Sarah H Sutherland Charitable Tr Uw

Orlando, FL
Tax-exempt since June 1995
EIN: 56-6456377

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$288k (2024)

Expenses

$225k (2024)

Total Assets

$3.96M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$287,650

Expenses

$225,051

Net Income

$62,599

Net Assets

$3,963,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,522	0.9%
Interest Revenue	$0
Dividends	$103,905	36.1%
Sales of Assets	$175,310	60.9%
Other Income	$5,913	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,706	89.6%
Compensation of Officers*	$46,084	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,963,234
Total Liabilities	$0
Net Assets	$3,963,234

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$46,084	$0

990-PF

Filed on April 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$130,820

Expenses

$243,526

Net Income

-$112,706

Net Assets

$3,900,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,024	1.5%
Interest Revenue	$2,476	1.9%
Dividends	$98,299	75.1%
Sales of Assets	$28,021	21.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,177	85.5%
Compensation of Officers*	$40,811	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,900,733
Total Liabilities	$0
Net Assets	$3,900,733

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$40,811	$0

990-PF

Filed on April 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$671,462

Expenses

$259,406

Net Income

$412,056

Net Assets

$4,012,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,899	0.3%
Interest Revenue	$3,086	0.5%
Dividends	$106,728	15.9%
Sales of Assets	$559,749	83.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$231,630	89.3%
Compensation of Officers*	$44,940	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,012,177
Total Liabilities	$0
Net Assets	$4,012,177

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$44,940	$0

990-PF

Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$254,719

Expenses

$228,208

Net Income

$26,511

Net Assets

$3,605,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$362	0.1%
Dividends	$93,011	36.5%
Sales of Assets	$161,346	63.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,038	88.5%
Compensation of Officers*	$48,554	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,605,544
Total Liabilities	$0
Net Assets	$3,605,544

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$48,554	$0

990-PF

Filed on Oct. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$69,553

Expenses

$244,650

Net Income

-$175,097

Net Assets

$3,578,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,265	> 100%
Sales of Assets	$0
Other Income	$685	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$222,808	91.1%
Compensation of Officers*	$41,642	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,578,888
Total Liabilities	$1
Net Assets	$3,578,887

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$41,642	$0

990-PF

Filed on Nov. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$117,944

Expenses

$248,510

Net Income

-$130,566

Net Assets

$3,755,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$113,145	95.9%
Sales of Assets	$4,799	4.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$203,316	81.8%
Compensation of Officers*	$42,391	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,755,077
Total Liabilities	$1
Net Assets	$3,755,076

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$42,391	$0

990-PF

Filed on April 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$263,880

Expenses

$255,145

Net Income

$8,735

Net Assets

$3,883,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,042	39.0%
Sales of Assets	$158,442	60.0%
Other Income	$2,396	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$203,025	79.6%
Compensation of Officers*	$43,375	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,883,037
Total Liabilities	$0
Net Assets	$3,883,037

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$43,375	$0

990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$184,749

Expenses

$243,829

Net Income

-$59,080

Net Assets

$3,876,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,250	1.8%
Dividends	$81,959	44.4%
Sales of Assets	$99,540	53.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,540	81.4%
Compensation of Officers*	$42,714	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,876,346
Total Liabilities	$0
Net Assets	$3,876,346

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$42,714	$0

990-PF

Filed on Oct. 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$22,763

Expenses

$254,905

Net Income

-$232,142

Net Assets

$3,935,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,271	10.0%
Dividends	$75,637	> 100%
Sales of Assets	-$57,957
Other Income	$2,812	12.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$212,647	83.4%
Compensation of Officers*	$41,401	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,935,407
Total Liabilities	$0
Net Assets	$3,935,407

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$41,401	$0

990-PF

Filed on April 19, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

-$22,385

Expenses

$264,486

Net Income

-$286,871

Net Assets

$4,167,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,025
Sales of Assets	-$115,326
Other Income	$10,916

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,284	82.9%
Compensation of Officers*	$44,914	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,167,321
Total Liabilities	$0
Net Assets	$4,167,321

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$44,914	$0

990-PF

Filed on April 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$225,358

Expenses

$274,004

Net Income

-$48,646

Net Assets

$4,455,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$113,202	50.2%
Sales of Assets	$111,236	49.4%
Other Income	$920	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,988	70.8%
Compensation of Officers*	$46,079	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,455,119
Total Liabilities	$0
Net Assets	$4,455,119

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$46,079	$0

990-PF

Filed on April 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$954,799

Expenses

$251,712

Net Income

$703,087

Net Assets

$4,505,241

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,641	9.4%
Sales of Assets	$865,091	90.6%
Other Income	$67	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,357	76.8%
Compensation of Officers*	$53,309	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,505,241
Total Liabilities	$0
Net Assets	$4,505,241

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$53,309	$0

990-PF

Filed on May 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$250,962

Expenses

$253,131

Net Income

-$2,169

Net Assets

$3,802,650

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,261	40.0%
Sales of Assets	$149,902	59.7%
Other Income	$799	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,936	77.4%
Compensation of Officers*	$50,572	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,802,651
Total Liabilities	$1
Net Assets	$3,802,650

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$249,545

Expenses

$247,288

Net Income

$2,257

Net Assets

$3,804,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,750	1.5%
Dividends	$87,277	35.0%
Sales of Assets	$157,709	63.2%
Other Income	$809	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,772	76.3%
Compensation of Officers*	$51,284	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,804,565
Total Liabilities	$1
Net Assets	$3,804,564

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Sarah H Sutherland Charitable Tr Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $288k (2024)

Expenses $225k (2024)

Total Assets $3.96M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$288k (2024)

Expenses

$225k (2024)

Total Assets

$3.96M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2013

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