Bird Charles Sumner Fdn Tr Udecl
The Bird Charles Sumner Foundation TR Udecl is a private foundation based in Pittsburgh, Pennsylvania, established in 1959. Also known as the Charles Sumner Bird Foundation, it operates as a grantmaking organization with no employees.
Key facts about Bird Charles Sumner Fdn Tr Udecl
- EIN
- 04-6093505
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $120,000
- Grants made (2025)
- 28
- Average grant
- $4,286
- Median grant
- $2,500
- New grantees (estimate)
- 14% first-time grantees (4 of 28, 2025)
- Total assets
- $1,953,771
- Primary geography
- Massachusetts (45% 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).
Who Bird Charles Sumner Fdn Tr Udecl funds
By grant dollars, the top recipient states for Bird Charles Sumner Fdn Tr Udecl's 28 itemized 2025 grants were Massachusetts (45%), Rhode Island (29%) and Colorado (10%). The most frequent recipient cities were Colorado Springs, CO (3 grants), Newport, RI (2 grants), Middletown, RI (2 grants) and Truro, MA (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is Bird Charles Sumner Fdn Tr Udecl open to new grantees?
14%
first-time grantees, 2025
In 2025, 4 of 28 grantees (14%) were first-time recipients. First grants averaged $3K; repeat grants $5K. How we count
Medians: $2K first-time, $3K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving fell 29% from 2022 to 2025. Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Bird Charles Sumner Fdn Tr Udecl
- How to evaluate Bird Charles Sumner Fdn Tr Udecl as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.0M
-3.9% YoY
Annual Giving
$120K
-2.4% YoY
Grant Count
28
+3.7% YoY
Avg Grant Size
$4K
-5.9% YoY
Under IRS private-foundation payout rules, Bird Charles Sumner Fdn Tr Udecl reported a distributable amount of $118K for 2025 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation distributes grants to charitable organizations across various sectors. Recent grant activity includes:
Grant Range
of $2,500 and maximum grant of $20,000.
Ready to take the next step with Bird Charles Sumner Fdn Tr Udecl?
Geographic Focus
Where this funder awards grants
The foundation supports organizations in multiple states, with documented grants to organizations in Massachusetts and other regions.
Grant Distribution by State
Share of all 28 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of August 2025:
- Total Assets: $1,953,771
- Total Revenue: $61,420
- Total Expenses: $142,208
- Number of Employees: 0
As of 2024:
- Total Assets: $2.5 million
- Total Distributions: $128,000
- Grant Count: 28 grants
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,953,771 | $2,034,111 | $2,079,178 |
| Revenue | $61,420 | $99,709 | $231,974 |
| Expenses | $142,208 | $147,531 | $142,768 |
| Qualifying Distributions | $128,489 | $131,090 | $127,816 |
| Net Investment Income | $47,065 | $86,934 | $219,423 |
| Distributable Amount | $117,802 | $113,241 | $101,909 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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
142 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Trustees of Reservations ($20,000), CCN Historic Preservation Building Fdn ($15,000), Conway School of Landscape Design ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TRUSTEES OF RESERVATIONS Boston, MA | GENERAL OPERATING | $20,000 |
| CCN HISTORIC PRESERVATION BUILDING FDN Newport, RI | GENERAL OPERATING | $15,000 |
| CONWAY SCHOOL OF LANDSCAPE DESIGN Northampton, MA | GENERAL OPERATING | $10,000 |
| NEWPORT HOSPITAL FOUNDATION Newport, RI | GENERAL OPERATING | $10,000 |
| MANITOU ART CENTER Manitou SPGS, CO | GENERAL OPERATING | $7,500 |
| FRESH ENERGY Saint Paul, MN | GENERAL OPERATING | $6,000 |
| EAGLEBROOK SCHOOL Deerfield, MA | GENERAL OPERATING | $5,000 |
| POTTER LEAGUE FOR ANIMALS Middletown, RI | GENERAL OPERATING | $5,000 |
| WEER AFRICA Harrisburg, PA | GENERAL OPERATING | $5,000 |
| ART AND NEWPORT Middletown, RI | GENERAL OPERATING | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Michael Stagis serves as Vice President of the foundation.
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bny Mellon N a | Trustee | 1 | $21,134 |
Frequently Asked Questions
How do I apply for a grant from Bird Charles Sumner Fdn Tr Udecl?
The foundation distributes grants to charitable organizations across various sectors. Recent grant activity includes: **Recent Grants (2025):** • The Trustees of Reservations: $20,000 (General Operating) • CCN Historic Building Preservation Foundation: $15,000 (General Operating) • Conway School of Landscape Design: $10,000 (General Operating) The foundation made approximately 23 grants totaling $152,500 in 2025, with a median grant size of $2,500 and maximum grant of $20,000.
Where does Bird Charles Sumner Fdn Tr Udecl make grants?
The foundation supports organizations in multiple states, with documented grants to organizations in Massachusetts and other regions.
What size grants does Bird Charles Sumner Fdn Tr Udecl award?
In 2025, Bird Charles Sumner Fdn Tr Udecl awarded 28 grants totaling $120K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Bird Charles Sumner Fdn Tr Udecl required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Bird Charles Sumner Fdn Tr Udecl reported a distributable amount of $118K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bird Charles Sumner Fdn Tr Udecl's EIN?
Bird Charles Sumner Fdn Tr Udecl's EIN (Employer Identification Number) is 04-6093505. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.