Mary H Bailey Char Tr FD-Char Tr

Private foundation · Grantmaker Pittsburgh, PA EIN: 23-6793326

Mary H Bailey Char Tr FD-Char Tr is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $641K in total assets. In 2025, it awarded 4 grants totaling $23K. Net investment income was $29K.

Key facts about Mary H Bailey Char Tr FD-Char Tr

In short: Mary H Bailey Char Tr FD-Char Tr gave $23K across 4 grants in 2025 (avg $6K), top state Virginia. Source: 2025 IRS Form 990-PF.

EIN
23-6793326
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$23,000
Grants made (2025)
4
Average grant
$5,750
Median grant
$6,079
Total assets
$640,568
Primary geography
Virginia (38% 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

$641K

+0.3% YoY

Annual Giving

$23K

-23.3% YoY

Grant Count

4

-42.9% YoY

Avg Grant Size

$6K

+34.2% YoY

Under IRS private-foundation payout rules, Mary H Bailey Char Tr FD-Char Tr reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.

How Mary H Bailey Char Tr FD-Char Tr gives

  • Giving fell 43% from 2022 to 2025. Method
  • In 2025 it paid out 75% 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

9states

Share of all 4 itemized 2025 grant dollars.

Cities

NewarkSalisburyDoverAllentownAstonChestertownChmabersburgDoylestownGreensboroLexingtonMaconMount BerryNew CastleNewberryOronoWinchester

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K4 grants20214 grants20225 grants20237 grants20244 grants2025

From 2021 to 2025, annual grant giving ranged from $23K (2025) to $40K (2022). In 2025 it made 4 grants totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Shenandoah University: $9KShenandoah University$9KBerry College: $7KBerry College$7KWilmington University: $5KWilmington University$5KUniversity of Maine: $2KUniversity of Maine$2K

The largest 2025 recipient was Shenandoah University ($9K). Together the top 4 received $23K.

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 24 grants of 24 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Shenandoah University Winchester, VAScholarships$8,842
Berry College Mount Berry, GAScholarships$7,184
Wilmington University New Castle, DEScholarships$4,974
University of Maine Orono, MEScholarships$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K20212022202320242025
Metric202520242023
Total Assets$640,568$638,958$664,723
Revenue$38,311$19,535$67,664
Expenses$38,824$45,287$48,578
Qualifying Distributions$29,764$35,719$39,189
Net Investment Income$28,731$10,956$59,280
Distributable Amount$39,894$35,468$33,551

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Mary H Bailey Char Tr FD-Char Tr's only listed officer is BNY Mellon N A, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • BNY Mellon N A

    Trustee

    On filings since 2021

    1 hr/week

    $12K (2021) → $15K (2025)

Data from IRS Form 990 filings, 2021–2025. "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

BNY Mellon N a — Trustee: $15KBNY Mellon N aTrustee$15K

The highest reported compensation on the 2025 filing was $15K, to BNY Mellon N a (Trustee).

Frequently asked questions about Mary H Bailey Char Tr FD-Char Tr

How much does Mary H Bailey Char Tr FD-Char Tr give each year?

Mary H Bailey Char Tr FD-Char Tr gave $23K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 7 grants.

What is Mary H Bailey Char Tr FD-Char Tr's typical grant size?

Mary H Bailey Char Tr FD-Char Tr's median grant in 2025 was $6,079, and its average grant was $5,750, across 4 grants on its 2025 IRS Form 990-PF.

Where does Mary H Bailey Char Tr FD-Char Tr give grants?

Mary H Bailey Char Tr FD-Char Tr's top state is Virginia, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Georgia (31%) and Delaware (22%).

Does Mary H Bailey Char Tr FD-Char Tr give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Mary H Bailey Char Tr FD-Char Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (4 grants).

How large is Mary H Bailey Char Tr FD-Char Tr?

Mary H Bailey Char Tr FD-Char Tr reported $641K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).

What is Mary H Bailey Char Tr FD-Char Tr's EIN?

Mary H Bailey Char Tr FD-Char Tr's EIN (Employer Identification Number) is 23-6793326. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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