Richard & Barbara Coleman Charitable Tr
Richard & Barbara Coleman Charitable Tr is a private foundation, based in Pittsford, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $95K. Net investment income was $116K.
Richard & Barbara Coleman Charitable Tr at a glance
In short: Richard & Barbara Coleman Charitable Tr gave $95K across 1 grant in 2025 (avg $95K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $95,293
- +10.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $95,293
- +10.2% vs 2024
- Median grant
- $95,293
- Total assets
- $1,112,799
- -0.0% vs 2024
- Primary geography
- New York (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 Richard & Barbara Coleman Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Rochester ($95K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 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 Richard & Barbara Coleman Charitable Tr gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 119% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $82K (2020) to $98K (2022). In 2025 it made 1 grant totaling $95K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Rochester Rochester, NY | Medical Research | $95,293 |
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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 | $1,112,799 | $128,491 | $128,268 | $95,293 | 1 | $114,956 | $116,230 | $96,494 |
| 2024 | $1,112,810 | $131,143 | $120,048 | $86,449 | 1 | $105,603 | $119,207 | $88,974 |
| 2023 | $1,101,956 | $113,914 | $116,214 | $89,037 | 1 | $105,654 | $103,188 | $83,375 |
| 2022 | $1,104,528 | $38,964 | $130,007 | $98,282 | 1 | $118,328 | $25,500 | $86,971 |
| 2021 | $1,196,021 | $73,919 | $112,454 | $83,473 | 1 | $101,257 | $63,030 | $95,615 |
| 2020 | $1,234,634 | $22,166 | $109,134 | $82,300 | 1 | — | $23,327 | $81,897 |
Under IRS private-foundation payout rules, Richard & Barbara Coleman Charitable Tr reported a distributable amount of $96K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Richard & Barbara Coleman Charitable Tr's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Canandaigua National Bk Trust Co
Co-Trustee
On filings since 2020
1 hr/week
$19K (2020) → $20K (2025)
Nancy A McKinley Esq.
Co-Trustee
On filings since 2024
1 hr/week
$10K (2024) → $10K (2025)
Former officers (1)
- Former: David E Anderson (2020–2023) — Co-Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $20K, to Canandaigua National Bk Trust Co (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Richard & Barbara Coleman Charitable Tr
How much does Richard & Barbara Coleman Charitable Tr give each year?
Richard & Barbara Coleman Charitable Tr gave $95K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $86K across 1 grant.
How large is Richard & Barbara Coleman Charitable Tr?
Richard & Barbara Coleman Charitable Tr reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $115K in qualifying distributions that year, against a required minimum of $96K (roughly 5% of its investment assets).
Where does Richard & Barbara Coleman Charitable Tr operate?
Richard & Barbara Coleman Charitable Tr has awarded grants in New York.
What is Richard & Barbara Coleman Charitable Tr's EIN?
Richard & Barbara Coleman Charitable Tr's EIN (Employer Identification Number) is 47-6425154. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 17, 2026)
- IRS filings on file for fiscal years 2020–2025
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