PD Charitable Trust
PD Charitable Trust is a private foundation based in Vero Beach, Florida. In 2025, it awarded grants to charitable organizations in Florida and other states, including organizations working in education, environmental conservation, food assistance, and services for children and families.
PD Charitable Trust at a glance
In short: PD Charitable Trust gave $301K across 44 grants in 2025 (avg $7K), top state Florida. 43% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $300,850
- +49.2% vs 2024
- Grants made (2025)
- 44
- +37.5% vs 2024
- Average grant
- $6,838
- +8.5% vs 2024
- Median grant
- $5,000
- Total assets
- $3,065,039
- -15.9% vs 2024
- New grantees (estimate)
- 43% first-time grantees (19 of 44, 2025)
- Primary geography
- Florida (41% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to PD Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 5099 Hwy A1A Ste 3, Vero Beach, FL 32963
Phone: (203) 521-5803
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who PD Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Williamson College of the Trades ($30K). Together the top 10 received $155K.
Grant Size Distribution
159 grants across all recorded years
The most common grant size was under $50K: 157 grants of 159 (99%).
Geographic Focus
Where this funder awards grants
In 2025, 41% of grant dollars went to recipients in Florida, 23% to Pennsylvania, 12% to Vermont, and 5% each to Connecticut and New York.
Grant Distribution by State
Share of 2025 grant dollars across all 44 itemized grants.
States
Cities
Is PD Charitable Trust open to new grantees?
43%
first-time grantees, 2025
In 2025, 19 of 44 grantees (43%) were first-time recipients. First grants averaged $6K; repeat grants $8K. How we count
Medians: $5K first-time, $5K repeat.
- 52% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 186% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $202K (2024) to $301K (2025). In 2025 it made 44 grants totaling $301K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Williamson College of the Trades Media, PA | Furtherance of the Organization's Purpose | $30,000 |
| Pennypack Ecological Restoration Trust Huntingdon Valley, PA | Furtherance of the Organization's Purpose | $25,000 |
| The Brandon Area Food Shelf Brandon, VT | Furtherance of the Organization's Purpose | $20,000 |
| Food Pantry of IRC Vero Beach, FL | Furtherance of the Organization's Purpose | $15,000 |
| New Beginnings Family Academy Bridgeport, CT | Furtherance of the Organization's Purpose | $15,000 |
| Children's Home Society of Florida Orlando, FL | Furtherance of the Organization's Purpose | $10,000 |
| Harlem Children's Zone New York, NY | Furtherance of the Organization's Purpose | $10,000 |
| Hibiscis Children's Center Jensen Beach, FL | Furtherance of the Organization's Purpose | $10,000 |
| Little Birthday Angels Vero Beach, FL | Furtherance of the Organization's Purpose | $10,000 |
| Octavian Village Vero Beach, FL | Furtherance of the Organization's Purpose | $10,000 |
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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 | $3,065,039 | $-259,330 | $318,005 | $300,850 | 44 | $302,793 | $121,175 | $162,646 |
| 2024 | $3,645,574 | $123,959 | $227,126 | $201,700 | 32 | $204,513 | $108,587 | $168,548 |
| 2023 | $3,749,190 | $-270,287 | $392,972 | $213,500 | 27 | $216,513 | $44,651 | $190,806 |
| 2022 | $4,280,435 | $269,153 | $344,212 | $296,250 | 26 | $296,250 | $266,053 | $210,952 |
| 2021 | $4,757,712 | $315,011 | $367,783 | $283,500 | 30 | $307,022 | $203,811 | $224,346 |
| 2020 | $4,664,826 | $33,533 | $214,473 | $205,000 | 21 | — | $118,700 | $318,305 |
Under IRS private-foundation payout rules, PD Charitable Trust reported a distributable amount of $163K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grantees included organizations with varied missions: Williamson College of the Trades says it prepares young men to be leaders and productive members of society; Pennypack Ecological Restoration Trust says it works to protect, restore, and preserve the lands of the Central Pennypack Creek Valley; and New Beginnings Family Academy says it provides experience-based education to develop students’ social, emotional, and critical-thinking skills.
Other 2025 grantees describe missions that include supporting adults affected by domestic violence and their children (SafeSpace), providing birthday parties for homeless children on Florida’s Treasure Coast (Little Birthday Angels), and conserving lands and waters (The Nature Conservancy). These are the grantees’ stated missions, not stated priorities of the trust.
Grantmaking
In filing year 2025, the trust reported 44 grants totaling $300,850. Grant amounts ranged from $100 to $30,000, with a median of $5,000. Its largest awards included Williamson College of the Trades ($30,000), Pennypack Ecological Restoration Trust ($25,000), The Brandon Area Food Shelf ($20,000), Food Pantry of IRC ($15,000), and New Beginnings Family Academy ($15,000). The reported purpose for these grants was “furtherance of the organization’s purpose.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Peter Dartley and Karen Dartley as trustees.
PD Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Karen Dartley
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Peter Dartley
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about PD Charitable Trust
How much does PD Charitable Trust give each year?
PD Charitable Trust gave $301K across 44 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $202K across 32 grants.
What is PD Charitable Trust's typical grant size?
PD Charitable Trust's median grant in 2025 was $5,000, and its average grant was $6,838, across 44 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from PD Charitable Trust that year got $6K on average.
Where does PD Charitable Trust give grants?
PD Charitable Trust's top state is Florida, with 41% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Pennsylvania (23%) and Vermont (12%). The most frequent recipient cities were Vero Beach, FL (15 grants), Ludlow, VT (3 grants), Brandon, VT (2 grants) and New York, NY (2 grants).
Does PD Charitable Trust give general operating support?
Not in 2025: none of the 44 grants with a stated purpose on PD Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Furtherance of the Organization's Purpose" (44 grants).
Who are PD Charitable Trust's largest grantees?
PD Charitable Trust's largest 2025 grantees include Williamson College of the Trades ($30,000), Pennypack Ecological Restoration Trust ($25,000) and The Brandon Area Food Shelf ($20,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
How large is PD Charitable Trust?
PD Charitable Trust reported $3.1M in total assets on its 2025 IRS Form 990-PF. It paid out $303K in qualifying distributions that year, against a required minimum of $163K (roughly 5% of its investment assets).
What does PD Charitable Trust fund?
No mission statement for the trust is provided. See mission & focus areas ↑
How do I apply for a grant from PD Charitable Trust?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does PD Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in PD Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). PD Charitable Trust funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/pd-charitable-trust-morg_b48b0eb1042141af8ab6bfe75f1839aa
BibTeX
@misc{grantable_133405097_2026,
author = {{Grantable}},
title = {{PD Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/pd-charitable-trust-morg_b48b0eb1042141af8ab6bfe75f1839aa},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from PD Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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