Carola C Berthelot Charitable Trust

BOSTON, MA EIN: 46-3972665

Carola C Berthelot Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $66K. Net investment income was $14K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-4.8% YoY

Annual Giving

$66K

-1.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$66K

-1.5% YoY

Under IRS private-foundation payout rules, Carola C Berthelot Charitable Trust reported a distributable amount of $78K for 2024 — the minimum it must pay out in qualifying distributions.

About Carola C Berthelot Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $285K (100%)

States

New York

Cities

New York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,056,144	$1,109,816	$1,144,492
Revenue	$34,790	$50,619	$1,187
Expenses	$88,321	$85,295	$94,574
Qualifying Distributions	$66,000	$67,000	$70,000
Net Investment Income	$13,703	$31,794	$6,720
Distributable Amount	$77,508	$65,698	$67,056

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include New York University ($66,000).

Recipient	Purpose	Amount
NEW YORK UNIVERSITY NEW YORK, NY	PROMOTE MIDDLE EAST STUDIES	$66,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ANDREW M SCHNELLER	TRUSTEE	3	—
PETER P BROWN	TRUSTEE	4	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Carola C Berthelot Charitable Trust?

Carola C Berthelot Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $1.1M in total assets as of 2024.

How large is Carola C Berthelot Charitable Trust?

As of 2024, Carola C Berthelot Charitable Trust holds $1.1M in total assets with $35K in annual revenue. It awarded 1 grants totaling $66K in 2024.

Where does Carola C Berthelot Charitable Trust operate?

Carola C Berthelot Charitable Trust has awarded grants in New York.

What size grants does Carola C Berthelot Charitable Trust award?

In 2024, Carola C Berthelot Charitable Trust awarded 1 grants totaling $66K — an average of about $66K per grant, based on its IRS Form 990 filings.

How much is Carola C Berthelot Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carola C Berthelot Charitable Trust reported a distributable amount of $78K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carola C Berthelot Charitable Trust's EIN?

Carola C Berthelot Charitable Trust's EIN (Employer Identification Number) is 46-3972665. IRS Form 990 filing data is available on this page for 2020–2024.