Sunrise Charitable Foundation Trust

BETHESDA, MD EIN: 52-6560157

Sunrise Charitable Foundation Trust is a private, non-operating 501(c)(3) foundation established in October 1992 and headquartered in Bethesda, Maryland. The organization operates as an independent charitable trust with no employees, providing direct contributions to qualified 501(c)(3) organizations.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$38.8M

-0.0% YoY

Annual Giving

$1.5M

-22.6% YoY

Grant Count

-15.0% YoY

Avg Grant Size

$90K

-9.0% YoY

Under IRS private-foundation payout rules, Sunrise Charitable Foundation Trust reported a distributable amount of $2.3M for 2024 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The foundation's primary program area is direct contributions to Section 501(c)(3) organizations. The foundation also manages excise tax overpayment funds as part of its grantmaking activities.

Grantmaking

The foundation provides direct contributions to 501(c)(3) organizations, with recent grants ranging from $200,000 to $300,000. Notable past grantees have included the Brookings Institute.

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Geographic Focus

Where this funder awards grants

The foundation operates nationally, supporting 501(c)(3) organizations across the United States.

Grant Distribution by State

District of Columbia $6.0M (53%)

California $2.1M (18%)

Massachusetts $2.0M (17%)

New York $470K (4%)

Virginia $335K (3%)

Connecticut $247K (2%)

Maryland $168K (1%)

Rhode Island $50K (0%)

States

California Connecticut District of Columbia Massachusetts Maryland New York Rhode Island Virginia

Cities

AmherstArlingtonBethesdaBostonLos AngelesMountain ViewNew HavenNew YorkNorth AdamsNorthamptonPasadenaPittsfieldProvidenceRockvilleSan FranciscoWashington

Financial History

Multi-year comparison from IRS filings

As of December 2024:

Total Assets: $38,772,448
Total Revenues: $1,627,501
Total Expenses: $1,628,444
Number of Employees: 0

As of December 2023:

Total Assets: $38.8M
Total Revenues: $7.99M
Total Expenses: $2.23M
Total Liabilities: $0

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$38,772,448	$38,773,391	$33,145,236
Revenue	$1,627,501	$7,991,234	$1,347,744
Expenses	$1,628,444	$2,229,329	$3,088,032
Qualifying Distributions	$1,531,560	$1,979,400	$2,954,070
Net Investment Income	$1,426,437	$7,677,538	$1,271,602
Distributable Amount	$2,288,876	$1,995,393	$2,153,711

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

107 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Smith College ($300,000), University of the People ($250,000), Brookings Institute ($200,000).

Recipient	Purpose	Amount
BROOKINGS INSTITUTE WASHINGTON, DC	PRESIDENT'S INITIATIVE, BROOKINGS METRO	$200,000
COLLEGIATE DIRECTIONS INC BETHESDA, MD	COLLEGE COUNSELING SERVICES	$10,000
FAIR OBSERVER MOUNTAIN VIEW, CA	GENERAL USE	$25,000
JEFFREY CROSIER UNIVERSITY OF MASSA AMHERST, MA	KAUFMAN-BAKER SCHOLARSHIP	$5,000
MAGNUM FOUNDATION NEW YORK, NY	GENERAL SUPPORT	$10,000
MCE SOCIAL CAPITAL SAN FRANCISCO, CA	GENERAL USE	$21,560
NEW FUTURES WASHINGTON, DC	GENERAL USE AND SCHOLARSHIPS	$60,000
PRO PUBLICA NEW YORK, NY	GENERAL USE	$75,000
PULITZER CENTER ON CRISIS REPORTING WASHINGTON, DC	GENERAL USE	$75,000
SMITH COLLEGE NORTHAMPTON, MA	GENERAL SCHOLARSHIP ENDOWMENT AND START UP GRANTS FUND, THE SMITH FUND	$300,000

Leadership & Key People

Leadership team and compensation from IRS filings

Antoine Van Agtmael is listed as associated with the foundation's contact information.

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ANTOINE VAN AGTMAEL	TRUSTEE	1	—
EMILY VAN AGTMAEL	TRUSTEE	0.5	—

Contact Information

Address: 7906 Springer Road, Bethesda, MD 20817-5547

Phone: 301-229-4078

EIN: 52-6560157

Frequently Asked Questions

What does Sunrise Charitable Foundation Trust fund?

The foundation's primary program area is direct contributions to Section 501(c)(3) organizations. The foundation also manages excise tax overpayment funds as part of its grantmaking activities.

How do I apply for a grant from Sunrise Charitable Foundation Trust?

**Recent Grant Activity (2024):** • Trustees of the Smith College: $300,000 (General Scholarship Endowment and Start Up Grants Fund) • University of the People (UoPeople): $250,000 (General Use) • Spark the Journey: $200,000 (Scholarships & Training Grants) • The foundation made 30 grants in its most recent fiscal year **Grant Characteristics:** The foundation provides direct contributions to 501(c)(3) organizations, with recent grants ranging from $200,000 to $300,000. Notable past grantees ha…

Where does Sunrise Charitable Foundation Trust make grants?

The foundation operates nationally, supporting 501(c)(3) organizations across the United States.

What size grants does Sunrise Charitable Foundation Trust award?

In 2024, Sunrise Charitable Foundation Trust awarded 17 grants totaling $1.5M — an average of about $90K per grant, based on its IRS Form 990 filings.

How much is Sunrise Charitable Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sunrise Charitable Foundation Trust reported a distributable amount of $2.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sunrise Charitable Foundation Trust's EIN?

Sunrise Charitable Foundation Trust's EIN (Employer Identification Number) is 52-6560157. IRS Form 990 filing data is available on this page for 2020–2024.