Seniortrust of Florida Inc

NASHVILLE, TN EIN: 62-1827399

Seniortrust of Florida Inc is a private foundation focused on Health, based in NASHVILLE, TN. IRS filing data is available from 2020 through 2021. In 2021, it awarded 11 grants totaling $19.1M.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$19.1M

+133.6% YoY

Grant Count

11

+37.5% YoY

Avg Grant Size

$1.7M

+69.9% YoY

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.

About Seniortrust of Florida Inc

Based on IRS filings

Seniortrust of Florida Inc is a private foundation focused on Health, based in NASHVILLE, TN. IRS filing data is available from 2020 through 2021. In 2021, it awarded 11 grants totaling $19.1M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

HendersonvilleJacksonJohnson CityKnoxvilleMemphisNashville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$11M$16M$21M20202021
Metric20212020
Total Assets$19,156,266
Revenue$3,809$130,483
Expenses$19,160,075$8,256,515
Qualifying Distributions$19,101,983
Net Investment Income$72,757
Distributable Amount$705,429$1,141,326

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$14M$19M8 grants202011 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2021

UNITED WAY OF GREATER KN…$5.9MWEST END HOME FOUNDATION$5.3MINTERFAITH DENTAL CLINIC$2.8MTN ALLIANCE FOR LEGAL SE…$1.5MHABITAT FOR HUMANITY$1.4MTHE MEMORIAL FOUNDATION$857KSOUTHWEST TN DEVELOPMENT$604KWESTMINSTER HOME CONNECT…$312KCOMMUNITY FOUNDATION$250KUNIVERISTY OF TENNESSEE$80K

Grant Size Distribution

19 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include United Way of Greater Knoxville ($5,905,217), West End Home Foundation ($5,301,491), Interfaith Dental Clinic ($2,807,238).

RecipientPurposeAmount
COMMUNITY FOUNDATION NASHVILLE, TNTHE FOCUS OF THIS DISTRIBUTION WAS TO FURTHER THE CHARITABLE PURPOSES OF ORGANIZATION$250,000
EAST TENNESSEE STATE UNIVERISTY JOHNSON CITY, TNTHE FOCUS OF THIS DISTRIBUTION WAS TO EVALUATE AND DETERMINE HOW THE SENIORTRUST GRANTEES' PROGRAM WAS PERFORMING.$59,724
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
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
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
THE MEMORIAL FOUNDATION HENDERSONVILLE, TNTHE FOCUS OF THIS DISTRIBUTION WAS TO FURTHER THE CHARITABLE PURPOSES OF ORGANIZATION$857,434
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
UNITED WAY OF GREATER KNOXVILLE KNOXVILLE, TNTHE FOCUS OF THIS DISTRIBUTION WAS TO FURTHER THE CHARITABLE PURPOSES OF ORGANIZATION$5,905,217
UNIVERISTY OF TENNESSEE KNOXVILLE, TNTHE FOCUS OF THIS DISTRIBUTION WAS TO EVALUATE AND DETERMINE HOW THE SENIORTRUST GRANTEES' PROGRAM WAS PERFORMING.$79,531
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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

NameTitleHoursCompensation
SCOTT MERTIETRUSTEE5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Seniortrust of Florida Inc?

Seniortrust of Florida Inc is a private foundation focused on Health, based in NASHVILLE, TN. It holds — in total assets as of 2021.

Where does Seniortrust of Florida Inc operate?

Seniortrust of Florida Inc has awarded grants in Tennessee.

What size grants does Seniortrust of Florida Inc award?

In 2021, Seniortrust of Florida Inc awarded 11 grants totaling $19.1M — an average of about $1.7M per grant, based on its IRS Form 990 filings.

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.

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

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