Richard & Barbara Coleman Charitable Tr

PITTSFORD, NY EIN: 47-6425154

Richard & Barbara Coleman Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSFORD, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $86K. Net investment income was $119K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+1.0% YoY

Annual Giving

$86K

-2.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$86K

-2.9% YoY

Under IRS private-foundation payout rules, Richard & Barbara Coleman Charitable Tr reported a distributable amount of $89K for 2024 — the minimum it must pay out in qualifying distributions.

About Richard & Barbara Coleman Charitable Tr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $440K (100%)

States

New York

Cities

Rochester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,112,810	$1,101,956	$1,104,528
Revenue	$131,143	$113,914	$38,964
Expenses	$120,048	$116,214	$130,007
Qualifying Distributions	$105,603	$105,654	$118,328
Net Investment Income	$119,207	$103,188	$25,500
Distributable Amount	$88,974	$83,375	$86,971

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Rochester ($86,449).

Recipient	Purpose	Amount
UNIVERSITY OF ROCHESTER ROCHESTER, NY	MEDICAL RESEARCH	$86,449

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Canandaigua National Bk Trust Co	Co-Trustee	1	$19,456
Nancy A McKinley ESQ	Co-Trustee	1	$10,050

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Richard & Barbara Coleman Charitable Tr?

Richard & Barbara Coleman Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSFORD, NY. It holds $1.1M in total assets as of 2024.

How large is Richard & Barbara Coleman Charitable Tr?

As of 2024, Richard & Barbara Coleman Charitable Tr holds $1.1M in total assets with $131K in annual revenue. It awarded 1 grants totaling $86K in 2024.

Where does Richard & Barbara Coleman Charitable Tr operate?

Richard & Barbara Coleman Charitable Tr has awarded grants in New York.

What size grants does Richard & Barbara Coleman Charitable Tr award?

In 2024, Richard & Barbara Coleman Charitable Tr awarded 1 grants totaling $86K — an average of about $86K per grant, based on its IRS Form 990 filings.

How much is Richard & Barbara Coleman Charitable Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Richard & Barbara Coleman Charitable Tr reported a distributable amount of $89K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.