The Sarathy Foundation Trust

BELVEDERE TIBURON, CA EIN: 25-6789323

The Sarathy Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELVEDERE TIBURON, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 1 grants totaling $180K. Net investment income was $31K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

+44.9% YoY

Annual Giving

$180K

+7.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$180K

+7.1% YoY

Under IRS private-foundation payout rules, The Sarathy Foundation Trust reported a distributable amount of $168K for 2024 — the minimum it must pay out in qualifying distributions.

About The Sarathy Foundation Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with The Sarathy Foundation Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $518K (72%)

Indiana $180K (25%)

California $20K (3%)

States

California Indiana New York

Cities

IndianapolisPurchaseSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,349,431	$2,310,820	$2,510,985
Revenue	$37,964	$-1,783	$-45,242
Expenses	$218,410	$203,187	$445,151
Qualifying Distributions	$185,813	$168,000	$370,000
Net Investment Income	$31,043	$70,507	$48,251
Distributable Amount	$168,220	—	$161,694

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Morgan Stanley Global Impact Funding Trust ($180,000).

Recipient	Purpose	Amount
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INDIANAPOLIS, IN	TO SUPPORT CHARITABLE GIVING	$180,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MAYA BOSE	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Sarathy Foundation Trust?

The Sarathy Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELVEDERE TIBURON, CA. It holds $3.3M in total assets as of 2024.

How large is The Sarathy Foundation Trust?

As of 2024, The Sarathy Foundation Trust holds $3.3M in total assets with $38K in annual revenue. It awarded 1 grants totaling $180K in 2024.

Where does The Sarathy Foundation Trust operate?

The Sarathy Foundation Trust has awarded grants in California, Indiana, New York.

What size grants does The Sarathy Foundation Trust award?

In 2024, The Sarathy Foundation Trust awarded 1 grants totaling $180K — an average of about $180K per grant, based on its IRS Form 990 filings.

How much is The Sarathy Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sarathy Foundation Trust reported a distributable amount of $168K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.