Rose M Badgeley Charitable Trust 10-214890
Rose M Badgeley Charitable Trust 10-214890 is a private foundation based in New York, NY. Its 2026 filing reports 50 grants totaling $2,135,200, with nearly all grant dollars going to recipients in New York.
Key facts about Rose M Badgeley Charitable Trust 10-214890
In short: Rose M Badgeley Charitable Trust 10-214890 gave $2.1M across 50 grants in 2026 (avg $43K), mostly in New York. 42% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- EIN
- 13-6744781
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $2,135,200
- Grants made (2026)
- 50
- Average grant
- $42,704
- Median grant
- $37,500
- New grantees (estimate)
- 42% first-time grantees (21 of 50, 2026)
- Total assets
- $21,332,886
- Primary geography
- New York (97% of itemized 2026 grant dollars)
- How to apply
- The 2025 filing describes submission by email or regular U.S. Full details ↓
- Deadline
- The stated application period was December 1, 2024–March 15, 2025.
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$21.3M
-2.1% YoY
Annual Giving
$2.1M
+11.6% YoY
Grant Count
50
+31.6% YoY
Avg Grant Size
$43K
-15.2% YoY
Under IRS private-foundation payout rules, Rose M Badgeley Charitable Trust 10-214890 reported a distributable amount of $1.8M for 2026 — the minimum it must pay out in qualifying distributions.
Is Rose M Badgeley Charitable Trust 10-214890 open to new grantees?
42%
first-time grantees, 2026
In 2026, 21 of 50 grantees (42%) were first-time recipients. First grants averaged $44K; repeat grants $42K. How we count
Medians: $45K first-time, $35K repeat.
- 18% of 2026 grantees were also funded in 2025. Method
- Giving grew 24% from 2023 to 2026. Method
- In 2026 it paid out 118% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The available filing information does not state the foundation’s own mission. Its 2026 grants went to organizations with varied activities. For example, Service Program for Older People describes its mission as enhancing older adults’ quality of life and independent living through mental health and supportive services, advocacy, and education. Extreme Kids and Crew says it creates community and play opportunities for neurodivergent youth and their families. Roswell Park Alliance Foundation says it supports cancer research, treatment, prevention, and the psychosocial needs of patients and families.
Other 2026 recipients include New York Blood Center, Yeshiva University, Partnership to End Addiction, Roundabout Theatre Company, and Concerts in Motion. Their stated missions or activities include blood-center services, education and research, support for families affected by addiction, theatre, and concerts for people who are homebound, hospitalized, or otherwise isolated.
Grantmaking
In 2026, the foundation awarded 50 grants totaling $2,135,200. Grants ranged from $12,500 to $150,000, with a median of $37,500. The largest awards included $150,000 to Lupus Research Institute, $120,000 to Service Program for Older People, $100,000 to Cathedral Church of St John, and $80,000 to Extreme Kids and Crew. Other notable awards included $66,000 to New York Blood Center and $65,000 to Reflection House.
The foundation’s 2025 filing states that it does not restrict giving to preselected organizations. It lists submission by email or regular U.S. mail, with Jaimee S Storck as the contact. It also states that it makes no grants to individuals, for general operating costs, or in amounts below $25,000.
Review Cycle
The stated application period was December 1, 2024–March 15, 2025. This is a past cycle.
How to Apply
The 2025 filing describes submission by email or regular U.S. mail; contact Jaimee S Storck. The filing states that giving is not restricted to preselected organizations.
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Geographic Focus
Where this funder awards grants
In 2026, 97% of grant dollars went to recipients in New York and 3% to recipients in Maryland.
Grant Distribution by State
Share of 2026 grant dollars across all 50 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $778K (2021) to $3.4M (2024). In 2026 it made 50 grants totaling $2.1M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Lupus Research Institute ($150K). Together the top 10 received $788K.
