The Sarathy Foundation Trust

Private foundation · Grantmaker Belvedere Tiburon, CA EIN: 25-6789323

The Sarathy Foundation Trust is a private foundation, 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 grant totaling $180K. Net investment income was $31K.

Key facts about The Sarathy Foundation Trust

In short: The Sarathy Foundation Trust gave $180K across 1 grant in 2024 (avg $180K), mostly in Indiana. Source: 2024 IRS Form 990-PF.

EIN
25-6789323
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$180,000
Grants made (2024)
1
Average grant
$180,000
Median grant
$180,000
Total assets
$3,349,431
Primary geography
Indiana (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

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

1

+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.

How The Sarathy Foundation Trust gives

  • In 2024 it paid out 110% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2024 grant dollars on its one itemized grant.

Cities

PurchaseIndianapolisSan Francisco

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K0 grants2020 0 grants2021 2 grants2022 1 grant2023 1 grant2024

From 2022 to 2024, annual grant giving ranged from $168K (2023) to $370K (2022). In 2024 it made 1 grant totaling $180K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Morgan Stanley Global Impact Funding Trust: $180KMorgan Stanley Global ImpactFunding Trust$180K

The largest 2024 recipient was Morgan Stanley Global Impact Funding Trust ($180K).

Grant Size Distribution

4 grants across all recorded years

1<$50K$50–100K2$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 2 grants of 4 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Morgan Stanley Global Impact Funding Trust Indianapolis, INTo Support Charitable Giving$180,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Sarathy Foundation Trust is led by Maya Bose, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Maya Bose

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Sarathy Foundation Trust

How much does The Sarathy Foundation Trust give each year?

The Sarathy Foundation Trust gave $180K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $168K across 1 grant.

How large is The Sarathy Foundation Trust?

The Sarathy Foundation Trust reported $3.3M in total assets on its 2024 IRS Form 990-PF. It paid out $186K in qualifying distributions that year, against a required minimum of $168K (roughly 5% of its investment assets).

Where does The Sarathy Foundation Trust operate?

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

What is The Sarathy Foundation Trust's EIN?

The Sarathy Foundation Trust's EIN (Employer Identification Number) is 25-6789323. IRS Form 990 filing data is available on this page for 2020–2024.

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

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