Ada Berdan Charitable Trust

SAINT LOUIS, MO EIN: 22-6102057

Ada Berdan Charitable Trust is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $336K in total assets. In 2024, it awarded 2 grants totaling $16K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$336K

-1.2% YoY

Annual Giving

$16K

-20.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

-20.0% YoY

Under IRS private-foundation payout rules, Ada Berdan Charitable Trust reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.

About Ada Berdan Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $88K (100%)

States

New Jersey

Cities

North HaledonPaterson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$336,473	$340,553	$357,082
Revenue	$19,317	$11,075	$12,893
Expenses	$23,717	$27,218	$28,292
Qualifying Distributions	$17,749	$21,671	$21,652
Net Investment Income	$13,102	$5,234	$6,890
Distributable Amount	$19,177	$17,962	$19,184

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Holland Christian Home ($8,000), St Josephs Hosp & Med Ctr Fdn ($8,000).

Recipient	Purpose	Amount
HOLLAND CHRISTIAN HOME NORTH HALEDON, NJ	GENERAL OPERATING	$8,000
ST JOSEPHS HOSP & MED CTR FDN PATERSON, NJ	GENERAL OPERATING	$8,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$6,474

Frequently Asked Questions

How large is Ada Berdan Charitable Trust?

As of 2024, Ada Berdan Charitable Trust holds $336K in total assets with $19K in annual revenue. It awarded 2 grants totaling $16K in 2024.

Where does Ada Berdan Charitable Trust operate?

Ada Berdan Charitable Trust has awarded grants in New Jersey.

What size grants does Ada Berdan Charitable Trust award?

In 2024, Ada Berdan Charitable Trust awarded 2 grants totaling $16K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Ada Berdan Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ada Berdan Charitable Trust reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.