Sarah W George Charitable Trust

EUSTIS, FL EIN: 59-6929360

Sarah W George Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EUSTIS, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 7 grants totaling $108K. Net investment income was $81K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+0.8% YoY

Annual Giving

$108K

+6.9% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$15K

+6.9% YoY

Under IRS private-foundation payout rules, Sarah W George Charitable Trust reported a distributable amount of $145K for 2024 — the minimum it must pay out in qualifying distributions.

About Sarah W George Charitable Trust

Based on IRS filings

Sarah W George Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EUSTIS, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 7 grants totaling $108K. Net investment income was $81K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

DelandEustisLeesburgMiamiMount DoraMt DoraTavaresUmatillaWinter Garden

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$77K$155K$232K$310K20202021202220232024
Metric202420232022
Total Assets$1,081,282$1,073,098$1,043,158
Revenue$168,305$207,512$137,337
Expenses$195,166$177,572$281,727
Qualifying Distributions$195,166$177,572$281,727
Net Investment Income$81,139$130,940$46,110
Distributable Amount$144,741$123,308$128,287

Giving Over Time

Total grant dollars and number of grants per year

$0$48K$95K$143K$191K10 grants20201 grants202112 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

LAKE CARES INC$50KSTETSON UNVI SPRING HILL…$20KHAND IN HAND LAKE COUNTY…$20KFORWARD PATHS FOUNDATION…$5KLOVEXTENSION INC$5KSHEPHERD'S HOPE'S HEALTH…$5KTHE ARC SUNRISE OF CENTR…$3K

Grant Size Distribution

37 grants across all recorded years

34<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lake Cares Inc ($50,000), Stetson Unvi Spring Hill Community ($20,000), Hand in Hand Lake County Inc ($20,000).

RecipientPurposeAmount
LAKE CARES INC MOUNT DORA, FLBUILDING PROJECT$50,000
STETSON UNVI SPRING HILL COMMUNITY DELAND, FLASSISTING SOCIAL SERVICES AGENCIES$20,000
HAND IN HAND LAKE COUNTY INC EUSTIS, FLPROVIDE HOUSING$20,000
FORWARD PATHS FOUNDATION INC LEESBURG, FLPROVIDE HOUSING AND NECESSITIES FOR HOMELESS YOUTH$5,000
LOVEXTENSION INC TAVARES, FLFOOD DELIVERIES TO ELDERLY$5,000
SHEPHERD'S HOPE'S HEALTH CENTER WINTER GARDEN, FLMEDICAL SERVICES TO UNINSURED$5,000
THE ARC SUNRISE OF CENTRAL FLORIDA LEESBURG, FLFUNDS FOR MEDICAL ASSISTANCE PROGRAM$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

FRANK T GAYLORDTRUSTEE$63K

From 2024 filing

NameTitleHoursCompensation
FRANK T GAYLORDTRUSTEE10$63,400

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Sarah W George Charitable Trust?

Sarah W George Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EUSTIS, FL. It holds $1.1M in total assets as of 2024.

How large is Sarah W George Charitable Trust?

As of 2024, Sarah W George Charitable Trust holds $1.1M in total assets with $168K in annual revenue. It awarded 7 grants totaling $108K in 2024.

Where does Sarah W George Charitable Trust operate?

Sarah W George Charitable Trust has awarded grants in Florida.

What size grants does Sarah W George Charitable Trust award?

In 2024, Sarah W George Charitable Trust awarded 7 grants totaling $108K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Sarah W George Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sarah W George Charitable Trust reported a distributable amount of $145K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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