Katharine Bontecou Memorial Charitable Trust
Katharine Bontecou Memorial Charitable Trust is a private foundation, based in Sunset Beach, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $450K in total assets. In 2025, it awarded 5 grants totaling $50K. Net investment income was $7K.
Katharine Bontecou Memorial Charitable Trust at a glance
In short: Katharine Bontecou Memorial Charitable Trust gave $50K across 5 grants in 2025 (avg $10K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $50,000
- +0.0% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $10,000
- +0.0% vs 2024
- Median grant
- $7,000
- Total assets
- $450,055
- +1.5% vs 2024
- Primary geography
- New York (83% 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 Katharine Bontecou Memorial Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Harlem Valley Rail Trail Association ($23K). Together the top 5 received $50K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Katharine Bontecou Memorial Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). 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 $38K (2020) to $50K (2025). In 2025 it made 5 grants totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harlem Valley Rail Trail Association Millerton, NY | Charitable | $23,000 |
| Dutchess Land Conservancy Millbrook, NY | Charitable | $16,000 |
| South Kingstown Land Trust Wakefield, RI | Charitable | $7,000 |
| Millbrook Education Foundation Millbrook, NY | Charitable | $2,500 |
| Berkshire Taconic Community Foundation Great Barrington, MA | Charitable | $1,500 |
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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 | $450,055 | $25,122 | $68,267 | $50,000 | 5 | $68,267 | $6,855 | $62,405 |
| 2024 | $443,200 | $158,577 | $65,779 | $50,000 | 5 | $65,779 | $142,798 | $59,106 |
| 2023 | $400,402 | $27,620 | $65,066 | $50,000 | 5 | $65,066 | $12,554 | $52,808 |
| 2022 | $437,848 | $58,900 | $65,572 | $50,000 | 5 | $65,572 | $43,328 | $51,733 |
| 2021 | $444,520 | $80,152 | $61,514 | $50,000 | 5 | — | $68,638 | $49,605 |
| 2020 | $413,382 | $21,200 | $47,790 | $37,500 | 5 | — | $13,367 | $41,376 |
Under IRS private-foundation payout rules, Katharine Bontecou Memorial Charitable Trust reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Katharine Bontecou Memorial Charitable Trust is led by Susan Miller, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Susan Miller
Trustee
On filings since 2020
5 hrs/week
$5K (2021) → $2K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Susan Miller (Trustee).
Frequently asked questions about Katharine Bontecou Memorial Charitable Trust
How much does Katharine Bontecou Memorial Charitable Trust give each year?
Katharine Bontecou Memorial Charitable Trust gave $50K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 5 grants.
What is Katharine Bontecou Memorial Charitable Trust's typical grant size?
Katharine Bontecou Memorial Charitable Trust's median grant in 2025 was $7,000, and its average grant was $10,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does Katharine Bontecou Memorial Charitable Trust give grants?
Katharine Bontecou Memorial Charitable Trust gives mostly in New York: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Rhode Island (14%). The most frequent recipient cities were Millbrook, NY (2 grants).
Does Katharine Bontecou Memorial Charitable Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Katharine Bontecou Memorial Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (5 grants).
Who are Katharine Bontecou Memorial Charitable Trust's largest grantees?
Katharine Bontecou Memorial Charitable Trust's largest 2025 grantees include Harlem Valley Rail Trail Association ($23,000), Dutchess Land Conservancy ($16,000) and South Kingstown Land Trust ($7,000), according to its 2025 IRS Form 990-PF. Together they received 92% of its itemized 2025 grant dollars.
How large is Katharine Bontecou Memorial Charitable Trust?
Katharine Bontecou Memorial Charitable Trust reported $450K in total assets on its 2025 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $62K (roughly 5% of its investment assets).
What is Katharine Bontecou Memorial Charitable Trust's EIN?
Katharine Bontecou Memorial Charitable Trust's EIN (Employer Identification Number) is 14-6199874. 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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