S O Charitable Trust is a private foundation based in Brooklyn, New York. Established in 2002, it operates as a 501(c)(3) organization with no employees on staff.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.1M
+1.7% YoY
Annual Giving
$365K
-56.0% YoY
Grant Count
23
+0.0% YoY
Avg Grant Size
$16K
-56.0% YoY
Mission & Focus Areas
The trust's grantmaking priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
The foundation primarily directs funding toward organizations in New York, New Jersey, and Florida.
Grantmaking
The foundation has filed Form 990s for tax years 2024, 2023, 2022, 2021, and 2019.
Grant Range
$536 to $242,000
Average Grant
amount and median grant amount data available in IRS Form 990 filings
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Geographic Focus
Where this funder awards grants
The trust's grantmaking focuses primarily on:
- New York
- New Jersey
- Florida
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving (Most Recent Filing):
- Total assets: $8,121,849
- Total giving: $365,036
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,121,849 | $7,987,849 | $8,276,610 |
| Revenue | $607,999 | $453,834 | $765,626 |
| Expenses | $386,026 | $862,025 | $1,282,397 |
| Qualifying Distributions | $365,036 | $829,500 | $1,232,200 |
| Net Investment Income | $605,749 | $236,296 | $724,999 |
| Distributable Amount | $431,292 | $469,636 | $437,403 |
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 2024
Grant Size Distribution
131 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REBECCA ROSS | TRUSTEE | 1 | — |
| CHARLES SCHARF | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Total Given
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Assets
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Total Given
$3K
Ramsleg Foundation
BRIGHTWATERS, NY
Assets
$543
Grants
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Total Given
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Druckenmiller Foundation
NEW YORK, NY
Assets
$1.8B
Grants
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Total Given
$135.7M
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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