Sertoma International Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $194K in total assets. In 2024, it awarded 1 grants totaling $9K. Net investment income was $17K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$194K
+3.3% YoY
Annual Giving
$9K
+26.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$9K
+26.7% YoY
Under IRS private-foundation payout rules, Sertoma International Trust reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.
About Sertoma International Trust
Based on IRS filings
Sertoma International Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $194K in total assets. In 2024, it awarded 1 grants totaling $9K. Net investment income was $17K.
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 | $194,076 | $187,808 | $192,566 |
| Revenue | $20,096 | $6,693 | $-4,817 |
| Expenses | $13,620 | $11,386 | $14,259 |
| Qualifying Distributions | $10,953 | $9,004 | $10,852 |
| Net Investment Income | $17,314 | $3,696 | $1,465 |
| Distributable Amount | $11,024 | $10,102 | $10,364 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sertoma International ($8,759).
| Recipient | Purpose | Amount |
|---|---|---|
| SERTOMA INTERNATIONAL KANSAS CITY, MO | UNRESTRICTED GENERAL | $8,759 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $2,548 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Sertoma International Trust?
Sertoma International Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $194K in total assets as of 2024.
How large is Sertoma International Trust?
As of 2024, Sertoma International Trust holds $194K in total assets with $20K in annual revenue. It awarded 1 grants totaling $9K in 2024.
Where does Sertoma International Trust operate?
Sertoma International Trust has awarded grants in Missouri.
What size grants does Sertoma International Trust award?
In 2024, Sertoma International Trust awarded 1 grants totaling $9K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Sertoma International Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sertoma International Trust reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sertoma International Trust's EIN?
Sertoma International Trust's EIN (Employer Identification Number) is 48-6289147. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Sertoma International 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.
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