S O Charitable Trust
S O Charitable Trust is a private foundation based in Brooklyn, New York. Its 2024 grants supported charitable organizations, including organizations whose stated work includes Torah education for women and emergency air transportation for medical and humanitarian needs.
S O Charitable Trust at a glance
In short: S O Charitable Trust gave $365K across 23 grants in 2024 (avg $16K), mostly in New York. 26% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $365,036
- -56.0% vs 2023
- Grants made (2024)
- 23
- +0.0% vs 2023
- Average grant
- $15,871
- -56.0% vs 2023
- Median grant
- $10,000
- Total assets
- $8,121,849
- +1.7% vs 2023
- New grantees (estimate)
- 26% first-time grantees (6 of 23, 2024; small sample)
- Primary geography
- New York (88% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to S O Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 3839 Flatlands Avenue 201, Brooklyn, NY 11234
Phone: (718) 436-5151
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who S O Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Ohr Naava ($54K). Together the top 10 received $298K.
Grant Size Distribution
131 grants across all recorded years
The most common grant size was under $50K: 117 grants of 131 (89%).
Geographic Focus
Where this funder awards grants
In 2024, 88% of grant dollars went to recipients in New York, 11% to recipients in New Jersey, and 1% to recipients in Florida.
Grant Distribution by State
Share of 2024 grant dollars across all 23 itemized grants.
Cities
Is S O Charitable Trust open to new grantees?
26%
first-time grantees, 2024
In 2024, 6 of 23 grantees (26%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $5K; repeat grants $20K. How we count
Medians: $1K first-time, $12K repeat.
- 57% of 2024 grantees were also funded in 2023. Method
- Giving fell 38% from 2021 to 2024. Method
- In 2024 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $365K (2024) to $1.2M (2022). In 2024 it made 23 grants totaling $365K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ohr Naava Brooklyn, NY | Payments for advancement of education and assistance to indigent families | $54,000 |
| Kollel Shas Yiden Brooklyn, NY | Payments for advancement of education and assistance to indigent families | $42,000 |
| Kollel Avrechim of Brooklyn Brooklyn, NY | Payments for advancement of education and assistance to indigent families | $36,000 |
| Hatzolah Emergency Air Response Team Inc Flushing, NY | Payments for advancement of education and assistance to indigent families | $36,000 |
| Yeshiva Shaarei Tzion West Piscataway, NJ | Payments for advancement of education and assistance to indigent families | $35,000 |
| Amidei Zion of Bobov Inc Brooklyn, NY | Payments for advancement of education and assistance to indigent families | $25,000 |
| Congregation Yeshiva Yad Moshe Brooklyn, NY | Payments for advancement of education and assistance to indigent families | $25,000 |
| Keren Matan Beseser Brooklyn, NY | Payments for advancement of education and assistance to indigent families | $20,000 |
| Yeshiva Vyelipol Brooklyn, NY | Payments for advancement of education and assistance to indigent families | $12,500 |
| United Charity Institutions of Jerusalem Monsey, NY | Payments for advancement of education and assistance to indigent families | $12,000 |
Ready to take the next step with S O Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $8,121,849 | $607,999 | $386,026 | $365,036 | 23 | $365,036 | $605,749 | $431,292 |
| 2023 | $7,987,849 | $453,834 | $862,025 | $829,500 | 23 | $829,500 | $236,296 | $469,636 |
| 2022 | $8,276,610 | $765,626 | $1,282,397 | $1,232,200 | 47 | $1,232,200 | $724,999 | $437,403 |
| 2021 | $8,793,381 | $801,519 | $624,010 | $586,500 | 38 | $586,500 | $560,516 | $363,497 |
Under IRS private-foundation payout rules, S O Charitable Trust reported a distributable amount of $431K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2024 grants went to organizations with varied stated purposes. OHR NAAVA describes its mission as providing continuing Torah education for women and opportunities to network and grow spiritually. Hatzolah Emergency Air Response Team describes its work as facilitating and funding air transportation for medical, urgent, emergency, humanitarian, disaster-relief, and other charitable needs.
Grantmaking
In 2024, the trust made 23 grants totaling $365,036. Grant amounts ranged from $536 to $54,000, with a median of $10,000.
Among its largest 2024 grants were $54,000 to OHR NAAVA, $42,000 to KOLLEL SHAS YIDEN, $36,000 each to KOLLEL AVRECHIM OF BROOKLYN and HATZOLAH EMERGENCY AIR RESPONSE TEAM, and $35,000 to YESHIVA SHAAREI TZION. The listed grant purposes were payments for the advancement of education and assistance to indigent families.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists REBECCA ROSS and CHARLES SCHARF as trustees.
S O Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Rebecca Ross
Trustee
On filings since 2021
1 hr/week
No compensation reported
Charles Scharf
Trustee
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Samuel Offen (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about S O Charitable Trust
How much does S O Charitable Trust give each year?
S O Charitable Trust gave $365K across 23 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $830K across 23 grants.
What is S O Charitable Trust's typical grant size?
S O Charitable Trust's median grant in 2024 was $10,000, and its average grant was $15,871, across 23 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from S O Charitable Trust that year got $5K on average.
Where does S O Charitable Trust give grants?
S O Charitable Trust gives mostly in New York: 88% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (11%). The most frequent recipient cities were Brooklyn, NY (14 grants), Monsey, NY (2 grants) and Lakewood, NJ (2 grants).
Does S O Charitable Trust give general operating support?
Not in 2024: none of the 23 grants with a stated purpose on S O Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support.
Who are S O Charitable Trust's largest grantees?
S O Charitable Trust's largest 2024 grantees include Ohr Naava ($54,000), Kollel Shas Yiden ($42,000) and Kollel Avrechim of Brooklyn ($36,000), according to its 2024 IRS Form 990-PF. Together they received 36% of its itemized 2024 grant dollars.
How large is S O Charitable Trust?
S O Charitable Trust reported $8.1M in total assets on its 2024 IRS Form 990-PF. It paid out $365K in qualifying distributions that year, against a required minimum of $431K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does S O Charitable Trust fund?
No mission statement for the trust is provided. Its 2024 grants went to organizations with varied stated purposes. OHR NAAVA describes its mission as providing continuing Torah education for women and opportunities to network and grow spiritually. See mission & focus areas ↑
How do I apply for a grant from S O Charitable Trust?
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is S O Charitable Trust's EIN?
S O Charitable Trust's EIN (Employer Identification Number) is 01-0617948. IRS Form 990 filing data is available on this page for 2021–2024.
Does S O Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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Cite this profile
Grantable. (2026). S O Charitable Trust funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/s-o-charitable-trust-morg_52740903d82f4e859f9ad9482a245bf1
BibTeX
@misc{grantable_010617948_2026,
author = {{Grantable}},
title = {{S O Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/s-o-charitable-trust-morg_52740903d82f4e859f9ad9482a245bf1},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from S O Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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