Succ Co-Ta J Camerata Charitable 498

Private foundation · Grantmaker New York, NY EIN: 45-6814949

Succ Co-Ta J Camerata Charitable 498 is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 4 grants totaling $350K. Net investment income was $335K.

Key facts about Succ Co-Ta J Camerata Charitable 498

In short: Succ Co-Ta J Camerata Charitable 498 gave $350K across 4 grants in 2025 (avg $88K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
45-6814949
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$350,000
Grants made (2025)
4
Average grant
$87,500
Median grant
$87,500
Total assets
$2,624,268
Primary geography
New York (75% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.6M

-1.0% YoY

Annual Giving

$350K

+107.7% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$88K

+107.7% YoY

Under IRS private-foundation payout rules, Succ Co-Ta J Camerata Charitable 498 reported a distributable amount of $239K for 2025 — the minimum it must pay out in qualifying distributions.

How Succ Co-Ta J Camerata Charitable 498 gives

  • Giving grew 46% from 2022 to 2025. Method
  • In 2025 it paid out 152% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 4 itemized 2025 grant dollars.

Cities

BuffaloChicagoWilliamsville

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K4 grants20204 grants20214 grants20220 grants20234 grants20244 grants2025

From 2020 to 2025, annual grant giving ranged from $169K (2024) to $350K (2025). In 2025 it made 4 grants totaling $350K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Roswell Park Alliance Foundation: $105KRoswell Park AllianceFoundation$105KEpilepsy Association of Western: $88KEpilepsy Association ofWestern$88KAlzheimer's Disease & Related Disorders: $88KAlzheimer's Disease & RelatedDisorders$88KState University of New York: $70KState University of New York$70K

The largest 2025 recipient was Roswell Park Alliance Foundation ($105K). Together the top 4 received $350K.

Grant Size Distribution

16 grants across all recorded years

5<$50K10$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 10 grants of 16 (63%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Roswell Park Alliance Foundation Buffalo, NYGeneral Charitable Purposes$105,000
Epilepsy Association of Western Buffalo, NYGeneral Charitable Purposes$87,500
Alzheimer's Disease & Related Disorders Chicago, ILGeneral Charitable Purposes$87,500
State University of New York Buffalo, NYGeneral Charitable Purposes$70,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K202020212022202320242025
Metric202520242023
Total Assets$2,624,268$2,651,759$2,517,647
Revenue$383,901$362,118$82,810
Expenses$414,290$227,882$51,294
Qualifying Distributions$362,338$180,464$10,325
Net Investment Income$334,747$314,684$41,809
Distributable Amount$238,737$228,895$201,140

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 6, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Succ Co-Ta J Camerata Charitable 498's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Hsbc Bank USA

    Trustee

    On filings since 2020

    $45K (2020) → $55K (2025)

  • Preston L. Zarlock

    Co-Trustee

    On filings since 2020

    $4K (2020) → $6K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

HSBC Bank USA — Trustee: $55KHSBC Bank USATrustee$55KPreston L Zarlock — Co-Trustee: $6KPreston L ZarlockCo-Trustee$6K

The highest reported compensation on the 2025 filing was $55K, to HSBC Bank USA (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Succ Co-Ta J Camerata Charitable 498

How much does Succ Co-Ta J Camerata Charitable 498 give each year?

Succ Co-Ta J Camerata Charitable 498 gave $350K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $169K across 4 grants.

What is Succ Co-Ta J Camerata Charitable 498's typical grant size?

Succ Co-Ta J Camerata Charitable 498's median grant in 2025 was $87,500, and its average grant was $87,500, across 4 grants on its 2025 IRS Form 990-PF.

Where does Succ Co-Ta J Camerata Charitable 498 give grants?

Succ Co-Ta J Camerata Charitable 498 gives mostly in New York: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (25%). The most frequent recipient cities were Buffalo, NY (3 grants).

Does Succ Co-Ta J Camerata Charitable 498 give general operating support?

Yes: 100% of Succ Co-Ta J Camerata Charitable 498's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Succ Co-Ta J Camerata Charitable 498?

Succ Co-Ta J Camerata Charitable 498 reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $362K in qualifying distributions that year, against a required minimum of $239K (roughly 5% of its investment assets).

What is Succ Co-Ta J Camerata Charitable 498's EIN?

Succ Co-Ta J Camerata Charitable 498's EIN (Employer Identification Number) is 45-6814949. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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