Sophie Bartalini Charitable Trust
Sophie Bartalini Charitable Trust is a private foundation, based in Pennington, NJ. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $522K in total assets. In 2024, it awarded 9 grants totaling $25K. Net investment income was $13K.
Sophie Bartalini Charitable Trust at a glance
In short: Sophie Bartalini Charitable Trust gave $25K across 9 grants in 2024 (avg $3K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $24,570
- +22.4% vs 2023
- Grants made (2024)
- 9
- +0.0% vs 2023
- Average grant
- $2,730
- +22.4% vs 2023
- Median grant
- $2,730
- Total assets
- $521,547
- -3.2% vs 2023
- Primary geography
- California (56% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Sophie Bartalini Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was The Kosciuszko Foundation Inc ($3K). Together the top 9 received $25K.
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 34 grants of 34 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How Sophie Bartalini Charitable Trust gives
- Giving grew 100% from 2021 to 2024. Method
- In 2024 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $12K (2021) to $26K (2022). In 2024 it made 9 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Kosciuszko Foundation Inc New York, NY | General Operating | $2,730 |
| Breast Cancer Research Foundation Inc New York, NY | General Operating | $2,730 |
| California Maritime Academy Foundation I Vallejo, CA | General Operating | $2,730 |
| The Rotary Foundation of Rotary Internat Wendell, NC | General Operating | $2,730 |
| Arthritis Foundation Atlanta, GA | General Operating | $2,730 |
| Stanford University Development Services Palo Alto, CA | General Operating | $2,730 |
| Guide Dogs for the Blind Inc San Rafael, CA | General Operating | $2,730 |
| Peninsula Humane Society SPC Burlingame, CA | General Operating | $2,730 |
| Sequoia Hospital Foundation Redwood City, CA | General Operating | $2,730 |
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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 | $521,547 | $17,251 | $34,370 | $24,570 | 9 | $30,257 | $13,140 | $33,520 |
| 2023 | $538,795 | $11,360 | $28,916 | $20,079 | 9 | $25,374 | $12,912 | $29,870 |
| 2022 | $556,896 | $-8,379 | $41,033 | $25,587 | 9 | $36,663 | $8,257 | $31,154 |
| 2021 | $606,672 | $181,873 | $21,116 | $12,306 | 7 | $17,500 | $31,582 | $30,784 |
Under IRS private-foundation payout rules, Sophie Bartalini Charitable Trust reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sophie Bartalini Charitable Trust's only listed officer is Bank Of America N A, Trustee on every filing since 2021 (compensated).
Officers on the 2024 filing
Bank Of America N A
Trustee
On filings since 2021
2 hrs/week
$9K (2021) → $9K (2024)
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $9K, to Bank of America N a (Trustee).
Frequently asked questions about Sophie Bartalini Charitable Trust
How much does Sophie Bartalini Charitable Trust give each year?
Sophie Bartalini Charitable Trust gave $25K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $20K across 9 grants.
What is Sophie Bartalini Charitable Trust's typical grant size?
Sophie Bartalini Charitable Trust's median grant in 2024 was $2,730, and its average grant was $2,730, across 9 grants on its 2024 IRS Form 990-PF.
Where does Sophie Bartalini Charitable Trust give grants?
Sophie Bartalini Charitable Trust gives mostly in California: 56% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (22%) and North Carolina (11%). The most frequent recipient cities were New York, NY (2 grants).
Does Sophie Bartalini Charitable Trust give general operating support?
Yes: 100% of Sophie Bartalini Charitable Trust's 2024 grants with a stated purpose (9 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Sophie Bartalini Charitable Trust's largest grantees?
Sophie Bartalini Charitable Trust's largest 2024 grantees include The Kosciuszko Foundation Inc ($2,730), Breast Cancer Research Foundation Inc ($2,730) and California Maritime Academy Foundation I ($2,730), according to its 2024 IRS Form 990-PF. Together they received 33% of its itemized 2024 grant dollars.
How large is Sophie Bartalini Charitable Trust?
Sophie Bartalini Charitable Trust reported $522K in total assets on its 2024 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $34K (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 is Sophie Bartalini Charitable Trust's EIN?
Sophie Bartalini Charitable Trust's EIN (Employer Identification Number) is 30-6670542. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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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