B&L Charitable Foundation Tr
B&L Charitable Foundation Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$581K
+1.6% YoY
Annual Giving
$18K
-30.0% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$6K
-6.7% YoY
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.
About B&L Charitable Foundation Tr
Based on IRS filings
B&L Charitable Foundation Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $581,080 | $572,155 | $819,167 |
| Revenue | $24,414 | $86 | $34 |
| Expenses | $24,466 | $30,445 | $89,644 |
| Qualifying Distributions | $35,000 | $25,000 | $53,000 |
| Net Investment Income | — | — | — |
| Distributable Amount | $28,398 | $38,896 | $42,208 |
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
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Finding Dreams ($7,500), Everglades Foundatio ($5,000), First Tee ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Everglades Foundatio Palmetto Bay, FL | Preserve and Protect the Everglades | $5,000 |
| First Tee Ponte Vedra Beach, FL | Child development | $5,000 |
| Finding Dreams Naples, FL | Feeding children | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| William E Burke Jr | Co-Trustee | 1 | — |
| Lillian Burke | Co-Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is B&L Charitable Foundation Tr?
B&L Charitable Foundation Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $581K in total assets as of 2024.
How large is B&L Charitable Foundation Tr?
As of 2024, B&L Charitable Foundation Tr holds $581K in total assets with $24K in annual revenue. It awarded 3 grants totaling $18K in 2024.
Where does B&L Charitable Foundation Tr operate?
B&L Charitable Foundation Tr has awarded grants in Florida, New Jersey, South Dakota, Texas.
What size grants does B&L Charitable Foundation Tr award?
In 2024, B&L Charitable Foundation Tr awarded 3 grants totaling $18K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is B&L Charitable Foundation Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, B&L Charitable Foundation Tr reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in B&L Charitable Foundation Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.