Bert Santora Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ONEONTA, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 9 grants totaling $89K. Net investment income was $109K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
+0.4% YoY
Annual Giving
$89K
+37.7% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$10K
+37.7% YoY
Under IRS private-foundation payout rules, Bert Santora Charitable Trust reported a distributable amount of $115K for 2024 — the minimum it must pay out in qualifying distributions.
About Bert Santora Charitable Trust
Based on IRS filings
Bert Santora Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ONEONTA, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 9 grants totaling $89K. Net investment income was $109K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,565,102 | $1,558,244 | $1,518,852 |
| Revenue | $121,946 | $127,803 | $96,371 |
| Expenses | $115,030 | $88,216 | $156,769 |
| Qualifying Distributions | $100,618 | $75,490 | $142,224 |
| Net Investment Income | $109,374 | $115,897 | $84,047 |
| Distributable Amount | $115,047 | $105,866 | $107,865 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hanford Mills Museum ($24,100), Meridale Fire Dept & Emergency Squa ($21,641), The West Kortright Center ($15,200).
| Recipient | Purpose | Amount |
|---|---|---|
| WSKG Public Radio Binghamton, NY | PROVIDE FUNDS TO ASSIST IN | $7,000 |
| Delhi Central School Delhi, NY | PROVIDE FUNDS TO ASSIST IN | $1,000 |
| Meridale Fire Dept & Emergency Squa Meridale, NY | PROVIDE FUNDS TO ASSIST IN | $21,641 |
| Delaware County Historical Assn Delhi, NY | PROVIDE FUNDS TO ASSIST IN | $4,500 |
| Pine Grove Cemetery Assn East Meredith, NY | PROVIDE FUNDS TO ASSIST IN | $3,000 |
| Hanford Mills Museum East Meredith, NY | PROVIDE FUNDS TO ASSIST IN | $24,100 |
| The West Kortright Center East Meredith, NY | PROVIDE FUNDS TO ASSIST IN | $15,200 |
| Meredith Historical Society Meridale, NY | PROVIDE FUNDS TO ASSIST IN | $8,900 |
| Delaware Academy High School Delhi, NY | PROVIDE FUNDS TO ASSIST IN | $4,025 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bert Santora Charitable Trust?
Bert Santora Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ONEONTA, NY. It holds $1.6M in total assets as of 2024.
How large is Bert Santora Charitable Trust?
As of 2024, Bert Santora Charitable Trust holds $1.6M in total assets with $122K in annual revenue. It awarded 9 grants totaling $89K in 2024.
Where does Bert Santora Charitable Trust operate?
Bert Santora Charitable Trust has awarded grants in New York.
What size grants does Bert Santora Charitable Trust award?
In 2024, Bert Santora Charitable Trust awarded 9 grants totaling $89K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Bert Santora Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bert Santora Charitable Trust reported a distributable amount of $115K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bert Santora Charitable Trust's EIN?
Bert Santora Charitable Trust's EIN (Employer Identification Number) is 26-6094914. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bert Santora Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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