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.
Lombardi Paul J Char Trust at a glance
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.
- Annual giving (2025)
- $26,141
- +9.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $26,141
- +9.4% vs 2024
- Median grant
- $26,141
- Total assets
- $619,692
- +3.3% vs 2024
- Primary geography
- New Jersey (100% 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 Lombardi Paul J Char Trust funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Peter's Foundation New Brunswick, NJ | Unrestricted General | $26,141 |
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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 | $619,692 | $57,299 | $37,217 | $26,141 | 1 | $30,409 | $50,673 | $33,018 |
| 2024 | $599,616 | $9,741 | $34,141 | $23,884 | 1 | $29,806 | $11,651 | $32,063 |
| 2023 | $624,002 | $-722 | $34,286 | $24,578 | 1 | $30,240 | $10,345 | $29,546 |
| 2022 | $659,202 | $-15,058 | $39,056 | $22,782 | 1 | $29,123 | $6,913 | $30,919 |
| 2021 | $713,285 | $216,770 | $17,180 | $4,407 | 1 | $11,823 | $211,738 | $32,514 |
| 2020 | $513,732 | $26,882 | $20,022 | $9,673 | 1 | — | $22,545 | $29,169 |
| 2019 | $506,870 | $14,982 | $25,499 | $15,419 | 1 | — | $12,909 | $28,699 |
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.
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.
Data update history
(3)
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
Live grants for the work Lombardi Paul J Char Trust funds
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