The Daniel E Offutt III Charitable FY2020 filing

Sarasota, FLPrivate foundation / grantmaker EIN 47-6799671Revenue $9.8M in FY2020Latest filing we have: 2022. Newer ones may not be in our data yet. Filed since? Tell us.

On file with the IRSSarasota, FL

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $2,500 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

Before you give

FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990-PF
The latest return is for FY2022, 4 tax years back.
IRS e-file · Filing history
Surplus or deficit
0 of 3
filings with a surplus
Average deficit $1.0M a year · 13% of revenue · last 3 filings
A surplus in 0 of the last 3 filings.
990-PF Pt I · 3 filings
3.3 mo
of spending, in cash
3.3 months of spending in cash.
990-PF Pt II · Ln 1–2 · Pt I · Ln 26
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
990-PF Pt II · Ln 23
Revenue
$9.8M
Spent
$10.0M
Net assets
$2.8M
By yearFY2020–FY2022
Revenue
$9.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$9.8M
FY2021$6.5M
FY2022$6.6M
Expenses
$10.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$10.0M
FY2021$8.2M
FY2022$7.7M
Net assets
$2.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.8M
FY2021$1.1M
FY2022$0

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing we have: FY2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 99% · $9.9M Operating & administrative 1% · $95K

Form 990-PF Part I, lines 24–26. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Programs and updates

A private foundation based in Sarasota, FL.

Questions for The Daniel E Offutt III Charitable

Tap to ask. The Daniel E Offutt III Charitable sees how many people are interested.

Your first name shows with your question. The Daniel E Offutt III Charitable answers here, for everyone.

Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 21 grants · $7.6M · 2022–2022
Fund for Lachat Town Farm INCCT · FY2022$2,978,951
Weston Historical SocietyFY2022$2,086,846
Charles Schwab Charitable FundFY2022$635,297
Temple Emanu-ElFY2022$500,000
Friends of Levitt PavilionFY2022$250,000
Individual RecipientFY2022$225,000
Maryland Salem Children's TrustFY2022$180,000
Garrett College FoundationFY2022$78,340
Carver Foundation INCMD · FY2022$50,000
Individual RecipientFY2022$40,000
Denver Waldorf School AssociationFY2022$30,000
Weston Diamond ClubCT · FY2022$21,000
Town of OaklandFY2022$20,000
The HavenFY2022$20,000
Arts for Learning CTFY2022$20,000
P E O FoundationIA · FY2022$12,000
See all 21 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV7
Average grantPart XV$363K
Median grantPart XV$50K
Largest grantPart XV$3.0M
Top cause focusNTEEEducation (10%)

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$9.8M
Gifts and grants$9.8M
Investment income$2K
Money out
$10.0M
Grants paid$9.9M
Running costs$95K
Owns and owes
$2.8M
net assets
Cash and savings$2.8M
Total assets$2.8M
Liabilities$0
2In more detail
Revenue in detail
Gifts and grants$9.8M
Investment income$2K
Total revenue$9.8M
Assets in detailEnd of year
Cash and savings together$2.8M
Total assets$2.8M
Liabilities$0
Net assets$2.8M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 LatestFiled with the IRS Apr 24, 2023 $6.6M$7.7M−$1.1M$0 990 PDF
FY2021Filed with the IRS May 10, 2022 $6.5M$8.2M−$1.7M$1.1M 990 PDF
FY2020 ViewingFiled with the IRS Jun 29, 2021 $9.8M$10.0M−$257K$2.8M 990 PDF

Schedules filed Part IV

G · Fundraising L · Interested persons R · Related orgs

Form 990 e-file FY2020 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

Compare with another nonprofit

The names, titles, and financial information shown on this page are reproduced from IRS Form 990 filings, which are public records. More

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown. A filing can only be corrected by the organization filing an amended return with the IRS; the corrected information appears here at our next update.

We publish only information contained in the public IRS filing, and less than the filing contains. Our pages do not display home addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, contact the filing organization or the IRS directly.

All figures come from public IRS Form 990 filings. Comparisons are computed from the filing against similar orgs. They are not a rating.