The Daniel E Offutt Iii Charitable

SARASOTA, FL EIN: 47-6799671

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

13states
+5 more states

Cities

AlexandriaAnn ArborBerkeleyDenverDes MoinesFairfieldFrostburgHamdenHuntingtonLeesburgMchenryNew HavenNewtonNorwalkNorwichOaklandPalmettoRidgefieldSacoSaline

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$6M$8M$11M202020212022
Metric202220212020
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

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$5M$7M$10M27 grants202031 grants202121 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2022

FUND FOR LACHAT TOWN FAR…$3.0MWESTON HISTORICAL SOCIETY$2.1MCHARLES SCHWAB CHARITABL…$635KTEMPLE EMANU-EL$500KREGENTS OF THE UNIVERSIT…$400KFRIENDS OF LEVITT PAVILION$250KWESTON TOWN HALL$225KMARYLAND SALEM CHILDREN'…$180KGARRETT COLLEGE FOUNDATION$78KWILTON LAND CONSERVATION…$65K

Grant Size Distribution

79 grants across all recorded years

21<$50K10$50–100K17$100–250K15$250–500K11$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Fund for Lachat Town Farm Inc ($2,978,951), Weston Historical Society ($2,086,846), Charles Schwab Charitable Fund ($635,297).

RecipientPurposeAmount
ARTS FOR LEARNING CT HAMDEN, CTTO PROMOTE THE GOALS OF THE ORGANIZATION$20,000
CARVER FOUNDATION NORWALK, CTTO PROMOTE THE GOALS OF THE ORGANIZATION$50,000
CHARLES SCHWAB CHARITABLE FUND SAN FRANCISCO, CATO ESTABLISH NEW DONOR ADVISED FUND$635,297
CLASP HOMES INC WESTPORT, CTTO PROMOTE THE GOALS OF THE ORGANIZATION$10,000
DENVER WALDORF SCHOOL ASSOCIATION DENVER, COTO PROMOTE THE GOALS OF THE ORGANIZATION$30,000
EMBRACING OUR DIFFERENCES SARASOTA, FLTO PROMOTE THE GOALS OF THE ORGANIZATION$40,000
FRIENDS OF LEVITT PAVILION WESTPORT, CTTO PROMOTE THE GOALS OF THE ORGANIZATION$250,000
FUND FOR LACHAT TOWN FARM INC WESTON, CTTO PROMOTE THE GOALS OF THE ORGANIZATION$2,978,951
GARRETT COLLEGE FOUNDATION MCHENRY, MDTO PROMOTE THE GOALS OF THE ORGANIZATION$78,340
MARYLAND SALEM CHILDREN'S TRUST FROSTBURG, MDTO PROMOTE THE GOALS OF THE ORGANIZATION$180,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

RICHARD ORENSTEINTRUSTEE$16K

From 2022 filing

NameTitleHoursCompensation
RICHARD ORENSTEINTRUSTEE7$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 April 2026. Sourced from IRS Form 990-PF filings.

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