Trust Under Agreement J Burrell Sander

RALEIGH, NC EIN: 26-6040381

Trust Under Agreement J Burrell Sander is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $779K in total assets. In 2024, it awarded 1 grants totaling $17K. Net investment income was $37K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$779K

+2.5% YoY

Annual Giving

$17K

-58.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$17K

-58.8% YoY

Under IRS private-foundation payout rules, Trust Under Agreement J Burrell Sander reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.

About Trust Under Agreement J Burrell Sander

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

South Carolina $123K (100%)

States

South Carolina

Cities

Columbia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$778,760	$759,628	$770,103
Revenue	$50,271	$43,771	$37,233
Expenses	$31,106	$54,124	$64,878
Qualifying Distributions	$17,132	$41,593	$45,707
Net Investment Income	$36,835	$30,651	$19,577
Distributable Amount	$43,095	$39,686	$41,593

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Columbia Stage Society ($17,132).

Recipient	Purpose	Amount
COLUMBIA STAGE SOCIETY COLUMBIA, SC	GENERAL PURPOSE	$17,132

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIRST CITIZENS BANK	TRUSTEE	1	$12,761

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Trust Under Agreement J Burrell Sander?

Trust Under Agreement J Burrell Sander is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. It holds $779K in total assets as of 2024.

How large is Trust Under Agreement J Burrell Sander?

As of 2024, Trust Under Agreement J Burrell Sander holds $779K in total assets with $50K in annual revenue. It awarded 1 grants totaling $17K in 2024.

Where does Trust Under Agreement J Burrell Sander operate?

Trust Under Agreement J Burrell Sander has awarded grants in South Carolina.

What size grants does Trust Under Agreement J Burrell Sander award?

In 2024, Trust Under Agreement J Burrell Sander awarded 1 grants totaling $17K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Trust Under Agreement J Burrell Sander required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust Under Agreement J Burrell Sander reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Trust Under Agreement J Burrell Sander's EIN?

Trust Under Agreement J Burrell Sander's EIN (Employer Identification Number) is 26-6040381. IRS Form 990 filing data is available on this page for 2020–2024.