Oliver S & Jennie R Donaldson Charitable Trust
- Assets
- $33.6m
- Revenue
- $756.3k
- Investments
- $32.4m
- Employees
- 0
- Location
- Orlando, FL
- Founding
- 12/1970
- Data as of
- 12/2023
- EIN
- 04-6229044
Organization Overview
Oliver S & Jennie R Donaldson Charitable Trust is located in Orlando, FL. The organization was established in 1970. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oliver S & Jennie R Donaldson Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Oliver S & Jennie R Donaldson Charitable Trust generated $756.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (20.9%) each year. All expenses for the organization totaled $2.1m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Oliver S & Jennie R Donaldson Charitable Trust has awarded 242 individual grants totaling $10,086,095. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Truist Bank Co-Trustee | 1 | $156,064 | |
Hilton C Smith Jr Co-Trustee | 1 | $52,867 | |
Stephen Lirakis Co-Trustee | 1 | $0 | |
Christopher Lirakis Co-Trustee | 1 | $0 | |
Priscilla Lawrence Co-Trustee | 1 | $0 | |
Mark Lawrence Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $670,059 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $81,199 |
| Capital Gain Net Income | $81,199 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $5,005 |
| Total Revenue | $756,263 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $261,799 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $8,043 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $6,469 |
| Printing and publications | $0 |
| Other expenses | $1,658 |
| Total operating and administrative expenses | $290,009 |
| Contributions, gifts, grants paid | $1,838,106 |
| Total expenses and disbursements | $2,128,115 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $55 |
| Savings and temporary cash investments | $1,217,729 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $29,398,575 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $33,625,330 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Oliver S & Jennie R Donaldson Charitable Trust has awarded $1,838,106 in support to 44 organizations.
| Grant Recipient | Amount |
|---|---|
AWAKENING RECOVERY INC PURPOSE: GENERAL OPERATING | $4,500 |
AMERICAN VETERINARY MEDICAL HISTORY PURPOSE: VETERINARY STUDENT HISTORY | $7,500 |
CHARLESTON JAZZ ACADEMY PURPOSE: JAZZ ACADEMY EDUCATION AND | $25,000 |
CLOUDS HILL VICTORIAN HOUSE MUSEUM PURPOSE: INSTALL REPLACEMENT | $5,000 |
COLD SPRING HARBOR LABORATORY PURPOSE: CANCER FIBROBLAST RESEARCH | $296,671 |
COLLEGE OF CHARLESTON FOUNDATION PURPOSE: GENERAL OPERATING | $127,500 |