Lydia Collins Deforest Char Tr Uw
The Lydia Collins DeForest Charitable Trust is a private independent foundation established in 2002 in New Jersey and currently based in Dallas, Texas. The trust operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic grantmaking across multiple social sectors.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$12.0M
+3.7% YoY
Annual Giving
$581K
+15.3% YoY
Grant Count
18
+5.9% YoY
Avg Grant Size
$32K
+8.9% YoY
Under IRS private-foundation payout rules, Lydia Collins Deforest Char Tr Uw reported a distributable amount of $663K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust supports organizations in three primary areas:
- Services for the Visually Limited: Organizations providing services and support to individuals with visual impairments
- Religious Organizations: Churches and organizations affiliated with the Protestant Episcopal Church in the United States, as well as other religious organizations in union with or recognized by the Episcopal Church
- Social Services: Organizations providing services to those who are homeless, unemployed, or substance-dependent
Grantmaking
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Geographic Focus
Where this funder awards grants
The trust's grantmaking is primarily concentrated in New Jersey, New York, and Illinois.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $12,024,158
- Annual Giving: $581,160
- Tax Status: Required to file IRS Form 990-PF
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $12,024,158 | $11,596,184 | $11,740,774 |
| Revenue | $1,232,844 | $400,444 | $-50,843 |
| Expenses | $737,814 | $622,649 | $580,069 |
| Qualifying Distributions | $629,684 | $544,929 | $459,461 |
| Net Investment Income | $1,133,060 | $293,532 | $169,644 |
| Distributable Amount | $663,091 | $599,354 | $581,776 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
80 grants across all recorded years
Open Grants
1 open opportunity from Lydia Collins Deforest Char Tr Uw
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Community Hope Inc ($50,000), Community Soup Kitchen and Outreach Inc ($50,000), Freedom House Inc ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DIOCESE OF NEW JERSEY TRINITY CHURCH TRENTON, NJ | UNRESTRICTED GENERAL | $25,000 |
| COMMUNITY HOPE INC PARSIPPANY, NJ | UNRESTRICTED GENERAL | $50,000 |
| 180 TURNING LIVES AROUND HAZLET, NJ | UNRESTRICTED GENERAL | $25,000 |
| COMMUNITY SOUP KITCHEN AND OUTREACH INC MORRISTOWN, NJ | UNRESTRICTED GENERAL | $50,000 |
| FREEDOM HOUSE INC NEW YORK, NY | UNRESTRICTED GENERAL | $50,000 |
| WOMEN'S RIGHTS INFORMATION CENTER ENGLEWOOD, NJ | UNRESTRICTED GENERAL | $25,000 |
| TURNING POINT INC PATERSON, NJ | UNRESTRICTED GENERAL | $21,160 |
| JEWISH FAMILY SRVC AGY CENTL NJ ELIZABETH, NJ | UNRESTRICTED GENERAL | $20,000 |
| YMCA OF GREATER MONMOUTH SHREWSBURY, NJ | UNRESTRICTED GENERAL | $50,000 |
| THE BRIDGE INC IRVINGTON IRVINGTON, NJ | UNRESTRICED GENERAL SUPPORT | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | CO-TRUSTEE | 1 | $92,380 |
| JEAN F MARANO | CO-TRUSTEE | 40 | $13,840 |
| CAROLANN E CLYNES | CO-TRUSTEE | 1 | $13,840 |
Contact Information
- Address: PO Box 653067, Dallas, TX 75265-3067
- Phone: 888-866-3275
- Website: www.bankofamerica.com/philanthropic/foundation/
- EIN: 03-0433603
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Lydia Collins Deforest Char Tr Uw fund?
The trust supports organizations in three primary areas: • **Services for the Visually Limited**: Organizations providing services and support to individuals with visual impairments • **Religious Organizations**: Churches and organizations affiliated with the Protestant Episcopal Church in the United States, as well as other religious organizations in union with or recognized by the Episcopal Church • **Social Services**: Organizations providing services to those who are homeless, unemployed, o…
How do I apply for a grant from Lydia Collins Deforest Char Tr Uw?
**Grant Amounts**: Typical awards range from $12,500 to $55,000 **Annual Giving**: Total giving of $581,160 in recent fiscal year **Grant Focus Areas**: The trust's grantmaking priorities include human services, philanthropy, voluntarism, and grantmaking support
Where does Lydia Collins Deforest Char Tr Uw make grants?
The trust's grantmaking is primarily concentrated in New Jersey, New York, and Illinois.
What size grants does Lydia Collins Deforest Char Tr Uw award?
In 2025, Lydia Collins Deforest Char Tr Uw awarded 18 grants totaling $581K — an average of about $32K per grant, based on its IRS Form 990 filings.
How much is Lydia Collins Deforest Char Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Lydia Collins Deforest Char Tr Uw reported a distributable amount of $663K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lydia Collins Deforest Char Tr Uw's EIN?
Lydia Collins Deforest Char Tr Uw's EIN (Employer Identification Number) is 03-0433603. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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