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
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
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.
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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
Among its reported 2024 grants, the largest 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
From 2024 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.
Explore Open Grants
Browse active grant opportunities in Sophie Bartalini Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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