Trio Foundation
Trio Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $532K in total assets. In 2024, it awarded 9 grants totaling $226K. Net investment income was $112K.
Trio Foundation at a glance
In short: Trio Foundation gave $226K across 9 grants in 2024 (avg $25K), top state Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $226,000
- +2.5% vs 2023
- Grants made (2024)
- 9
- +80.0% vs 2023
- Average grant
- $25,111
- -43.1% vs 2023
- Median grant
- $5,000
- Total assets
- $531,946
- -18.2% vs 2023
- Primary geography
- Ohio (49% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Trio Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Fidelity Charitable ($100K). Together the top 9 received $226K.
Grant Size Distribution
54 grants across all recorded years
The most common grant size was under $50K: 51 grants of 54 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
States
Cities
How Trio Foundation gives
- Giving grew 395% from 2021 to 2024. Method
- In 2024 it paid out 583% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $30K (2022) to $226K (2024). In 2024 it made 9 grants totaling $226K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Cincinnati, OH | Support Philanthropy | $100,000 |
| Northwestern University Evanston, IL | Support Education | $100,000 |
| Miami Universityfoundation Oxford, OH | Support Education | $10,000 |
| Columbia Business School New York, NY | Support Education | $7,500 |
| Columbia University New York, NY | Support Education | $5,000 |
| Caron Wernersville, PA | Support Public Health | $1,000 |
| Collegiate School New York, NY | Support Education | $1,000 |
| Miami University Womens Giving Circle Oxford, OH | Support Women | $1,000 |
| Heart of the Hamptons Southampton, NY | Support Community | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $531,946 | $116,653 | $234,891 | $226,000 | 9 | $230,396 | $112,257 | $39,506 |
| 2023 | $650,185 | $15,853 | $232,142 | $220,500 | 5 | $226,082 | $11,271 | $44,384 |
| 2022 | $866,474 | $90,550 | $43,125 | $29,750 | 9 | $36,300 | $84,000 | $51,240 |
| 2021 | $819,049 | $13,782 | $55,779 | $45,700 | 31 | — | $8,776 | $55,395 |
Under IRS private-foundation payout rules, Trio Foundation reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Trio Foundation is led by Mary Ann Casati, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Mary Ann Casati
Trustee
On filings since 2021
3 hrs/week
No compensation reported
Former officers (1)
- Former: Geoffrey Judge (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2024. "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 Trio Foundation
How much does Trio Foundation give each year?
Trio Foundation gave $226K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $221K across 5 grants.
What is Trio Foundation's typical grant size?
Trio Foundation's median grant in 2024 was $5,000, and its average grant was $25,111, across 9 grants on its 2024 IRS Form 990-PF.
Where does Trio Foundation give grants?
Trio Foundation's top state is Ohio, with 49% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Illinois (44%) and New York (6%). The most frequent recipient cities were New York, NY (3 grants) and Oxford, OH (2 grants).
Does Trio Foundation give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on Trio Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support Education" (5 grants).
Who are Trio Foundation's largest grantees?
Trio Foundation's largest 2024 grantees include Fidelity Charitable ($100,000), Northwestern University ($100,000) and Miami Universityfoundation ($10,000), according to its 2024 IRS Form 990-PF. Together they received 93% of its itemized 2024 grant dollars.
How large is Trio Foundation?
Trio Foundation reported $532K in total assets on its 2024 IRS Form 990-PF. It paid out $230K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).
What is Trio Foundation's EIN?
Trio Foundation's EIN (Employer Identification Number) is 13-4057282. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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