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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$522K
-3.2% YoY
Annual Giving
$25K
+22.4% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$3K
+22.4% YoY
About Sophie Bartalini Charitable Trust
Based on IRS filings
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.
Ready to take the next step with Sophie Bartalini Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $521,547 | $538,795 | $556,896 |
| Revenue | $17,251 | $11,360 | $-8,379 |
| Expenses | $34,370 | $28,916 | $41,033 |
| Qualifying Distributions | $30,257 | $25,374 | $36,663 |
| Net Investment Income | $13,140 | $12,912 | $8,257 |
| Distributable Amount | $33,520 | $29,870 | $31,154 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
34 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 |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE | 2 | $9,478 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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