Funder DirectoryTHE SO CHARITABLE TRUST
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Private foundation (trust)EIN 133050892Est. 1981-02

THE SO CHARITABLE TRUST

FOREST HILLS, NY 11375

Total Assets

$2.8M

FY 2023

Annual Giving

$158K

FY 2023

Grants Made

39

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$108–$31K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$71K

Total Expenses

$161K

Qualifying Distributions

$159K

Distributable Amount

$118K

Min. Investment Return

$119K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

39 grants

Grant sizes from minimum $108 through median $540 to maximum $31K, 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

4 years

Giving over time from 2020 to 2023. Peak $664K in 2021. Hover bars for details.

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

Top Recipients

279 grants

TRUSTEES OF COLUMBIA UNIVERSITY (3365 SHS NATHAN'S FAMOUS INC)
$241K
1 grant
TRUSTEES OF COLUMBIA UNIVERSITY (97 SHS BOOKING HOLDINGS INC)
$241K
1 grant
TRUSTEES OF COLUMBIA UNIVERSITY (91 SHS BOOKING HOLDINGS INC)
$238K
1 grant
FIDELITY CHARITABLE - ABOODI KIDS FUND
$218K
1 grant
HOPE & HEROES
$101K
4 grants
MONTEFIORE MEDICAL CENTER
$90K
1 grant
THEATRE ASPEN
$67K
2 grants
CITY OF HOPE HEMATOLOGY RESEARCH FUND
$56K
2 grants

Grant Size Distribution

279 grants

<$10K
253
grants
$10–50K
19
grants
$50–250K
7
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

18 states

New York
$1.5M
78% of total
Colorado
$197K
11% of total
California
$87K
5% of total
New Jersey
$29K
2% of total
Maryland
$29K
2% of total
Florida
$20K
1% of total
Massachusetts
$13K
1% of total
District of Columbia
$13K
1% of total
Connecticut
$9K
0% of total
Pennsylvania
$4K
0% of total

+8 more states

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