Toschi Charitable Trust

Private foundation · Grantmaker Healdsburg, CA EIN: 99-6705414

Toschi Charitable Trust is a private foundation, based in Healdsburg, CA. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $577K in total assets. In 2025, it awarded 1 grant totaling $4K. Net investment income was $34K.

Key facts about Toschi Charitable Trust

In short: Toschi Charitable Trust gave $4K across 1 grant in 2025 (avg $4K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
99-6705414
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$3,711
Grants made (2025)
1
Average grant
$3,711
Median grant
$3,711
Total assets
$576,735
Primary geography
California (100% 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

$577K

+48.6% YoY

Annual Giving

$4K

Grant Count

1

Avg Grant Size

$4K

Under IRS private-foundation payout rules, Toschi Charitable Trust reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

How Toschi Charitable Trust gives

  • In 2025 it paid out 77% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Santa Rosa

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$2K$3K$4K0 grants2024 1 grant2025

In 2025 it made 1 grant totaling $4K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Redwood Empire Food Bank: $4KRedwood Empire Food Bank$4K

The largest 2025 recipient was Redwood Empire Food Bank ($4K).

Grant Size Distribution

1 grant across all recorded years

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

The most common grant size was under $50K: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Redwood Empire Food Bank Santa Rosa, CADonation$3,711

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2024 2025
Metric20252024
Total Assets$576,735$388,126
Revenue$292,112$511,755
Expenses$26,280$29,752
Qualifying Distributions$13,608—
Net Investment Income$34,045$26,023
Distributable Amount$17,726$2,817

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS August 15, 2026)

Leadership & Key People

Officers and directors from IRS filings

Toschi Charitable Trust's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Barbara H. Toschi

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

  • Carli Ortiz

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

  • Eugene J. Toschi

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

  • Ronald P. Wargo

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2024–2025. "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 Toschi Charitable Trust

How much does Toschi Charitable Trust give each year?

Toschi Charitable Trust gave $4K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.

How large is Toschi Charitable Trust?

Toschi Charitable Trust reported $577K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Toschi Charitable Trust operate?

Toschi Charitable Trust has awarded grants in California.

What is Toschi Charitable Trust's EIN?

Toschi Charitable Trust's EIN (Employer Identification Number) is 99-6705414. IRS Form 990 filing data is available on this page for 2024–2025.

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

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