The Peach Tree Charitable Foundation

TURNER FALLS, MA EIN: 47-5312354

The Peach Tree Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TURNER FALLS, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 1 grants totaling $745K. Net investment income was $687K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.1M

+16.8% YoY

Annual Giving

$745K

+23.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$745K

+23.3% YoY

Under IRS private-foundation payout rules, The Peach Tree Charitable Foundation reported a distributable amount of $133K for 2024 — the minimum it must pay out in qualifying distributions.

About The Peach Tree Charitable Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $3.4M (100%)

States

New York

Cities

New York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,127,741	$2,678,113	$2,103,025
Revenue	$1,506,210	$1,202,669	$516,856
Expenses	$778,691	$627,052	$550,345
Qualifying Distributions	$745,005	$604,464	$528,397
Net Investment Income	$687,116	$238,765	$65,838
Distributable Amount	$133,347	$118,316	$116,809

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Donorschooseorg ($745,005).

Recipient	Purpose	Amount
DONORSCHOOSEORG NEW YORK, NY	UNRESTRICTED EDUCATIONAL SUPPORT FOR CLASSROOMS	$745,005

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MARIANNE SUNDELL	President	10	—
LILLIAN SUNDELL-THOMAS	Secretary	5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Peach Tree Charitable Foundation?

The Peach Tree Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TURNER FALLS, MA. It holds $3.1M in total assets as of 2024.

How large is The Peach Tree Charitable Foundation?

As of 2024, The Peach Tree Charitable Foundation holds $3.1M in total assets with $1.5M in annual revenue. It awarded 1 grants totaling $745K in 2024.

Where does The Peach Tree Charitable Foundation operate?

The Peach Tree Charitable Foundation has awarded grants in New York.

What size grants does The Peach Tree Charitable Foundation award?

In 2024, The Peach Tree Charitable Foundation awarded 1 grants totaling $745K — an average of about $745K per grant, based on its IRS Form 990 filings.

How much is The Peach Tree Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Peach Tree Charitable Foundation reported a distributable amount of $133K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Peach Tree Charitable Foundation's EIN?

The Peach Tree Charitable Foundation's EIN (Employer Identification Number) is 47-5312354. IRS Form 990 filing data is available on this page for 2020–2024.