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
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.
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
Among its reported 2024 grants, the largest include Ohr Naava ($54,000), Kollel Shas Yiden ($42,000), Kollel Avrechim of Brooklyn ($36,000).
| 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 |
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
Frequently Asked Questions
What does S O Charitable Trust fund?
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.
How do I apply for a grant from S O Charitable Trust?
**Grant Activity:** • Total giving: $365,036 (most recent filing) • Typical grant range: $536 to $242,000 • Average grant amount and median grant amount data available in IRS Form 990 filings **Recent Filings:** The foundation has filed Form 990s for tax years 2024, 2023, 2022, 2021, and 2019.
Where does S O Charitable Trust make grants?
The trust's grantmaking focuses primarily on: • New York • New Jersey • Florida
What size grants does S O Charitable Trust award?
In 2024, S O Charitable Trust awarded 23 grants totaling $365K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is S O Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, S O Charitable Trust reported a distributable amount of $431K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in S O Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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