Pd Charitable Trust

VERO BEACH, FL EIN: 13-3405097

Pd Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 32 grants totaling $202K. Net investment income was $109K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.6M

-2.8% YoY

Annual Giving

$202K

-5.5% YoY

Grant Count

32

+18.5% YoY

Avg Grant Size

$6K

-20.3% YoY

Under IRS private-foundation payout rules, Pd Charitable Trust reported a distributable amount of $169K for 2024 — the minimum it must pay out in qualifying distributions.

About Pd Charitable Trust

Based on IRS filings

Pd Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 32 grants totaling $202K. Net investment income was $109K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

17states
+9 more states

Cities

AmblerArlingtonAtlantaBedfordBirminghamBostonBrandonBridgeportBurlingtonCaldwellCastletonChicagoCincinnatiDecaturElkins ParkFort WashingtonGoshenHuntingdon ValleyHuntingdon VyJacksonville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$108K$216K$324K$432K20202021202220232024
Metric202420232022
Total Assets$3,645,574$3,749,190$4,280,435
Revenue$123,959$-270,287$269,153
Expenses$227,126$392,972$344,212
Qualifying Distributions$204,513$216,513$296,250
Net Investment Income$108,587$44,651$266,053
Distributable Amount$168,548$190,806$210,952

Giving Over Time

Total grant dollars and number of grants per year

$0$74K$148K$222K$296K21 grants202030 grants202126 grants202227 grants202332 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

WILLIAMSON COLLEGE OF TH…$35KPENNYPACK ECOLOGICAL RES…$25KTHE BRANDON AREA FOOD SH…$23KESBR$15KNEW BEGINNINGS FAMILY AC…$15KFOOD PANTRY OF IRC$10KHARLEM CHILDREN'S ZONE$10KTHE NATURE CONSERVANCY$10KST JUDE CHILDREN'S RESEA…$8KAMERICAN CANCER SOCIETY$5K

Grant Size Distribution

136 grants across all recorded years

134<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Williamson College of the Trades ($35,000), Pennypack Ecological Restoration Trust ($25,000), The Brandon Area Food Shelf ($22,500).

RecipientPurposeAmount
AMERICAN CANCER SOCIETY KENNESAW, GAFURTHERANCE OF THE ORGANIZATION'S PURPOSE$5,000
BLACK RIVER GOOD NEIGHBOR SERVICES INC LUDLOW, VTFURTHERANCE OF THE ORGANIZATION'S PURPOSE$5,000
BLESSED SACRAMENT ROCHESTER, NYFURTHERANCE OF THE ORGANIZATION'S PURPOSE$500
BRANDON AREA RESCUE SQUAD BRANDON, VTFURTHERANCE OF THE ORGANIZATION'S PURPOSE$2,500
CAMP THORPE GOSHEN, VTFURTHERANCE OF THE ORGANIZATION'S PURPOSE$2,500
CINCINNATI ART MUSEUM CINCINNATI, OHFURTHERANCE OF THE ORGANIZATION'S PURPOSE$2,500
ESBR LUDLOW, VTFURTHERANCE OF THE ORGANIZATION'S PURPOSE$15,000
FOOD PANTRY OF IRC VERO BEACH, FLFURTHERANCE OF THE ORGANIZATION'S PURPOSE$10,000
FOSTERCLUB SEASIDE, ORFURTHERANCE OF THE ORGANIZATION'S PURPOSE$250
HARLEM CHILDREN'S ZONE NEW YORK, NYFURTHERANCE OF THE ORGANIZATION'S PURPOSE$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PETER DARTLEYTRUSTEE5
KAREN DARTLEYTRUSTEE5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Pd Charitable Trust?

Pd Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in VERO BEACH, FL. It holds $3.6M in total assets as of 2024.

How large is Pd Charitable Trust?

As of 2024, Pd Charitable Trust holds $3.6M in total assets with $124K in annual revenue. It awarded 32 grants totaling $202K in 2024.

Where does Pd Charitable Trust operate?

Pd Charitable Trust has awarded grants in Alabama, Connecticut, Florida, Georgia, Hawaii, Illinois, Massachusetts, Maryland, Maine, New Jersey, New York, Ohio, Oregon, Pennsylvania, Tennessee, Virginia, Vermont.

What size grants does Pd Charitable Trust award?

In 2024, Pd Charitable Trust awarded 32 grants totaling $202K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Pd Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Pd Charitable Trust reported a distributable amount of $169K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Pd Charitable Trust's EIN?

Pd Charitable Trust's EIN (Employer Identification Number) is 13-3405097. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

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Related Funders

Similar funders by location and focus area

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

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