Seniortrust of Florida Inc

Private foundation · Grantmaker Nashville, TN EIN: 62-1827399

Seniortrust of Florida Inc is a private foundation based in Nashville, Tennessee. Its 2021 filing is marked as a final return, indicating that the organization has terminated or is winding down; it appears to have wound down or stopped grantmaking.

Seniortrust of Florida Inc at a glance

In short: Seniortrust of Florida Inc gave $19.1M across 11 grants in 2021 (avg $1.7M), mostly in Tennessee. Source: 2021 IRS Form 990-PF.

Annual giving (2021)
$19,059,101
+133.6% vs 2020
Grants made (2021)
11
+37.5% vs 2020
Average grant
$1,732,646
+69.9% vs 2020
Median grant
$857,434
Primary geography
Tennessee (100% of itemized 2021 grant dollars)
Latest 990 filing
Form 990-PF, 2021 View filing

Data from IRS Form 990-PF, 2021; updated October 2026.

How to apply to Seniortrust of Florida Inc

Accepts unsolicited proposals
No
How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. This policy is from its final 2021 filing and is not presented as a current application process.

Contact

Mailing address: 555 Great Circle Road, Nashville, TN 37228
Phone: (615) 782-4292

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Seniortrust of Florida Inc funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2021

United Way of Greater Knoxville: $5.9MUnited Way of GreaterKnoxville$5.9MWest End Home Foundation: $5.3MWest End Home Foundation$5.3MInterfaith Dental Clinic: $2.8MInterfaith Dental Clinic$2.8MTN Alliance for Legal Services: $1.5MTN Alliance for Legal Services$1.5MHabitat for Humanity: $1.4MHabitat for Humanity$1.4MThe Memorial Foundation: $857KThe Memorial Foundation$857KSouthwest TN Development: $604KSouthwest TN Development$604KWestminster Home Connection: $312KWestminster Home Connection$312KCommunity Foundation: $250KCommunity Foundation$250KUniveristy of Tennessee: $80KUniveristy of Tennessee$80K

The largest 2021 recipient was United Way of Greater Knoxville ($5.9M). Together the top 10 received $19.0M.

Grant Size Distribution

19 grants across all recorded years

2<$50K3$50–100K1$100–250K2$250–500K2$500K–1M7$1–5M2$5M+

The most common grant size was in the $1–5M range: 7 grants of 19 (37%).

Geographic Focus

Where this funder awards grants

All grant dollars listed for 2021 went to recipients in Tennessee.

Grant Distribution by State

1state

Share of 2021 grant dollars across all 11 itemized grants.

States

Cities

NashvilleKnoxvilleJacksonJohnson CityMemphisHendersonville

How Seniortrust of Florida Inc gives

  • 64% of 2021 grantees were also funded in 2020. Method
  • In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$15M$20M8 grants2020 11 grants2021

From 2020 to 2021, annual grant giving ranged from $8.2M (2020) to $19.1M (2021). In 2021 it made 11 grants totaling $19.1M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
United Way of Greater Knoxville Knoxville, TNThe focus of this distribution was to further the charitable purposes of organization$5,905,217
West End Home Foundation Nashville, TNThe focus of this distribution was for the housing assistance for the specific population of the elderly in tn.$5,301,491
Interfaith Dental Clinic Nashville, TNThe focus of this distribution was for dental services for the specific population of the elderly in tn.$2,807,238
TN Alliance for Legal Services Nashville, TNThe focus of this distribution was for legal services for the specific population of the elderly in tn.$1,515,820
Habitat for Humanity Memphis, TNThe focus of this distribution was for the housing assistance for the specific population of the elderly in tn.$1,366,615
The Memorial Foundation Hendersonville, TNThe focus of this distribution was to further the charitable purposes of organization$857,434
Southwest TN Development Jackson, TNThe focus of this distribution was for the transportation assistance for the specific population of the elderly in tn.$603,902
Westminster Home Connection Nashville, TNThe focus of this distribution was for the housing assistance for the specific population of the elderly in tn.$312,129
Community Foundation Nashville, TNThe focus of this distribution was to further the charitable purposes of organization$250,000
Univeristy of Tennessee Knoxville, TNThe focus of this distribution was to evaluate and determine how the seniortrust grantees' program was performing.$79,531
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Financial History

Multi-year comparison from IRS filings

The 2020 figures include assets reported for that filing year; assets are not provided here for 2021.

