The Aequilibris Trust
The Aequilibris Trust is a private foundation, based in SCOTTSDALE, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $57K in total assets. In 2024, it awarded 5 grants totaling $17K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$57K
-13.2% YoY
Annual Giving
$17K
-15.0% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$3K
+2.0% YoY
Under IRS private-foundation payout rules, The Aequilibris Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
About The Aequilibris Trust
Based on IRS filings
The Aequilibris Trust is a private foundation, based in SCOTTSDALE, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $57K in total assets. In 2024, it awarded 5 grants totaling $17K. Net investment income was $9K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $56,565 | $65,176 | $77,068 |
| Revenue | $8,503 | $8,225 | $7,531 |
| Expenses | $17,114 | $20,117 | $14,505 |
| Qualifying Distributions | $17,000 | $20,000 | $13,450 |
| Net Investment Income | $8,503 | $8,225 | $6,581 |
| Distributable Amount | $13,960 | $14,029 | $13,522 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Vail Health Foundation ($10,000), Betty Ford Alpine Gardens ($3,000), Fresh Start Women's Foundation ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| GLADNEY CENTER FOR ADOPTION FORT WORTH, TX | TO SUPPORT THE ORGANIZATION'S MISSION | $1,000 |
| HUMANE ANIMAL RESCUE AND TRAPPING TEAM PHOENIX, AZ | TO SUPPORT THE ORGANIZATION'S MISSION | $1,000 |
| VAIL HEALTH FOUNDATION VAIL, CO | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 |
| FRESH START WOMEN'S FOUNDATION PHOENIX, AZ | TO SUPPORT THE ORGANIZATION'S MISSION | $2,000 |
| BETTY FORD ALPINE GARDENS VAIL, CO | TO SUPPORT THE ORGANIZATION'S MISSION | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KENNETH W SLUTSKY | TRUSTEE | 1 | — |
| MICHAEL E WISE | DIRECTOR | — | — |
Frequently Asked Questions
How large is The Aequilibris Trust?
As of 2024, The Aequilibris Trust holds $57K in total assets with $9K in annual revenue. It awarded 5 grants totaling $17K in 2024.
Where does The Aequilibris Trust operate?
The Aequilibris Trust has awarded grants in Arizona, California, Colorado, Missouri, North Carolina, Tennessee, Texas.
What size grants does The Aequilibris Trust award?
In 2024, The Aequilibris Trust awarded 5 grants totaling $17K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Aequilibris Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Aequilibris Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Aequilibris Trust's EIN?
The Aequilibris Trust's EIN (Employer Identification Number) is 58-1818879. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Aequilibris 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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