Lombardi Paul J Char Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $600K in total assets. In 2024, it awarded 1 grants totaling $24K. Net investment income was $12K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$600K
-3.9% YoY
Annual Giving
$24K
-2.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$24K
-2.8% YoY
About Lombardi Paul J Char Trust
Based on IRS filings
Lombardi Paul J Char Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $600K in total assets. In 2024, it awarded 1 grants totaling $24K. Net investment income was $12K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $599,616 | $624,002 | $659,202 |
| Revenue | $9,741 | $-722 | $-15,058 |
| Expenses | $34,141 | $34,286 | $39,056 |
| Qualifying Distributions | $29,806 | $30,240 | $29,123 |
| Net Investment Income | $11,651 | $10,345 | $6,913 |
| Distributable Amount | $32,063 | $29,546 | $30,919 |
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 .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JEAN DUFFY | CO-TRUSTEE | 2 | $1,550 |
| BANK OF AMERICA N A | CO-TRUSTEE | 2 | $8,320 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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