Sophie Bartalini Charitable Trust

Pennington, NJPrivate foundation / grantmakerEIN 30-6670542Revenue $17K in FY2024

On file with the IRSPo Box 1532 · Pennington, NJ

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$9K paid to officers and key staff.
Pay: Part VII

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average surplus $19K a year · 38% of revenue · last 4 filings
Worth a look: a surplus in 1 of the last 4 filings.
990-PF Pt I · 4 filings
Pay to officers and key staff
$9K
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
990-PF Pt VIII
Cash reserves
5 mo
of spending, in cash
Looks good: 5.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$17K
+52% vs prior year
Spent
$34K
Net assets
$522K
By yearFY2021–FY2024
Revenue
$17K
FY2024▲ +52%
Tap a bar for its year
Revenue by fiscal year
FY2021$182K
FY2022−$8K
FY2023$11K
FY2024$17K
Expenses
$34K
FY2024▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2021$21K
FY2022$41K
FY2023$29K
FY2024$34K
Net assets
$522K
FY2024▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2021$607K
FY2022$557K
FY2023$539K
FY2024$522K

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 71% · $25K Operating & administrative 29% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990-PF; $9K paid to officers and key staff.

Part VII, Section A · reportable compensation
$9,478Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2021
Bank of America N A$9,478$8,657

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Programs and updates

A private foundation based in Pennington, NJ.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 9 grants · $25K · 2024–2024
Sequoia Hospital FoundationCA · FY2024$2,730
Peninsula Humane Society SpcFY2024$2,730
Stanford University Development ServicesFY2024$2,730
Arthritis Foundation INCGA · FY2024$2,730
The Rotary Foundation of Rotary InternatFY2024$2,730
California Maritime Academy Foundation IFY2024$2,730

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV5
Average grantPart XV$3K
Median grantPart XV$3K
Largest grantPart XV$3K
Top cause focusNTEEHuman Services (11%)

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$17K
Investment income$17K
Money out
$34K
Grants paid$25K
Running costs$10K
Owns and owes
$522K
net assets
Cash and savings$15K
Total assets$522K
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$17K
Total revenue$17K
Assets in detailEnd of year
Cash and savings together$15K
Total assets$522K
Liabilities$0
Net assets$522K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $17K$34K−$17K$522K 990 PDF
FY2023 $11K$29K−$18K$539K 990 PDF
FY2022 −$8K$41K−$49K$557K 990 PDF
FY2021 $182K$21K$161K$607K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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