Lombardi Paul J Char Trust
Lombardi Paul J Char Trust is a private foundation, based in Pennington, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $620K in total assets. In 2025, it awarded 1 grant totaling $26K. Net investment income was $51K.
Key facts about Lombardi Paul J Char Trust
In short: Lombardi Paul J Char Trust gave $26K across 1 grant in 2025 (avg $26K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- EIN
- 01-0580707
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $26,141
- Grants made (2025)
- 1
- Average grant
- $26,141
- Median grant
- $26,141
- Total assets
- $619,692
- Primary geography
- New Jersey (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$620K
+3.3% YoY
Annual Giving
$26K
+9.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$26K
+9.4% YoY
Under IRS private-foundation payout rules, Lombardi Paul J Char Trust reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
How Lombardi Paul J Char Trust gives
- Giving held roughly steady from 2022 to 2025 (+15%). Method
- In 2025 it paid out 92% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $4K (2021) to $26K (2025). In 2025 it made 1 grant totaling $26K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was St Peter's Foundation ($26K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Peter's Foundation New Brunswick, NJ | Unrestricted General | $26,141 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $619,692 | $599,616 | $624,002 |
| Revenue | $57,299 | $9,741 | $-722 |
| Expenses | $37,217 | $34,141 | $34,286 |
| Qualifying Distributions | $30,409 | $29,806 | $30,240 |
| Net Investment Income | $50,673 | $11,651 | $10,345 |
| Distributable Amount | $33,018 | $32,063 | $29,546 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Lombardi Paul J Char Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America N A
Co-Trustee
Co-Trustee → Trustee, 2020
Trustee → Co-Trustee, 2024
On filings since 2019
2 hrs/week
$8K (2019) → $9K (2025)
Jean Duffy
Co-Trustee
On filings since 2019
2 hrs/week
$2K (2019) → $2K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $9K, to Bank of America N a (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Lombardi Paul J Char Trust
How much does Lombardi Paul J Char Trust give each year?
Lombardi Paul J Char Trust gave $26K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 1 grant.
How large is Lombardi Paul J Char Trust?
Lombardi Paul J Char Trust reported $620K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $33K (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 Lombardi Paul J Char Trust operate?
Lombardi Paul J Char Trust has awarded grants in New Jersey, Tennessee.
What is Lombardi Paul J Char Trust's EIN?
Lombardi Paul J Char Trust's EIN (Employer Identification Number) is 01-0580707. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Lombardi Paul J Char Trust by hand.
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