Angelo V Rosati Charitable Trust

LINCOLN, RI EIN: 20-7084822

Angelo V Rosati Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LINCOLN, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $134K in total assets. In 2024, it awarded 3 grants totaling $14K. Net investment income was $15K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$134K

+0.6% YoY

Annual Giving

$14K

-35.2% YoY

Grant Count

-25.0% YoY

Avg Grant Size

$5K

-13.7% YoY

Under IRS private-foundation payout rules, Angelo V Rosati Charitable Trust reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About Angelo V Rosati Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $28K (49%)

Rhode Island $24K (42%)

Kansas $5K (9%)

States

Kansas Massachusetts Rhode Island

Cities

Central FallsFontecchio Aq ItalyNewtonProvidenceRumfordSmithfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$133,685	$132,888	$141,538
Revenue	$15,936	$2,718	$34,263
Expenses	$16,888	$26,201	$10,672
Qualifying Distributions	$15,631	$23,169	$8,212
Net Investment Income	$14,679	$635	$31,835
Distributable Amount	$6,360	$6,749	$7,445

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

13 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Central Falls Children's Foundation ($6,000), Team Heart ($5,000), Miscellaneous Others ($2,500).

Recipient	Purpose	Amount
TEAM HEART NEWTON, MA	GENERAL SUPPORT	$5,000
MISCELLANEOUS OTHERS SMITHFIELD, RI	GENERAL SUPPORT	$2,500
CENTRAL FALLS CHILDREN'S FOUNDATION CENTRAL FALLS, RI	GENERAL SUPPORT	$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ANGELA RUGGERI	TRUSTEE	—	$1,151
CARLO RUGGERI	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Angelo V Rosati Charitable Trust?

Angelo V Rosati Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LINCOLN, RI. It holds $134K in total assets as of 2024.

How large is Angelo V Rosati Charitable Trust?

As of 2024, Angelo V Rosati Charitable Trust holds $134K in total assets with $16K in annual revenue. It awarded 3 grants totaling $14K in 2024.

Where does Angelo V Rosati Charitable Trust operate?

Angelo V Rosati Charitable Trust has awarded grants in Kansas, Massachusetts, Rhode Island.

What size grants does Angelo V Rosati Charitable Trust award?

In 2024, Angelo V Rosati Charitable Trust awarded 3 grants totaling $14K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Angelo V Rosati Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Angelo V Rosati Charitable Trust reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Angelo V Rosati Charitable Trust's EIN?

Angelo V Rosati Charitable Trust's EIN (Employer Identification Number) is 20-7084822. IRS Form 990 filing data is available on this page for 2020–2024.