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2021—$3,809$19,160,075$19,059,10111$19,101,983—$705,429
2020$19,156,266$130,483$8,256,515$8,158,1978—$72,757$1,141,326

Under IRS private-foundation payout rules, Seniortrust of Florida Inc reported a distributable amount of $705K for 2021 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2021 grants show support for housing, dental, legal, and transportation services for older adults in Tennessee, as well as charitable purposes and program evaluation.

Among the grantees described in their own words, Westminster Home Connection says its vision is for older adults and people with disabilities to age in place safely and with dignity, and that it makes home repairs and mobility modifications. Habitat for Humanity describes its purpose as creating decent, affordable housing for people in need. United Way of Greater Knoxville says it unites people and resources to strengthen communities and solve systemic issues.

Grantmaking

In 2021, the foundation made 11 grants totaling $19,059,101. Grant amounts ranged from $59,724 to $5,905,217, with a median grant of $857,434.

The largest 2021 grants included $5,905,217 to United Way of Greater Knoxville, $5,301,491 to West End Home Foundation, $2,807,238 to Interfaith Dental Clinic, $1,515,820 to TN Alliance for Legal Services, and $1,366,615 to Habitat for Humanity. The filing describes the West End Home Foundation and Habitat for Humanity grants as housing assistance for older adults in Tennessee, and the Interfaith Dental Clinic and TN Alliance for Legal Services grants as dental and legal services for older adults in Tennessee, respectively.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2021 filing lists Scott Mertie as trustee.

Seniortrust of Florida Inc is led by Scott Mertie, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2021 filing

  • Scott Mertie

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Seniortrust of Florida Inc

How much does Seniortrust of Florida Inc give each year?

Seniortrust of Florida Inc gave $19.1M across 11 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $8.2M across 8 grants.

What is Seniortrust of Florida Inc's typical grant size?

Seniortrust of Florida Inc's median grant in 2021 was $857,434, and its average grant was $1,732,646, across 11 grants on its 2021 IRS Form 990-PF.

Where does Seniortrust of Florida Inc give grants?

Seniortrust of Florida Inc gives mostly in Tennessee: 100% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Nashville, TN (5 grants) and Knoxville, TN (2 grants).

Does Seniortrust of Florida Inc give general operating support?

Not in 2021: none of the 11 grants with a stated purpose on Seniortrust of Florida Inc's 2021 IRS Form 990-PF were described as general or operating support.

Who are Seniortrust of Florida Inc's largest grantees?

Seniortrust of Florida Inc's largest 2021 grantees include United Way of Greater Knoxville ($5,905,217), West End Home Foundation ($5,301,491) and Interfaith Dental Clinic ($2,807,238), according to its 2021 IRS Form 990-PF. Together they received 74% of its itemized 2021 grant dollars.

What does Seniortrust of Florida Inc fund?

No mission statement for the foundation is provided. Its 2021 grants show support for housing, dental, legal, and transportation services for older adults in Tennessee, as well as charitable purposes and program evaluation. See mission & focus areas ↑

How do I apply for a grant from Seniortrust of Florida Inc?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

How much is Seniortrust of Florida Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Seniortrust of Florida Inc reported a distributable amount of $705K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Seniortrust of Florida Inc's EIN?

Seniortrust of Florida Inc's EIN (Employer Identification Number) is 62-1827399. IRS Form 990 filing data is available on this page for 2020–2021.

Does Seniortrust of Florida Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2021

Live grants for the work Seniortrust of Florida Inc funds

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Seniortrust of Florida Inc'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.

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