EIN?
Sarah W George Charitable Trust's EIN (Employer Identification Number) is 59-6929360. 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.
Here's the math on researching Sarah W George Charitable Trust by hand.
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