The Daniel E Offutt III Charitable
The Daniel E Offutt III Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sarasota, FL. IRS filing data is available from 2020 through 2022. In 2022, it awarded 21 grants totaling $7.6M. Net investment income was $16K.
Key facts about The Daniel E Offutt III Charitable
- EIN
- 47-6799671
- Latest 990 filing
- Form 990-PF, 2022
- Annual giving (2022)
- $7,632,830
- Grants made (2022)
- 21
- Average grant
- $363,468
- Median grant
- $50,000
- New grantees (estimate)
- 48% first-time grantees (10 of 21, 2022)
- Primary geography
- Connecticut (75% of itemized 2022 grant dollars)
Data from IRS Form 990-PF, 2022; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Daniel E Offutt III Charitable funds
By grant dollars, the top recipient states for The Daniel E Offutt III Charitable's 21 itemized 2022 grants were Connecticut (75%), California (8%) and Florida (7%). The most frequent recipient cities were Weston, CT (4 grants), Sarasota, FL (4 grants) and Westport, CT (2 grants). None of its 21 grants with a stated purpose were described as general or operating support. Recurring purposes include "To Promote the Goals of the Organization" (18 grants).
Is The Daniel E Offutt III Charitable open to new grantees?
48%
first-time grantees, 2022
In 2022, 10 of 21 grantees (48%) were first-time recipients. First grants averaged $506K; repeat grants $234K. How we count
Medians: $238K first-time, $40K repeat.
- 43% of 2022 grantees were also funded in 2021. Method
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2022). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Daniel E Offutt III Charitable
- How to evaluate The Daniel E Offutt III Charitable as a funder
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Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$7.6M
-6.3% YoY
Grant Count
21
-32.3% YoY
Avg Grant Size
$363K
+38.4% YoY
Under IRS private-foundation payout rules, The Daniel E Offutt III Charitable reported a distributable amount of $90K for 2022 — the minimum it must pay out in qualifying distributions.
About The Daniel E Offutt III Charitable
Based on IRS filings
The Daniel E Offutt III Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sarasota, FL. IRS filing data is available from 2020 through 2022. In 2022, it awarded 21 grants totaling $7.6M. Net investment income was $16K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 21 itemized 2022 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $1,076,359 | $2,784,014 |
| Revenue | $6,578,113 | $6,500,161 | $9,751,983 |
| Expenses | $7,654,472 | $8,207,816 | $10,009,172 |
| Qualifying Distributions | $7,019,175 | $8,207,816 | — |
| Net Investment Income | $15,546 | $161 | $1,908 |
| Distributable Amount | $89,942 | $75,568 | $132,204 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
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 2022
Grant Size Distribution
79 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest recipients include Fund for Lachat Town Farm Inc ($2,978,951), Weston Historical Society ($2,086,846), Charles Schwab Charitable Fund ($635,297).
| Recipient | Purpose | Amount |
|---|---|---|
| FUND FOR LACHAT TOWN FARM INC Weston, CT | TO PROMOTE THE GOALS OF THE ORGANIZATION | $2,978,951 |
| WESTON HISTORICAL SOCIETY Weston, CT | TO PROMOTE THE GOALS OF THE ORGANIZATION | $2,086,846 |
| CHARLES SCHWAB CHARITABLE FUND San Francisco, CA | TO ESTABLISH NEW DONOR ADVISED FUND | $635,297 |
| TEMPLE EMANU-EL Sarasota, FL | ENDOWMENT FUND | $500,000 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN Ann Arbor, MI | TO PROMOTE THE GOALS OF THE ORGANIZATION | $400,000 |
| FRIENDS OF LEVITT PAVILION Westport, CT | TO PROMOTE THE GOALS OF THE ORGANIZATION | $250,000 |
| WESTON TOWN HALL Weston, CT | TO PROMOTE THE GOALS OF THE ORGANIZATION | $225,000 |
| MARYLAND SALEM CHILDREN'S TRUST Frostburg, MD | TO PROMOTE THE GOALS OF THE ORGANIZATION | $180,000 |
| GARRETT COLLEGE FOUNDATION McHenry, MD | TO PROMOTE THE GOALS OF THE ORGANIZATION | $78,340 |
| WILTON LAND CONSERVATION TRUST Wilton, CT | TO PROMOTE THE GOALS OF THE ORGANIZATION | $64,996 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Richard Orenstein | Trustee | 7 | $16,447 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Daniel E Offutt III Charitable?
The Daniel E Offutt III Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sarasota, FL. It holds — in total assets as of 2022.
Where does The Daniel E Offutt III Charitable operate?
The Daniel E Offutt III Charitable has awarded grants in California, Colorado, Connecticut, Florida, Iowa, Massachusetts, Maryland, Maine, Michigan, New Jersey, Texas, Virginia, Vermont.
What size grants does The Daniel E Offutt III Charitable award?
In 2022, The Daniel E Offutt III Charitable awarded 21 grants totaling $7.6M — an average of about $363K per grant, based on its IRS Form 990 filings.
How much is The Daniel E Offutt III Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, The Daniel E Offutt III Charitable reported a distributable amount of $90K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Daniel E Offutt III Charitable's EIN?
The Daniel E Offutt III Charitable's EIN (Employer Identification Number) is 47-6799671. IRS Form 990 filing data is available on this page for 2020–2022.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.