B&L Charitable Foundation Tr
B&L Charitable Foundation Tr is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $581K in total assets. In 2024, it awarded 3 grants totaling $18K.
B&L Charitable Foundation Tr at a glance
In short: B&L Charitable Foundation Tr gave $18K across 3 grants in 2024 (avg $6K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $17,500
- -30.0% vs 2023
- Grants made (2024)
- 3
- -25.0% vs 2023
- Average grant
- $5,833
- -6.7% vs 2023
- Median grant
- $5,000
- Total assets
- $581,080
- +1.6% vs 2023
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who B&L Charitable Foundation Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Finding Dreams ($8K). Together the top 3 received $18K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How B&L Charitable Foundation Tr gives
- Giving fell 85% from 2021 to 2024. Method
- In 2024 it paid out 123% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $18K (2024) to $119K (2021). In 2024 it made 3 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Finding Dreams Naples, FL | Feeding children | $7,500 |
| Everglades Foundatio Palmetto Bay, FL | Preserve and Protect the Everglades | $5,000 |
| First Tee Ponte Vedra Beach, FL | Child development | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $581,080 | $24,414 | $24,466 | $17,500 | 3 | $35,000 | — | $28,398 |
| 2023 | $572,155 | $86 | $30,445 | $25,000 | 4 | $25,000 | — | $38,896 |
| 2022 | $819,167 | $34 | $89,644 | $53,000 | 6 | $53,000 | — | $42,208 |
| 2021 | $968,040 | $54,355 | $135,083 | $118,500 | 8 | $118,500 | $37,772 | $50,841 |
| 2020 | $1,091,830 | $6,835 | $99,059 | $59,869 | 6 | — | $687,706 | — |
Under IRS private-foundation payout rules, B&L Charitable Foundation Tr reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
B&L Charitable Foundation Tr's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Lillian Burke
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
William E Burke Jr.
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about B&L Charitable Foundation Tr
How much does B&L Charitable Foundation Tr give each year?
B&L Charitable Foundation Tr gave $18K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $25K across 4 grants.
What is B&L Charitable Foundation Tr's typical grant size?
B&L Charitable Foundation Tr's median grant in 2024 was $5,000, and its average grant was $5,833, across 3 grants on its 2024 IRS Form 990-PF.
Where does B&L Charitable Foundation Tr give grants?
B&L Charitable Foundation Tr gives mostly in Florida: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does B&L Charitable Foundation Tr give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on B&L Charitable Foundation Tr's 2024 IRS Form 990-PF were described as general or operating support.
How large is B&L Charitable Foundation Tr?
B&L Charitable Foundation Tr reported $581K in total assets on its 2024 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
What is B&L Charitable Foundation Tr's EIN?
B&L Charitable Foundation Tr's EIN (Employer Identification Number) is 30-6601233. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Figures come from B&L Charitable Foundation Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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