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
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
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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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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