The D L Charitable Trust

SARASOTA, FL EIN: 20-5321479

The D L Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 1 grants totaling $100K. Net investment income was $567K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.4M

+9.4% YoY

Annual Giving

$100K

-38.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$100K

-38.4% YoY

Under IRS private-foundation payout rules, The D L Charitable Trust reported a distributable amount of $282K for 2024 — the minimum it must pay out in qualifying distributions.

About The D L Charitable Trust

Based on IRS filings

The D L Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 1 grants totaling $100K. Net investment income was $567K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

LakelandMariannaSarasota

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$326K$652K$977K$1M20202021202220232024
Metric202420232022
Total Assets$5,362,102$4,899,336$4,858,412
Revenue$583,782$220,892$1,184,715
Expenses$121,016$179,966$29,717
Qualifying Distributions$100,000$162,282$15,000
Net Investment Income$567,396$201,073$147,854
Distributable Amount$282,296$249,084$190,008

Giving Over Time

Total grant dollars and number of grants per year

$0$41K$81K$122K$162K1 grants20201 grants20212 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

LIBERTORE FUND FOR CHILD…$100K

Grant Size Distribution

6 grants across all recorded years

3<$50K$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Libertore Fund for Children ($100,000).

RecipientPurposeAmount
LIBERTORE FUND FOR CHILDREN LAKELAND, FLCONTRIBUTION$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DOUGLAS S LIBERTORETRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The D L Charitable Trust?

The D L Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $5.4M in total assets as of 2024.

How large is The D L Charitable Trust?

As of 2024, The D L Charitable Trust holds $5.4M in total assets with $584K in annual revenue. It awarded 1 grants totaling $100K in 2024.

Where does The D L Charitable Trust operate?

The D L Charitable Trust has awarded grants in Florida.

What size grants does The D L Charitable Trust award?

In 2024, The D L Charitable Trust awarded 1 grants totaling $100K — an average of about $100K per grant, based on its IRS Form 990 filings.

How much is The D L Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The D L Charitable Trust reported a distributable amount of $282K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The D L Charitable Trust's EIN?

The D L Charitable Trust's EIN (Employer Identification Number) is 20-5321479. IRS Form 990 filing data is available on this page for 2020–2024.

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

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