The Brumm-patel Charitable Trust

Foundation · Grantmaker NEW YORK, NY EIN: 20-6647122

The Brumm-patel Charitable Trust is a private foundation focused on Education, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $782K in total assets. In 2024, it awarded 17 grants totaling $141K. Net investment income was $640K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$782K

+180.3% YoY

Annual Giving

$141K

+18.8% YoY

Grant Count

+41.7% YoY

Avg Grant Size

$8K

-16.2% YoY

Under IRS private-foundation payout rules, The Brumm-patel Charitable Trust reported a distributable amount of $79K for 2024 — the minimum it must pay out in qualifying distributions.

About The Brumm-patel Charitable Trust

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $198K (45%)

Massachusetts $143K (32%)

Vermont $101K (23%)

States

Massachusetts New York Vermont

Cities

ArkvilleBrooklynBurlingtonCambridgeClaryvilleNew YorkNorth AndoverWaitsfieldWilmington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$781,664	$278,878	$746,184
Revenue	$639,712	$160,060	$518,765
Expenses	$143,252	$119,250	$77,307
Qualifying Distributions	$140,980	$118,700	$69,600
Net Investment Income	$639,690	$59,610	$20,270
Distributable Amount	$79,160	$69,486	$25,759

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

50 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Green Mountain Valley School ($45,320), The Dalton School ($30,000), Harvard University ($25,000).

Recipient	Purpose	Amount
AMERICANS FOR OXFORD NEW YORK, NY	SUPPORTS THE UNIVERSITY AND ITS COLLEGES TO FULFILL THEIR HISTORIC MISSION TO PROVIDE EXCELLENCE IN RESEARCH, SCHOLARSHIP AND TEACHING TO THE GLOBAL COMMUNITY .	$10,000
CATSKILL RECREATION CENTER ARKVILLE, NY	TO OFFER YEAR-ROUND SWIMMING, FITNESS, AND RECREATIONAL OPPORTUNITIES THAT PROMOTE HEALTHY LIFESTYLES FOR PEOPLE OF ALL AGES FROM THE SURROUNDING COMMUNITIES.	$1,000
COLUMBIA LAW SCHOOL NEW YORK, NY	PROVIDE LEGAL TRAINING TO ENGAGE WITH THE WORLD'S MOST CHALLENGING ISSUES ACROSS BORDERS, JURISDICTIONS, SUBJECT MATTERS, SECTORS AND INDUSTRIES.	$5,000
FOOD BANK FOR NEW YORK CITY NEW YORK, NY	TO EMPOWER EVERY NEW YORKER TO ACHIEVE FOOD SECURITY FOR GOOD.	$5,000
GREEN MOUNTAIN VALLEY SCHOOL WAITSFIELD, VT	PROVIDE CAREER-ORIENTED PROFESSIONAL EDUCATION. GIVE ALL STUDENTS ACCESS TO OPPORTUNITY. SUPPORT APPLICATIONS-ORIENTED RESEARCH THAT BENEFITS THE LARGER WORLD.	$45,320
HARVARD UNIVERSITY CAMBRIDGE, MA	ADVANCE NEW IDEAS AND PROMOTE ENDURING KNOWLEDGE.	$25,000
PACKER COLLEGIATE INSTITUTE BROOKLYN, NY	TO EDUCATE STUDENTS TO THINK DEEPLY, LISTEN ACTIVELY, SPEAK COURAGEOUSLY AND ACT WITH PURPOSE AND HEART.	$1,000
SCHOOL YEAR ABROAD NORTH ANDOVER, MA	TO PROMOTE INTERCULTURAL UNDERSTANDING AND APPRECIATION THROUGH THE IMMERSIVE ADVENTURE OF FULLY ENGAGING WITH DIFFERENT LANGUAGES AND PEOPLES.	$7,500
THE DALTON SCHOOL NEW YORK, NY	PROVIDE AN EDUCATION OF EXCELLENCE THAT MEETS EACH STUDENTS INTERESTS, ABILITIES AND NEEDS WITHIN A COMMON CURICULAR FRAMEWORK AND REFLECTS AND PROMOTES AN UNDERSTANDING OF, AND APPRECIATION FOR, DIVERSITY IN OUR COMMUNITY AS AN INTEGRAL PART OF SCHOOL LIFE.	$30,000
THE MERCANTILE LIBRARY ASSOCIATION OF NEW YORK BROOKLYN, NY	BRINGS DIVERSE COMMUNITIES TOGETHER AS READERS AND WRITERS OF ALL AGES DEVELOP AND SHARE A PASSION FOR READING.	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
NICHOLAS D S BRUMM	TRUSTEE	—	—
SHYAMA PATEL	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is The Brumm-patel Charitable Trust?

The Brumm-patel Charitable Trust is a private foundation focused on Education, based in NEW YORK, NY. It holds $782K in total assets as of 2024.

How large is The Brumm-patel Charitable Trust?

As of 2024, The Brumm-patel Charitable Trust holds $782K in total assets with $640K in annual revenue. It awarded 17 grants totaling $141K in 2024.

Where does The Brumm-patel Charitable Trust operate?

The Brumm-patel Charitable Trust has awarded grants in Massachusetts, New York, Vermont.

What size grants does The Brumm-patel Charitable Trust award?

In 2024, The Brumm-patel Charitable Trust awarded 17 grants totaling $141K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is The Brumm-patel Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Brumm-patel Charitable Trust reported a distributable amount of $79K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Brumm-patel Charitable Trust's EIN?

The Brumm-patel Charitable Trust's EIN (Employer Identification Number) is 20-6647122. IRS Form 990 filing data is available on this page for 2020–2024.