Sunshine Society of N B Tr UA
Sunshine Society of N B Tr UA is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $111K in total assets. In 2025, it awarded 6 grants totaling $4K. Net investment income was $10K.
Sunshine Society of N B Tr UA at a glance
In short: Sunshine Society of N B Tr UA gave $4K across 6 grants in 2025 (avg $742), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,452
- -6.8% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $742
- -6.8% vs 2024
- Median grant
- $742
- Total assets
- $110,928
- +4.4% vs 2024
- Primary geography
- Connecticut (83% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Sunshine Society of N B Tr UA funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Girl Scouts of Connecticut Inc ($742). Together the top 6 received $4K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Sunshine Society of N B Tr UA gives
- Giving fell 23% from 2022 to 2025. Method
- In 2025 it paid out 87% 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 2019 to 2025, annual grant giving ranged from $4K (2023) to $6K (2022). In 2025 it made 6 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Girl Scouts of Connecticut Inc North Haven, CT | Unrestricted General | $742 |
| Erwin Home Mem Fund New Britain, CT | Unrestricted General | $742 |
| Boys and Girls Club of New Brita New Britain, CT | Unrestricted General | $742 |
| Klingberg Comprhsve Program Svcs New Britain, CT | Unrestricted General | $742 |
| Salvation Army West Nyack, NY | Unrestricted General | $742 |
| YWCA New Britain, CT | Unrestricted General | $742 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $110,928 | $11,968 | $7,324 | $4,452 | 6 | $5,455 | $10,286 | $6,282 |
| 2024 | $106,257 | $10,926 | $7,410 | $4,776 | 6 | $5,749 | $9,193 | $5,927 |
| 2023 | $102,845 | $3,409 | $6,167 | $3,780 | 6 | $4,680 | $1,584 | $5,457 |
| 2022 | $105,640 | $-2,497 | $8,671 | $5,754 | 6 | $6,651 | $637 | $5,599 |
| 2021 | $116,789 | $24,156 | $7,489 | $4,986 | 6 | $5,880 | $22,535 | $6,285 |
| 2020 | $99,998 | $8,384 | $6,822 | $4,440 | 6 | — | $6,914 | $5,386 |
| 2019 | $98,449 | $5,939 | $6,459 | $4,026 | 6 | — | $4,796 | $5,258 |
Under IRS private-foundation payout rules, Sunshine Society of N B Tr UA reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sunshine Society of N B Tr UA's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$986 (2019) → $1K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1K, to Bank of America (Trustee).
Frequently asked questions about Sunshine Society of N B Tr UA
How much does Sunshine Society of N B Tr UA give each year?
Sunshine Society of N B Tr UA gave $4K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 6 grants.
What is Sunshine Society of N B Tr UA's typical grant size?
Sunshine Society of N B Tr UA's median grant in 2025 was $742, and its average grant was $742, across 6 grants on its 2025 IRS Form 990-PF.
Where does Sunshine Society of N B Tr UA give grants?
Sunshine Society of N B Tr UA gives mostly in Connecticut: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (17%). The most frequent recipient cities were New Britain, CT (4 grants).
Does Sunshine Society of N B Tr UA give general operating support?
Yes: 100% of Sunshine Society of N B Tr UA's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Sunshine Society of N B Tr UA's largest grantees?
Sunshine Society of N B Tr UA's largest 2025 grantees include Girl Scouts of Connecticut Inc ($742), Erwin Home Mem Fund ($742) and Boys and Girls Club of New Brita ($742), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Sunshine Society of N B Tr UA?
Sunshine Society of N B Tr UA reported $111K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $6K (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.
What is Sunshine Society of N B Tr UA's EIN?
Sunshine Society of N B Tr UA's EIN (Employer Identification Number) is 13-7311983. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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