The Daniel E Offutt III Charitable Trust
THE DANIEL E OFFUTT III CHARITABLE is a private foundation based in Sarasota, Florida. Its 2022 IRS filing is marked as a final return, indicating that the foundation has terminated or is winding down and appears to have stopped grantmaking.
The Daniel E Offutt III Charitable Trust at a glance
In short: The Daniel E Offutt III Charitable Trust gave $7.6M across 21 grants in 2022 (avg $363K), mostly in Connecticut. 48% of 2022 grantees were new. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $7,632,830
- -6.3% vs 2021
- Grants made (2022)
- 21
- -32.3% vs 2021
- Average grant
- $363,468
- +38.4% vs 2021
- Median grant
- $50,000
- New grantees (estimate)
- 48% first-time grantees (10 of 21, 2022; small sample)
- Primary geography
- Connecticut (75% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Daniel E Offutt III Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation stated on its 2022 filing that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. The filing is marked as a final return, so this policy is not presented as current.
- Contact
Mailing address: 1826 Rose Street, Sarasota, FL 34239-5135
Phone: (203) 216-3881
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Daniel E Offutt III Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2022
The largest 2022 recipient was Fund for Lachat Town Farm Inc ($3.0M). Together the top 10 received $7.4M.
Grant Size Distribution
79 grants across all recorded years
The most common grant size was under $50K: 21 grants of 79 (27%).
Geographic Focus
Where this funder awards grants
In 2022, grant dollars were reported by recipient state as Connecticut, 75%; California, 8%; Florida, 7%; Michigan, 5%; and Maryland, 4%.
Grant Distribution by State
Share of 2022 grant dollars across all 21 itemized grants.
States
Cities
Is The Daniel E Offutt III Charitable Trust open to new grantees?
48%
first-time grantees, 2022
In 2022, 10 of 21 grantees (48%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. 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 grant lists in IRS Form 990-PF filings (2020–2022). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $7.6M (2022) to $9.9M (2020). In 2022 it made 21 grants totaling $7.6M.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $6,578,113 | $7,654,472 | $7,632,830 | 21 | $7,019,175 | $15,546 | $89,942 |
| 2021 | $1,076,359 | $6,500,161 | $8,207,816 | $8,143,758 | 31 | $8,207,816 | $161 | $75,568 |
| 2020 | $2,784,014 | $9,751,983 | $10,009,172 | $9,914,280 | 27 | — | $1,908 | $132,204 |
Under IRS private-foundation payout rules, The Daniel E Offutt III Charitable Trust reported a distributable amount of $90K for 2022 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The sources do not state a mission for the foundation. Its 2022 grants went to organizations with varied activities. For example, the Weston Historical Society says its mission is to preserve and promote the history of Weston, Connecticut, and the surrounding area. Maryland Salem Children’s Trust says it provides home, family, therapy, and educational services to children in need. Wilton Land Conservation Trust describes its work as protecting and conserving open spaces in Wilton, Connecticut. Embracing Our Differences says it uses arts and education to inspire kindness and respect.
Grantmaking
In filing year 2022, the foundation made 21 grants totaling $7,632,830. Grant amounts ranged from $400 to $2,978,951, with a median grant of $50,000.
The largest reported grants included $2,978,951 to Fund for Lachat Town Farm Inc. in Weston, Connecticut; $2,086,846 to Weston Historical Society in Weston, Connecticut; $635,297 to Charles Schwab Charitable Fund to establish a new donor advised fund; and $500,000 to Temple Emanu-El in Sarasota, Florida, for an endowment fund. Other notable grants were $400,000 to Regents of the University of Michigan, $250,000 to Friends of Levitt Pavilion, and $225,000 to Weston Town Hall.
Leadership & Key People
Leadership team and compensation from IRS filings
Richard Orenstein was listed as a trustee on the 2022 filing.
The Daniel E Offutt III Charitable Trust is led by Richard Orenstein, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2022 filing
Richard Orenstein
Trustee
On filings since 2020
7 hrs/week
$67K (2020) → $16K (2022)
Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
The highest reported compensation on the 2022 filing was $16K, to Richard Orenstein (Trustee).
Frequently asked questions about The Daniel E Offutt III Charitable Trust
How much does The Daniel E Offutt III Charitable Trust give each year?
The Daniel E Offutt III Charitable Trust gave $7.6M across 21 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $8.1M across 31 grants.
What is The Daniel E Offutt III Charitable Trust's typical grant size?
The Daniel E Offutt III Charitable Trust's median grant in 2022 was $50,000, and its average grant was $363,468, across 21 grants on its 2022 IRS Form 990-PF. Organizations receiving their first grant from The Daniel E Offutt III Charitable Trust that year got $506K on average.
Where does The Daniel E Offutt III Charitable Trust give grants?
The Daniel E Offutt III Charitable Trust gives mostly in Connecticut: 75% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The next largest states were California (8%) and Florida (7%). The most frequent recipient cities were Weston, CT (4 grants), Sarasota, FL (4 grants) and Westport, CT (2 grants).
Does The Daniel E Offutt III Charitable Trust give general operating support?
Not in 2022: none of the 21 grants with a stated purpose on The Daniel E Offutt III Charitable Trust's 2022 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Promote the Goals of the Organization" (18 grants).
Who are The Daniel E Offutt III Charitable Trust's largest grantees?
The Daniel E Offutt III Charitable Trust's largest 2022 grantees include Fund for Lachat Town Farm Inc ($2,978,951), Weston Historical Society ($2,086,846) and Charles Schwab Charitable Fund ($635,297), according to its 2022 IRS Form 990-PF. Together they received 75% of its itemized 2022 grant dollars.
What does The Daniel E Offutt III Charitable Trust fund?
The sources do not state a mission for the foundation. Its 2022 grants went to organizations with varied activities. For example, the Weston Historical Society says its mission is to preserve and promote the history of Weston, Connecticut, and the surrounding area. See mission & focus areas ↑
How do I apply for a grant from The Daniel E Offutt III Charitable Trust?
The foundation stated on its 2022 filing that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is The Daniel E Offutt III Charitable Trust 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 Trust 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 Trust's EIN?
The Daniel E Offutt III Charitable Trust's EIN (Employer Identification Number) is 47-6799671. IRS Form 990 filing data is available on this page for 2020–2022.
Does The Daniel E Offutt III Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
Live grants for the work The Daniel E Offutt III Charitable Trust funds
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