Trust Under Agreement J Burrell Sander
Trust Under Agreement J Burrell Sander is a private foundation, based in Raleigh, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $755K in total assets. In 2025, it awarded 1 grant totaling $43K. Net investment income was $27K.
Trust Under Agreement J Burrell Sander at a glance
In short: Trust Under Agreement J Burrell Sander gave $43K across 1 grant in 2025 (avg $43K), mostly in South Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $43,095
- +151.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $43,095
- +151.5% vs 2024
- Median grant
- $43,095
- Total assets
- $755,463
- -3.0% vs 2024
- Primary geography
- South Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Trust Under Agreement J Burrell Sander funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Columbia Stage Society ($43K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Trust Under Agreement J Burrell Sander gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $8K (2021) to $46K (2022). In 2025 it made 1 grant totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Columbia Stage Society Columbia, SC | General Purpose | $43,095 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $755,463 | $41,540 | $64,840 | $43,095 | 1 | $43,095 | $27,157 | $46,346 |
| 2024 | $778,760 | $50,271 | $31,106 | $17,132 | 1 | $17,132 | $36,835 | $43,095 |
| 2023 | $759,628 | $43,771 | $54,124 | $41,593 | 1 | $41,593 | $30,651 | $39,686 |
| 2022 | $770,103 | $37,233 | $64,878 | $45,707 | 1 | $45,707 | $19,577 | $41,593 |
| 2021 | $797,551 | $68,823 | $28,386 | $7,660 | 1 | $7,660 | $53,978 | $45,707 |
| 2020 | $754,682 | $46,169 | $29,279 | $10,764 | 1 | — | $34,339 | $39,346 |
Under IRS private-foundation payout rules, Trust Under Agreement J Burrell Sander reported a distributable amount of $46K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Trust Under Agreement J Burrell Sander's only listed officer is First Citizens Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
First Citizens Bank
Trustee
On filings since 2020
1 hr/week
$11K (2020) → $14K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $14K, to First Citizens Bank (Trustee).
Frequently asked questions about Trust Under Agreement J Burrell Sander
How much does Trust Under Agreement J Burrell Sander give each year?
Trust Under Agreement J Burrell Sander gave $43K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 1 grant.
How large is Trust Under Agreement J Burrell Sander?
Trust Under Agreement J Burrell Sander reported $755K in total assets on its 2025 IRS Form 990-PF. It paid out $43K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Trust Under Agreement J Burrell Sander operate?
Trust Under Agreement J Burrell Sander has awarded grants in South Carolina.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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