Sarah W Rollins Charitable Trust Dated
Sarah W Rollins Charitable Trust Dated is a private foundation, based in Boston, MA. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $3.0M in total assets. In 2026, it made $7K in qualifying distributions. Net investment income was $434K.
Sarah W Rollins Charitable Trust Dated at a glance
- Total assets
- $2,979,910
- +15.7% vs 2025
- Revenue (2026)
- $468,892
- +16.7% vs 2025
- Qualifying distributions (2026)
- $7,353
- -95.3% vs 2025
- Expenses (2026)
- $64,124
- -68.4% vs 2025
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Sarah W Rollins Charitable Trust Dated funds
How this funder distributes its grants
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 28 grants of 29 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Sarah W Rollins Charitable Trust Dated gives
- Giving grew 21% from 2022 to 2025. Method
- In 2026 it paid out 4% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $124K (2022) to $180K (2023). In 2025 it made 6 grants totaling $150K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Plummer Youth Promise Salem, MA | General | $35,000 |
| Roca Chelsea, MA | General Operating | $35,000 |
| Young Man with a Plan Hyde Park, MA | General | $25,000 |
| Catie's Closet Inc Dracut, MA | General | $25,000 |
| Breakthrough Greater Boston Cambridge, MA | General | $20,000 |
| Milton Food Pantry Milton, WI | General | $10,000 |
Ready to take the next step with Sarah W Rollins Charitable Trust Dated?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,979,910 | $468,892 | $64,124 | — | — | $7,353 | $433,773 | $198,351 |
| 2025 | $2,575,183 | $401,890 | $202,929 | $150,000 | 6 | $156,505 | $358,258 | $183,529 |
| 2024 | $2,376,186 | $251,006 | $227,437 | $170,000 | 10 | $176,202 | $201,263 | $167,250 |
| 2023 | $2,414,593 | $258,990 | $229,269 | $180,000 | 6 | $187,452 | $217,588 | $163,679 |
| 2022 | $2,385,965 | $179,720 | $197,128 | $124,000 | 7 | $135,759 | $119,246 | $190,306 |
| 2021 | $2,405,029 | $242,841 | $222,799 | $167,000 | 7 | — | $201,147 | $167,377 |
Under IRS private-foundation payout rules, Sarah W Rollins Charitable Trust Dated reported a distributable amount of $198K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sarah W Rollins Charitable Trust Dated's 2026 filing lists 2 officers; all 2 officers listed in 2026 are compensated.
Officers on the 2026 filing
Lawrence Cohen Esq.
Co-Trustee
On filings since 2021
1 hr/week
$8K (2021) → $9K (2026)
Eastern Bank
Co-Trustee
On filings since 2025
1 hr/week
$8K (2025) → $9K (2026)
Former officers (1)
- Former: Cambridge Trust Company (2021–2024) — Co-Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $9K, to Eastern Bank (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Sarah W Rollins Charitable Trust Dated
How large is Sarah W Rollins Charitable Trust Dated?
Sarah W Rollins Charitable Trust Dated reported $3.0M in total assets on its 2026 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $198K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Sarah W Rollins Charitable Trust Dated operate?
Sarah W Rollins Charitable Trust Dated has awarded grants in Colorado, Illinois, Massachusetts, Wisconsin.
What is Sarah W Rollins Charitable Trust Dated's EIN?
Sarah W Rollins Charitable Trust Dated's EIN (Employer Identification Number) is 20-6798439. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 6, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Sarah W Rollins Charitable Trust Dated's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
James W Rollins Charitable Trust
Boston, MA
Assets
$1.2M
Grants
3
Total Given
$60K
Riley Mabel Louise Tr Uwill
Pittsburgh, PA
The foundation supports children and youth, education, human services, arts access, job training, foster care, affordable housing, and neighborhood revitalization. Its main grants to Massachusetts nonprofits serving Boston are typically $50,000–$100,000; its Greater Dudley small-grants fund generally awards $500–$5,000. Whether it accepts unsolicited requests is not stated.
Assets
$47.3M
Grants
69
Total Given
$3.7M
Someone Elses Child Inc
Marblehead, MA
Someone Elses Child Inc funds nonprofits creating educational, arts, economic-justice, career, and accessible opportunities for young people, with a focus on youth pathways from cradle to career. Grants range from $1,000 to $65,000 (median $20,000); first grants are typically $10,000–$15,000, and it supports organizations across the U.S. and internationally, with much of its recent funding in Massachusetts. It accepts unsolicited requests and does not require an invitation.
Assets
$6.2M
Grants
55
Total Given
$1.2M
Wellington Management Foundation
Boston, MA
The Wellington Management Foundation funds education programs for under-resourced youth, including academic improvement, college access and persistence, extended learning, and career readiness, in North American and Asia-Pacific communities where Wellington has offices. Recent annual grants typically ranged from $30,000 to $1.09 million, with many 2024 itemized grants between $60,000 and $200,000. It did not consider new organizations for Annual Grants in 2025; whether it accepts unsolicited requests is not stated.
Assets
$46.5M
Grants
75
Total Given
$4.9M
The Cabot Family Charitable Trust
Boston, MA
The Trust funds youth and community development, arts, education, environment, and health, with priority for programs that support young children. Its 2024 grants ranged from $5,000 to $50,000, with a median of $25,000, mainly supporting organizations in Boston and nearby communities, though it also funds organizations linked to Cabot family philanthropy. Its 2024 filing says it gives only to preselected organizations and does not accept unsolicited requests.
Assets
$55.8M
Grants
82
Total Given
$2.2M
Life Science Cares Inc
Cambridge, MA
Life Science Cares supports local nonprofits addressing poverty and inequality through basic needs, education, and opportunity, with a health-equity focus in Boston. Its 2024 grants ranged from $8,400 to $424,600, with a median of $50,000, and it operates in Boston, Philadelphia, San Diego, the San Francisco Bay Area, and New York. It uses a competitive selection process; whether it accepts unsolicited requests is not stated.
Assets
$12.0M
Grants
91
Total Given
$5.4M
More similar funders
More Funders in Massachusetts
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Sarah W Rollins Charitable Trust Dated's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Sarah W Rollins Charitable Trust Dated down — hundreds of funders to go?