Sophie Bartalini Charitable Trust

Foundation · Grantmaker Pennington, NJ EIN: 30-6670542

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.

Key facts about Sophie Bartalini Charitable Trust

EIN: 30-6670542
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $24,570
Grants made (2024): 9
Average grant: $2,730
Median grant: $2,730
Total assets: $521,547
Primary geography: California (56% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Sophie Bartalini Charitable Trust funds

By grant dollars, the top recipient states for Sophie Bartalini Charitable Trust's 9 itemized 2024 grants were California (56%), New York (22%) and North Carolina (11%). The most frequent recipient cities were New York, NY (2 grants). 100% of grants with a stated purpose were for general or operating support.

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.

Next steps with Sophie Bartalini Charitable Trust

How to evaluate Sophie Bartalini Charitable Trust as a funder
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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$522K

-3.2% YoY

Annual Giving

$25K

+22.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

+22.4% YoY

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.

About Sophie Bartalini Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $14K (56%)

New York $5K (22%)

North Carolina $3K (11%)

Georgia $3K (11%)

Share of all 9 itemized 2024 grant dollars.

States

California Georgia North Carolina New York

Cities

New YorkAtlantaBurlingamePalo AltoSan RafaelVallejoRedwood CityWendell

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2021–2024

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

Among its reported 2024 grants, the largest recipients include The Kosciuszko Foundation Inc ($2,730), Breast Cancer Research Foundation Inc ($2,730), California Maritime Academy Foundation I ($2,730).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Bank of America N a	Trustee	2	$9,478

Frequently Asked Questions

How large is Sophie Bartalini Charitable Trust?

As of 2024, Sophie Bartalini Charitable Trust holds $522K in total assets with $17K in annual revenue. It awarded 9 grants totaling $25K in 2024.

Where does Sophie Bartalini Charitable Trust operate?

Sophie Bartalini Charitable Trust has awarded grants in California, Georgia, North Carolina, New York.

What size grants does Sophie Bartalini Charitable Trust award?

In 2024, Sophie Bartalini Charitable Trust awarded 9 grants totaling $25K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Sophie Bartalini Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sophie Bartalini Charitable Trust reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.