Barnett Sobel Charitable Trust
Barnett Sobel Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Radnor, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $506K in total assets. In 2025, it awarded 13 grants totaling $40K. Net investment income was $92K.
Key facts about Barnett Sobel Charitable Trust
In short: Barnett Sobel Charitable Trust gave $40K across 13 grants in 2025 (avg $3K), mostly in Pennsylvania. 8% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 75-6766521
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $40,405
- Grants made (2025)
- 13
- Average grant
- $3,108
- Median grant
- $2,500
- New grantees (estimate)
- 8% first-time grantees (1 of 12, 2025)
- Total assets
- $506,203
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$506K
+10.4% YoY
Annual Giving
$40K
+7.4% YoY
Grant Count
13
+0.0% YoY
Avg Grant Size
$3K
+7.4% YoY
Under IRS private-foundation payout rules, Barnett Sobel Charitable Trust reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.
Is Barnett Sobel Charitable Trust open to new grantees?
8%
first-time grantees, 2025
In 2025, 1 of 12 grantees (8%) were first-time recipients. First grants averaged $1K; repeat grants $4K. How we count
Medians: $1K first-time, $3K repeat.
- 92% of 2025 grantees were also funded in 2024. Method
- Giving grew 62% from 2022 to 2025. Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 13 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| JENKINS LAW LIBRARY Philadelphia, PA | FOR GENERAL USE | $9,055 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA Philadelphia, PA | FOR GENERAL USE | $5,000 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA Philadelphia, PA | ISRAEL EMERGENCY FUND | $5,000 |
| PHILADELPHIA MUSEUM OF ART Philadelphia, PA | FOR GENERAL USE | $5,000 |
| UNIVERSITY OF PENNSYLVANIA - PENN HOSPITAL Philadelphia, PA | FOR GENERAL USE | $4,575 |
| UNIVERSITY OF PENNSYLVANIA - PENN MEDICINE Philadelphia, PA | FOR GENERAL USE | $4,575 |
| THE BARNES FOUNDATION Philadelphia, PA | FOR GENERAL USE | $2,500 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA Philadelphia, PA | FOR GENERAL USE | $1,000 |
| JEWISH PUBLICATION SOCIETY Melrose, PA | FOR GENERAL USE | $1,000 |
| JUSTICE B BRANDEIS LAW SOCIETY FOUNDATION Philadelphia, PA | FOR GENERAL USE | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $506,203 | $458,564 | $454,704 |
| Revenue | $98,394 | $54,316 | $46,531 |
| Expenses | $50,755 | $50,456 | $32,579 |
| Qualifying Distributions | $43,849 | $44,248 | $27,249 |
| Net Investment Income | $92,188 | $48,900 | $40,753 |
| Distributable Amount | $49,732 | $47,018 | $41,959 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Leadership & Key People
Officers and directors from IRS filings
Barnett Sobel Charitable Trust is led by Patricia G. Cramerco Nicole K. Pier, Trustee on every filing since 2023 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Patricia G. Cramerco Nicole K. Pier
Trustee
On filings since 2023
1 hr/week
No compensation reported
Former officers (2)
- Former: Patricia G. Cramerco Lynda McFeeley (2022) — Trustee
- Former: Geraldine Cramer (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 Barnett Sobel Charitable Trust
How much does Barnett Sobel Charitable Trust give each year?
Barnett Sobel Charitable Trust gave $40K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $38K across 13 grants.
What is Barnett Sobel Charitable Trust's typical grant size?
Barnett Sobel Charitable Trust's median grant in 2025 was $2,500, and its average grant was $3,108, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Barnett Sobel Charitable Trust that year got $1K on average.
Where does Barnett Sobel Charitable Trust give grants?
Barnett Sobel Charitable Trust gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Philadelphia, PA (11 grants).
Does Barnett Sobel Charitable Trust give general operating support?
Yes: 92% of Barnett Sobel Charitable Trust's 2025 grants with a stated purpose (12 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Barnett Sobel Charitable Trust's largest grantees?
Barnett Sobel Charitable Trust's largest 2025 grantees include Jewish Federation of Greater Philadelphia ($10,000 across 2 grants), Jenkins Law Library ($9,055) and Philadelphia Museum of Art ($5,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Barnett Sobel Charitable Trust?
Barnett Sobel Charitable Trust reported $506K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets).
What is Barnett Sobel Charitable Trust?
Barnett Sobel Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Radnor, PA. It holds $506K in total assets as of 2025.
What is Barnett Sobel Charitable Trust's EIN?
Barnett Sobel Charitable Trust's EIN (Employer Identification Number) is 75-6766521. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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