Funder DirectorySHERMAN N AND RITA F SIEGEL FOUNDATION
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Private foundation (trust)EIN 853392306Est. 2021-05

SHERMAN N AND RITA F SIEGEL FOUNDATION

PALM BEACH GARDENS, FL 33410

Total Assets

$7.2M

FY 2024

Annual Giving

$271K

FY 2024

Grants Made

12

FY 2024

Avg Grant

$23K

FY 2024

Grant Range

$500–$165K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$320K

Total Expenses

$412K

Qualifying Distributions

$290K

Distributable Amount

$344K

Min. Investment Return

$348K

Undistributed Income

$314K

Payout rate 84%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.84%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

12 grants

Grant sizes from minimum $500 through median $10K to maximum $165K, 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

3 years

Giving over time from 2022 to 2024. Peak $333K in 2022. Hover bars for details.

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

Top Recipients

21 grants

UNIVERSITY OF NOTRE DAME
$205K
1 grant
JUPITER MEDICAL CENTER FOUNDATION
$190K
2 grants
FRIENDS OF MANATEE LAGOON
$25K
1 grant
MOUNTS BOTANICAL GARDENS
$25K
1 grant
PALM BEACH ZOO
$25K
1 grant
RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN
$25K
1 grant
AMERICAN HEART ASSOCIATION
$23K
1 grant
KIJANA EDUCATIONAL EMPOWERMENT INITIATIVE
$20K
1 grant

Grant Size Distribution

21 grants

<$10K
11
grants
$10–50K
8
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Florida
$364K
60% of total
Indiana
$205K
34% of total
Wisconsin
$25K
4% of total
Colorado
$6K
1% of total
California
$5K
1% of total
North Carolina
$3K
0% of total

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SHERMAN N AND RITA F SIEGEL FOUNDATION — Grants, Financials & Contact | Grantivo