Katharine Bontecou Memorial Charitable Trust
Katharine Bontecou Memorial Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$450K
+1.5% YoY
Annual Giving
$50K
+0.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$10K
+0.0% YoY
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.
About Katharine Bontecou Memorial Charitable Trust
Based on IRS filings
Katharine Bontecou Memorial Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
Ready to take the next step with Katharine Bontecou Memorial Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $450,055 | $443,200 | $400,402 |
| Revenue | $25,122 | $158,577 | $27,620 |
| Expenses | $68,267 | $65,779 | $65,066 |
| Qualifying Distributions | $68,267 | $65,779 | $65,066 |
| Net Investment Income | $6,855 | $142,798 | $12,554 |
| Distributable Amount | $62,405 | $59,106 | $52,808 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Harlem Valley Rail Trail Association ($23,000), Dutchess Land Conservancy ($16,000), South Kingstown Land Trust ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BERKSHIRE TACONIC COMMUNITY FOUNDATION GREAT BARRINGTON, MA | CHARITABLE | $1,500 |
| SOUTH KINGSTOWN LAND TRUST WAKEFIELD, RI | CHARITABLE | $7,000 |
| DUTCHESS LAND CONSERVANCY MILLBROOK, NY | CHARITABLE | $16,000 |
| MILLBROOK EDUCATION FOUNDATION MILLBROOK, NY | CHARITABLE | $2,500 |
| HARLEM VALLEY RAIL TRAIL ASSOCIATION MILLERTON, NY | CHARITABLE | $23,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN MILLER | TRUSTEE | 5 | $1,521 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Katharine Bontecou Memorial Charitable Trust?
Katharine Bontecou Memorial Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SUNSET BEACH, NC. It holds $450K in total assets as of 2025.
How large is Katharine Bontecou Memorial Charitable Trust?
As of 2025, Katharine Bontecou Memorial Charitable Trust holds $450K in total assets with $25K in annual revenue. It awarded 5 grants totaling $50K in 2025.
Where does Katharine Bontecou Memorial Charitable Trust operate?
Katharine Bontecou Memorial Charitable Trust has awarded grants in Massachusetts, New York, Rhode Island.
What size grants does Katharine Bontecou Memorial Charitable Trust award?
In 2025, Katharine Bontecou Memorial Charitable Trust awarded 5 grants totaling $50K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Katharine Bontecou Memorial Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Katharine Bontecou Memorial Charitable Trust reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Katharine Bontecou Memorial Charitable Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
The Hillbrook Gkp Iii Foundation Inc
GREENSBORO, NC
Assets
$32K
Grants
1
Total Given
$2K
Rotary Club of Salisbury Charities
SALISBURY, NC
Assets
$39K
Grants
1
Total Given
$50K
Ihope Foundation
GREENSBORO, NC
Assets
$10K
Grants
1
Total Given
$20K
Flow Foundation Inc
WINSTONSALEM, NC
Assets
$395K
Grants
53
Total Given
$1.5M
Orange County Partnership for Young
HILLSBOROUGH, NC
Assets
$477K
Grants
18
Total Given
$2.1M
North Carolina Baptist Hospital
WINSTONSALEM, NC
Assets
$2.8B
Grants
17
Total Given
$634K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Katharine Bontecou Memorial Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Katharine Bontecou Memorial Charitable Trust to a real strategy.