The so Charitable Trust
The so Charitable Trust is a private foundation based in Forest Hills, New York. Its filings report grants to charitable organizations, including religious, educational, cultural, and medical organizations.
The so Charitable Trust at a glance
In short: The so Charitable Trust gave $168K across 39 grants in 2025 (avg $4K), mostly in New York. 28% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $168,098
- +6.3% vs 2024
- Grants made (2025)
- 39
- +0.0% vs 2024
- Average grant
- $4,310
- +6.3% vs 2024
- Median grant
- $360
- Total assets
- $1,587,475
- -6.0% vs 2024
- New grantees (estimate)
- 28% first-time grantees (11 of 39, 2025)
- Primary geography
- New York (87% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The so Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Co Alpine Rscs 70-20 Austin St, Forest Hills, NY 11375
Phone: (212) 641-5006
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The so Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Young Israel of Scarsdale ($100K). Together the top 10 received $153K.
Grant Size Distribution
318 grants across all recorded years
The most common grant size was under $50K: 310 grants of 318 (97%).
Geographic Focus
Where this funder awards grants
In 2025, 87% of grant dollars went to recipients in New York, 8% to New Jersey, 3% to Massachusetts, 1% to Pennsylvania, and 1% to Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 39 itemized grants.
States
Cities
Is The so Charitable Trust open to new grantees?
28%
first-time grantees, 2025
In 2025, 11 of 39 grantees (28%) were first-time recipients. First grants averaged $10K; repeat grants $2K. How we count
Medians: $180 first-time, $450 repeat.
- 44% of 2025 grantees were also funded in 2024. Method
- Giving fell 75% from 2022 to 2025. Method
- In 2025 it paid out 121% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $158K (2024) to $664K (2022). In 2025 it made 39 grants totaling $168K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Young Israel of Scarsdale Scarsdale, NY | For Charity's Specified Services | $100,000 |
| Lincoln Square Synagogue New York, NY | For Charity's Specified Services | $14,188 |
| Lymphoma Research Foundation New York, NY | For Charity's Specified Services | $11,500 |
| Hope & Heroes New York, NY | For Charity's Specified Services | $6,400 |
| The Lustgarten Foundation Bethpage, NY | For Charity's Specified Services | $5,400 |
| Brandeis University Waltham, MA | For Charity's Specified Services | $3,600 |
| Institute for Jewish Ideas and Ideals New York, NY | For Charity's Specified Services | $3,600 |
| Ahavas Yisrael Edison, NJ | For Charity's Specified Services | $3,000 |
| Jewish Educational Center Elizabeth, NJ | For Charity's Specified Services | $3,000 |
| Project Heritage of Greater Miami - Rabbi Gruenstein North Miami, NJ | For Charity's Specified Services | $2,016 |
Ready to take the next step with The so Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,587,475 | $70,211 | $171,265 | $168,098 | 39 | $168,998 | $66,689 | $139,672 |
| 2024 | $1,688,529 | $71,215 | $161,024 | $158,104 | 39 | $159,304 | $69,995 | $117,743 |
| 2023 | $1,729,968 | $51,840 | $512,354 | $511,149 | 80 | $511,149 | $50,635 | $126,649 |
| 2022 | $2,187,351 | $47,332 | $664,698 | $664,107 | 64 | $664,107 | $46,741 | $138,308 |
| 2021 | $2,604,237 | $20,255 | $536,964 | $535,843 | 96 | — | $39,973 | $155,186 |
Under IRS private-foundation payout rules, The so Charitable Trust reported a distributable amount of $140K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust’s 2023 filing describes a program item as “unrealized gain on transfer of common stock to public charity.” Its 2025 grants went to organizations with varied missions. For example, Brandeis University describes its work as advancing the humanities, arts, and sciences through research and liberal arts education. The Jewish Museum says its mission is to collect, preserve, exhibit, and interpret art and Jewish culture. Mesorah Heritage Foundation describes its work as researching, locating, translating, and creating Jewish religious, literary, biblical, and Talmudic works.
Grantmaking
In 2025, the trust awarded 39 grants totaling $168,098. Grant amounts ranged from $108 to $100,000, with a median of $360. It awarded 39 grants totaling $158,104 in 2024 and 80 grants totaling $511,149 in 2023.
The largest reported 2025 grants included $100,000 to Young Israel of Scarsdale, $14,188 to Lincoln Square Synagogue, $11,500 to Lymphoma Research Foundation, $6,400 to Hope & Heroes, and $5,400 to The Lustgarten Foundation. Each grant’s stated purpose was “for charity’s specified services.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Solomon M Weiss, Henry Aboodi, David Aboodi, and Abigail Hoffman as trustees.
The so Charitable Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Abigail Hoffman
Trustee
On filings since 2021
2 hrs/week
No compensation reported
David Aboodi
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Henry Aboodi
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Solomon M. Weiss
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Former officers (1)
- Former: Oded Aboodi (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The so Charitable Trust
How much does The so Charitable Trust give each year?
The so Charitable Trust gave $168K across 39 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $158K across 39 grants.
What is The so Charitable Trust's typical grant size?
The so Charitable Trust's median grant in 2025 was $360, and its average grant was $4,310, across 39 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The so Charitable Trust that year got $10K on average.
Where does The so Charitable Trust give grants?
The so Charitable Trust gives mostly in New York: 87% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (8%). The most frequent recipient cities were New York, NY (16 grants), Elizabeth, NJ (3 grants) and Waltham, MA (2 grants).
Does The so Charitable Trust give general operating support?
Not in 2025: none of the 39 grants with a stated purpose on The so Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "For Charity's Specified Services" (39 grants).
Who are The so Charitable Trust's largest grantees?
The so Charitable Trust's largest 2025 grantees include Young Israel of Scarsdale ($100,000), Lincoln Square Synagogue ($14,188) and Lymphoma Research Foundation ($11,500), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is The so Charitable Trust?
The so Charitable Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $169K in qualifying distributions that year, against a required minimum of $140K (roughly 5% of its investment assets).
What does The so Charitable Trust fund?
The trust’s 2023 filing describes a program item as “unrealized gain on transfer of common stock to public charity.” Its 2025 grants went to organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from The so Charitable Trust?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The so Charitable Trust's EIN?
The so Charitable Trust's EIN (Employer Identification Number) is 13-3050892. IRS Form 990 filing data is available on this page for 2021–2025.
Does The so Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 4, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 20, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in The so Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The so Charitable Trust funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/the-so-charitable-trust-morg_248a8cf949504176bebf39eea2d71f38
BibTeX
@misc{grantable_133050892_2026,
author = {{Grantable}},
title = {{The so Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-so-charitable-trust-morg_248a8cf949504176bebf39eea2d71f38},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The so Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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