Carola C Berthelot Charitable Trust
BOSTON, MA EIN: 46-3972665
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.1M
-4.8% YoY
Annual Giving
$66K
-1.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$66K
-1.5% YoY
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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
No grants recorded for .
Who else does Carola C Berthelot Charitable Trust fund?
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New York $285K (100%)
States
Cities
New York
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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