Carola C Berthelot Charitable Trust
Carola C Berthelot Charitable Trust is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 1 grant totaling $78K. Net investment income was $40K.
Carola C Berthelot Charitable Trust at a glance
In short: Carola C Berthelot Charitable Trust gave $78K across 1 grant in 2025 (avg $78K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $77,737
- +17.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $77,737
- +17.8% vs 2024
- Median grant
- $77,737
- Total assets
- $1,018,495
- -3.6% 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 September 2026.
Who Carola C Berthelot Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was New York University ($78K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Carola C Berthelot Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 94% 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 $12K (2021) to $78K (2025). In 2025 it made 1 grant totaling $78K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New York University New York, NY | Promote Middle East Studies | $77,737 |
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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 | $1,018,495 | $62,688 | $100,337 | $77,737 | 1 | $77,737 | $39,605 | $82,897 |
| 2024 | $1,056,144 | $34,790 | $88,321 | $66,000 | 1 | $66,000 | $13,703 | $77,508 |
| 2023 | $1,109,816 | $50,619 | $85,295 | $67,000 | 1 | $67,000 | $31,794 | $65,698 |
| 2022 | $1,144,492 | $1,187 | $94,574 | $70,000 | 1 | $70,000 | $6,720 | $67,056 |
| 2021 | $1,237,879 | $223,920 | $32,383 | $12,000 | 1 | $12,000 | $199,977 | $70,402 |
| 2020 | $1,046,509 | $-54,709 | $89,458 | $70,000 | 1 | — | $17,244 | $61,729 |
Under IRS private-foundation payout rules, Carola C Berthelot Charitable Trust reported a distributable amount of $83K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carola C Berthelot Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Andrew M. Schneller
Trustee
On filings since 2020
3 hrs/week
No compensation reported
Peter P. Brown
Trustee
On filings since 2020
4 hrs/week
No compensation reported
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.
Frequently asked questions about Carola C Berthelot Charitable Trust
How much does Carola C Berthelot Charitable Trust give each year?
Carola C Berthelot Charitable Trust gave $78K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $66K across 1 grant.
How large is Carola C Berthelot Charitable Trust?
Carola C Berthelot Charitable Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $78K in qualifying distributions that year, against a required minimum of $83K (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.
Where does Carola C Berthelot Charitable Trust operate?
Carola C Berthelot Charitable Trust has awarded grants in New York.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Carola C Berthelot Charitable Trust funds
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