Charitable Trust Under Article Vii of the
Charitable Trust Under Article Vii of the is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JAMESTOWN, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it awarded 19 grants totaling $415K. Net investment income was $645K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.8M
+2.8% YoY
Annual Giving
$415K
-1.2% YoY
Grant Count
19
-5.0% YoY
Avg Grant Size
$22K
+4.0% YoY
Under IRS private-foundation payout rules, Charitable Trust Under Article Vii of the reported a distributable amount of $445K for 2024 — the minimum it must pay out in qualifying distributions.
About Charitable Trust Under Article Vii of the
Based on IRS filings
Charitable Trust Under Article Vii of the is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JAMESTOWN, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it awarded 19 grants totaling $415K. Net investment income was $645K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,757,320 | $5,599,061 | $5,605,061 |
| Revenue | $681,479 | $506,749 | $567,165 |
| Expenses | $524,758 | $510,077 | $635,374 |
| Qualifying Distributions | $482,405 | $472,104 | $593,068 |
| Net Investment Income | $644,906 | $474,684 | $533,523 |
| Distributable Amount | $445,241 | $392,465 | $399,654 |
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 2024
Grant Size Distribution
95 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Preservation Society of Newport County ($125,000), Elizabeth Park Conservancy ($50,000), Audubon Society of Rhode Island ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Preservation Society of Newport County Newport, RI | ROSECLIFF ROSE GARDEN | $125,000 |
| South County Health Wakefield, RI | UNRESTRICTED GIFT | $10,000 |
| Audubon Society of Rhode Island Smithfield, RI | PROTECTING AND PROMOTING | $25,000 |
| Narragansett Historical Society Narragansett, RI | UPKEEP AND MAINTENANCE OF | $25,000 |
| Rose Island Lighthouse Foundation Newport, RI | PROTECTING AND PROMOTING | $20,000 |
| Jamestown Fire Department Jamestown, RI | UPDATE OF EXISTING JFD ROSE | $5,000 |
| Beavertail Lighthouse Museum Assoc Jamestown, RI | PROTECTING AND PROMOTING | $10,000 |
| Edgewood Waterfront Preservation Assn Cranston, RI | PROTECTING AND PROMOTING | $25,000 |
| Blithewold Bristol, RI | MAINTENANCE OF ROSE GARDENS | $10,000 |
| St Peter's By The Sea Episcopal Church Narragansett, RI | PROTECTING AND PROMOTING | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lelia D Palmieri | Co-trustee | 1 | $20,000 |
| John A Murphy | Co-trustee | 1 | $25,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charitable Trust Under Article Vii of the?
Charitable Trust Under Article Vii of the is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JAMESTOWN, RI. It holds $5.8M in total assets as of 2024.
How large is Charitable Trust Under Article Vii of the?
As of 2024, Charitable Trust Under Article Vii of the holds $5.8M in total assets with $681K in annual revenue. It awarded 19 grants totaling $415K in 2024.
Where does Charitable Trust Under Article Vii of the operate?
Charitable Trust Under Article Vii of the has awarded grants in Connecticut, Massachusetts, New Hampshire, Rhode Island.
What size grants does Charitable Trust Under Article Vii of the award?
In 2024, Charitable Trust Under Article Vii of the awarded 19 grants totaling $415K — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is Charitable Trust Under Article Vii of the required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charitable Trust Under Article Vii of the reported a distributable amount of $445K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charitable Trust Under Article Vii of the's EIN?
Charitable Trust Under Article Vii of the's EIN (Employer Identification Number) is 47-6612483. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charitable Trust Under Article Vii of the's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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