Grant Size Distribution
204 grants across all recorded years
The most common grant size was under $50K: 108 grants of 204 (53%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lupus Research Institute New York, NY | General Charitable Purposes | $150,000 |
| Service Program for Older People New York, NY | General Charitable Purpose | $120,000 |
| Cathedral Church of St John New York, NY | General Charitable Purposes | $100,000 |
| Extreme Kids and Crew Inc New York, NY | General Charitable Purposes | $80,000 |
| New York Blood Center New York, NY | General Charitable Purposes | $66,000 |
| Reflection House Inc Oakland, MD | General Charitable Purposes | $65,000 |
| Green-Wood Historic Fund New York, NY | General Charitable Purposes | $55,000 |
| Yeshiva University New York, NY | General Charitable Purposes | $51,700 |
| St Luke's Arts Education New York, NY | General Charitable Purposes | $50,000 |
| East Harlem Tutorial New York, NY | General Charitable Purposes | $50,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2026 | $21,332,886 | $1,848,795 | $2,399,384 | $2,135,200 (50 grants) |
| 2025 | $21,787,180 | $3,135,288 | $2,200,737 | $1,913,333 (38 grants) |
| 2024 | $20,891,652 | $1,985,648 | $3,571,503 | $3,355,973 (56 grants) |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $21,332,886 | $21,787,180 | $20,891,652 |
| Revenue | $1,848,795 | $3,135,288 | $1,985,648 |
| Expenses | $2,399,384 | $2,200,737 | $3,571,503 |
| Qualifying Distributions | $2,184,389 | $1,959,484 | $3,398,005 |
| Net Investment Income | $1,645,212 | $2,946,754 | $1,814,679 |
| Distributable Amount | $1,845,113 | $1,662,712 | $1,463,468 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
HSBC Bank USA is listed as trustee on the 2026 filing.
Rose M Badgeley Charitable Trust 10-214890's only listed officer is Hsbc Bank USA, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Hsbc Bank USA
Trustee
On filings since 2021
$202K (2021) → $242K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $242K, to HSBC Bank USA (Trustee).
Contact
Application contact: Jaimee S Storck
Mailing address: 452 Fifth Ave 6Th Floor, New York, NY 10018
Phone: (212) 525-6968
Frequently asked questions about Rose M Badgeley Charitable Trust 10-214890
How much does Rose M Badgeley Charitable Trust 10-214890 give each year?
Rose M Badgeley Charitable Trust 10-214890 gave $2.1M across 50 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $1.9M across 38 grants.
What is Rose M Badgeley Charitable Trust 10-214890's typical grant size?
Rose M Badgeley Charitable Trust 10-214890's median grant in 2026 was $37,500, and its average grant was $42,704, across 50 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Rose M Badgeley Charitable Trust 10-214890 that year got $44K on average.
Where does Rose M Badgeley Charitable Trust 10-214890 give grants?
Rose M Badgeley Charitable Trust 10-214890 gives mostly in New York: 97% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (35 grants), Brooklyn, NY (6 grants) and Bronx, NY (3 grants).
Does Rose M Badgeley Charitable Trust 10-214890 give general operating support?
Yes: 98% of Rose M Badgeley Charitable Trust 10-214890's 2026 grants with a stated purpose (49 of 50) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Rose M Badgeley Charitable Trust 10-214890's largest grantees?
Rose M Badgeley Charitable Trust 10-214890's largest 2026 grantees include Lupus Research Institute ($150,000), Service Program for Older People ($120,000) and Cathedral Church of St John ($100,000), according to its 2026 IRS Form 990-PF. Together they received 17% of its itemized 2026 grant dollars.
How large is Rose M Badgeley Charitable Trust 10-214890?
Rose M Badgeley Charitable Trust 10-214890 reported $21.3M in total assets on its 2026 IRS Form 990-PF. It paid out $2.2M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets).
What does Rose M Badgeley Charitable Trust 10-214890 fund?
The available filing information does not state the foundation’s own mission. Its 2026 grants went to organizations with varied activities. See mission & focus areas ↑
How do I apply for a grant from Rose M Badgeley Charitable Trust 10-214890?
The 2025 filing describes submission by email or regular U.S. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Rose M Badgeley Charitable Trust 10-214890 by hand.
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