Sarah W George Charitable Trust
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| LAKE CARES INC MOUNT DORA, FL | BUILDING PROJECT | $50,000 |
| STETSON UNVI SPRING HILL COMMUNITY DELAND, FL | ASSISTING SOCIAL SERVICES AGENCIES | $20,000 |
| HAND IN HAND LAKE COUNTY INC EUSTIS, FL | PROVIDE HOUSING | $20,000 |
| FORWARD PATHS FOUNDATION INC LEESBURG, FL | PROVIDE HOUSING AND NECESSITIES FOR HOMELESS YOUTH | $5,000 |
| LOVEXTENSION INC TAVARES, FL | FOOD DELIVERIES TO ELDERLY | $5,000 |
| SHEPHERD'S HOPE'S HEALTH CENTER WINTER GARDEN, FL | MEDICAL SERVICES TO UNINSURED | $5,000 |
| THE ARC SUNRISE OF CENTRAL FLORIDA LEESBURG, FL | FUNDS FOR MEDICAL ASSISTANCE PROGRAM | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRANK T GAYLORD | TRUSTEE | 10 | $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.
Explore Open Grants
Browse active grant opportunities in Sarah W George Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.