Funder DirectoryCHARITABLE TR SHARE UTO
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Private foundation (trust)EIN 466174939Est. 2014-02

CHARITABLE TR SHARE UTO

MATLACHA, FL 339930207

Total Assets

$3.9M

FY 2023

Annual Giving

$216K

FY 2023

Grants Made

11

FY 2023

Avg Grant

$20K

FY 2023

Grant Range

$3K–$55K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$187K

Total Expenses

$250K

Qualifying Distributions

$227K

Distributable Amount

$181K

Min. Investment Return

$183K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

11 grants

Grant sizes from minimum $3K through median $15K to maximum $55K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $389K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

60 grants

MOHAWK VALLEY HEALTH SYSTEMS CANCER CENTER
$247K
2 grants
UTICA PUBLIC LIBRARY
$139K
5 grants
SUNY POLYTECHNIC INSTITUTE
$130K
5 grants
THE ROOT FARM
$118K
3 grants
ARC HERKIMER
$110K
4 grants
EAGLE BAY VOLUNTEER HOSE COMPANY INC
$87K
2 grants
UTICA ZOOLOGICAL SOCIETY
$85K
3 grants
ABRAHAM HOUSE
$84K
3 grants

Grant Size Distribution

60 grants

<$10K
20
grants
$10–50K
38
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

New York
$1.3M
100% of total

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CHARITABLE TR SHARE UTO — Grants, Financials & Contact | Grantivo