Funder DirectorySOPHIE BARTALINI CHARITABLE TRUST
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EIN 306670542

SOPHIE BARTALINI CHARITABLE TRUST

PENNINGTON, NJ 08534

Total Assets

$634K

FY 2023

Annual Giving

$20K

FY 2023

Grants Made

9

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$2K–$2K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$11K

Total Expenses

$29K

Qualifying Distributions

$25K

Distributable Amount

$30K

Min. Investment Return

$30K

Undistributed Income

$25K

Payout rate 85%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.85%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

2 years

Giving over time from 2022 to 2023. Peak $26K in 2022. Hover bars for details.

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

Top Recipients

18 grants

THE KOSCIUSZKO FOUNDATION INC
$5K
2 grants
BREAST CANCER RESEARCH FOUNDATION INC
$5K
2 grants
CALIFORNIA MARITIME ACADEMY FOUNDATION I
$5K
2 grants
THE ROTARY FOUNDATION OF ROTARY INTERNAT
$5K
2 grants
ARTHRITIS FOUNDATION
$5K
2 grants
STANFORD UNIVERSITY DEVELOPMENT SERVICES
$5K
2 grants
GUIDE DOGS FOR THE BLIND INC
$5K
2 grants
PENINSULA HUMANE SOCIETY SPC
$5K
2 grants

Grant Size Distribution

18 grants

<$10K
18
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

California
$25K
56% of total
New York
$10K
22% of total
North Carolina
$5K
11% of total
Georgia
$5K
11% of total

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SOPHIE BARTALINI CHARITABLE TRUST — Grants, Financials & Contact | Grantivo