Bert Santora Charitable Trust
Bert Santora Charitable Trust is a private foundation, based in Oneonta, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 9 grants totaling $91K. Net investment income was $139K.
Bert Santora Charitable Trust at a glance
In short: Bert Santora Charitable Trust gave $91K across 9 grants in 2025 (avg $10K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $91,176
- +2.0% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $10,131
- +2.0% vs 2024
- Median grant
- $9,850
- Total assets
- $1,599,247
- +2.2% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Bert Santora Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Meridale Fire Dept & Emergency Squad ($21K). Together the top 9 received $91K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 43 grants of 44 (98%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Bert Santora Charitable Trust gives
- Giving fell 31% from 2022 to 2025. Method
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2025, annual grant giving ranged from $65K (2023) to $131K (2022). In 2025 it made 9 grants totaling $91K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Meridale Fire Dept & Emergency Squad Meridale, NY | Provide Funds to Assist IN | $21,000 |
| Hanford Mills Museum East Meredith, NY | Provide Funds to Assist IN | $15,500 |
| WSKG Public Radio Binghamton, NY | Provide Funds to Assist IN | $12,000 |
| The West Kortright Center East Meredith, NY | Provide Funds to Assist IN | $10,000 |
| Pine Grove Cemetery Assn East Meredith, NY | Provide Funds to Assist IN | $9,850 |
| Delaware County Historical Assn Delhi, NY | Provide Funds to Assist IN | $8,000 |
| Meredith Historical Society Meridale, NY | Provide Funds to Assist IN | $7,270 |
| Delaware Academy High School Delhi, NY | Provide Funds to Assist IN | $6,556 |
| Delhi Central School Delhi, NY | Provide Funds to Assist IN | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,599,247 | $151,779 | $117,610 | $91,176 | 9 | $103,060 | $139,168 | $119,456 |
| 2024 | $1,565,102 | $121,946 | $115,030 | $89,366 | 9 | $100,618 | $109,374 | $115,047 |
| 2023 | $1,558,244 | $127,803 | $88,216 | $64,912 | 9 | $75,490 | $115,897 | $105,866 |
| 2022 | $1,518,852 | $96,371 | $156,769 | $131,391 | 9 | $142,224 | $84,047 | $107,865 |
| 2021 | $1,579,567 | $178,161 | $153,865 | $129,139 | 8 | $140,414 | $165,504 | $114,500 |
| 2020 | $1,555,314 | $62,011 | $150,488 | $127,122 | 8 | — | $50,126 | $106,949 |
Under IRS private-foundation payout rules, Bert Santora Charitable Trust reported a distributable amount of $119K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bert Santora Charitable Trust's only listed officer is Community Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Community Bank NA
Trustee
On filings since 2020
1 hr/week
$21K (2020) → $23K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $23K, to Community Bank NA (Trustee).
Frequently asked questions about Bert Santora Charitable Trust
How much does Bert Santora Charitable Trust give each year?
Bert Santora Charitable Trust gave $91K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $89K across 9 grants.
What is Bert Santora Charitable Trust's typical grant size?
Bert Santora Charitable Trust's median grant in 2025 was $9,850, and its average grant was $10,131, across 9 grants on its 2025 IRS Form 990-PF.
Where does Bert Santora Charitable Trust give grants?
Bert Santora Charitable Trust gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were East Meredith, NY (3 grants), Delhi, NY (3 grants) and Meridale, NY (2 grants).
Does Bert Santora Charitable Trust give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Bert Santora Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Provide Funds to Assist IN" (9 grants).
Who are Bert Santora Charitable Trust's largest grantees?
Bert Santora Charitable Trust's largest 2025 grantees include Meridale Fire Dept & Emergency Squad ($21,000), Hanford Mills Museum ($15,500) and WSKG Public Radio ($12,000), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.
How large is Bert Santora Charitable Trust?
Bert Santora Charitable Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $103K in qualifying distributions that year, against a required minimum of $119K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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