Rose M Badgeley Charitable Trust 10-214890
The Rose M Badgeley Charitable Trust is a private foundation based in New York City, established in 1976. The trust operates as an independent foundation with a single employee and is administered by HSBC Bank USA as trustee. The organization distributes grants to nonprofit organizations across multiple sectors aligned with charitable, educational, scientific, and health-related purposes.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$21.8M
+4.3% YoY
Annual Giving
$1.9M
-43.0% YoY
Grant Count
38
-32.1% YoY
Avg Grant Size
$50K
-16.0% YoY
Under IRS private-foundation payout rules, Rose M Badgeley Charitable Trust 10-214890 reported a distributable amount of $1.7M for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust provides support for religious, charitable, scientific, literary, and educational purposes. Specific focus areas include:
- Education
- Health and medical research
- Medical and hospital care
- Diseases and conditions
- Mental and behavioral disorders
- Alcoholism treatment and prevention
- Human services
- Philanthropy, voluntarism, and grantmaking
The trust's scope encompasses support for the benefit and cure of alcoholism, general education, medical and scientific research and education, and medical and hospital care.
Grantmaking
The trust awards grants under several categories including General Charitable Purposes, Program Support, and General Support.
Grant Range
$30,000–$50,000
Grant Types
Ready to take the next step with Rose M Badgeley Charitable Trust 10-214890?
Geographic Focus
Where this funder awards grants
The trust primarily supports initiatives in New York and Connecticut, with additional funding extending to other states including California, Illinois, and Indiana.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2025):
- Total assets: $21,787,180
- Total revenues: $3,135,288
- Total expenses: $2,200,737
- Giving rate: 8.8%–9.2% of assets
Historical Giving Trends:
| Year | Total Assets | Total Giving | Number of Grants | Median Grant |
|---|---|---|---|---|
| 2025 | $21.8M | $1.9M | 38 | $30K–$50K |
| 2024 | $20.9M | $3.4M | 56 | $50K |
| 2023 | $22.5M | $1.7M | 45 | $38K |
| 2022 | $23.2M | $913K | 15 | $50K |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $21,787,180 | $20,891,652 | $22,531,418 |
| Revenue | $3,135,288 | $1,985,648 | $1,300,278 |
| Expenses | $2,200,737 | $3,571,503 | $1,970,030 |
| Qualifying Distributions | $1,959,484 | $3,398,005 | $1,763,089 |
| Net Investment Income | $2,946,754 | $1,814,679 | $1,115,886 |
| Distributable Amount | $1,662,712 | $1,463,468 | $1,529,941 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
175 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Teachers College Columbia University ($175,000), Playworks Education Energized ($160,000), Bridging Access to Care Inc ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANSONIA MUSIC OUTREACH NEW YORK, NY | GENERAL CHARITABLE PURPOSES | $30,000 |
| SEARCH AND CARE BROOKLYN, NY | GENERAL CHARITABLE PURPOSES | $35,000 |
| EDUCATION THROUGH MUSIC INC NEW YORK, NY | GENERAL CHARITABLE | $50,000 |
| ST MARY'S FOUNDATION FOR CHILDREN BAYSIDE, NY | GENERAL CHARITABLE PURPOSES | $25,000 |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT NEW YORK, NY | PROGRAM SUPPORT | $100,000 |
| FAMILY LEGAL CARE BROOKLYN, NY | GENERAL CHARITABLE PURPOSES | $30,000 |
| HARLEM EDUCATIONAL ACTIVITIES FUND IN NEW YORK, NY | GENERAL SUPPORT | $25,000 |
| FREE ARTS NYC NEW YORK, NY | GENERAL SUPPORT | $30,000 |
| RIVERDALE NEIGHBORHOOD HOUSE INC NEW YORK, NY | GENERAL SUPPORT | $15,000 |
| MANHATTAN THEATER CLUB NEW YORK, NY | GENERAL SUPPORT | $15,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Trustee: HSBC Bank USA
- Trustee Compensation: Approximately $206,412–$227,007 annually
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HSBC BANK USA | TRUSTEE | — | $227,007 |
Contact Information
Address: 66 Hudson Boulevard, New York, NY 10001
Phone: (212) 525-0561
EIN: 13-6744781
Frequently Asked Questions
What does Rose M Badgeley Charitable Trust 10-214890 fund?
The trust provides support for religious, charitable, scientific, literary, and educational purposes. Specific focus areas include: • Education • Health and medical research • Medical and hospital care • Diseases and conditions • Mental and behavioral disorders • Alcoholism treatment and prevention • Human services • Philanthropy, voluntarism, and grantmaking The trust's scope encompasses support for the benefit and cure of alcoholism, general education, medical and scientific research and educ…
How do I apply for a grant from Rose M Badgeley Charitable Trust 10-214890?
**Grant Activity:** • Total giving (2025): $1,913,333 • Number of grants (2025): 38 • Median grant size: $30,000–$50,000 • Grant range: $10,000–$200,000 **Recent Grant Examples:** • Teachers College Columbia University: $175,000 (General Support) • Bridging Access To Care: $150,000 (General Support) • Exalt Youth: $125,000 (General Charitable Purposes) • Outreach Project: $100,000 (General Charitable Purpose) **Grant Types:** The trust awards grants under several categories including General Ch…
Where does Rose M Badgeley Charitable Trust 10-214890 make grants?
The trust primarily supports initiatives in New York and Connecticut, with additional funding extending to other states including California, Illinois, and Indiana.
What size grants does Rose M Badgeley Charitable Trust 10-214890 award?
In 2025, Rose M Badgeley Charitable Trust 10-214890 awarded 38 grants totaling $1.9M — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Rose M Badgeley Charitable Trust 10-214890 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Rose M Badgeley Charitable Trust 10-214890 reported a distributable amount of $1.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Rose M Badgeley Charitable Trust 10-214890's EIN?
Rose M Badgeley Charitable Trust 10-214890's EIN (Employer Identification Number) is 13-6744781. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Rose M Badgeley Charitable Trust 10-214890's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
The Reich Family Charitable Trust
BROOKLYN, NY
Assets
$689K
Grants
1
Total Given
$453K
Launa Beuhler Foundation for
BROOKLYN, NY
Assets
$2K
Grants
4
Total Given
$20K
The Hilary Grace Foundation Inc
EAST AMHERST, NY
Assets
$126K
Grants
2
Total Given
$36K
Uw E J Madden Mem Open Hearts Club 10-214880
NEW YORK, NY
Assets
$1.3M
Grants
1
Total Given
$307K
Hindy's Foundation
BROOKLYN, NY
Assets
$142K
Grants
8
Total Given
$225K
Jeanne & Thomas Hardy Family Foundation
NEW YORK, NY
Assets
$3K
Grants
3
Total Given
$3K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Rose M Badgeley Charitable Trust 10-214890 on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Rose M Badgeley Charitable Trust 10-214890 to a real strategy.