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Bert Santora Charitable Trust Uw is a private trust based in ONEONTA, NY. The foundation received its IRS ruling in 2008. The principal officer is % Wilber National Bank. It holds total assets of $1.6M. Annual income is reported at $435K. TO ASSIST ORGANIZATIONS LISTED IN THE GRANTOR'S WILL BY PROVIDING FUNDS TO ACCOMPLISH THEIR GOALS THROUGH INCOME GENERATED BY THE TRUST ASSETS. According to available records, Bert Santora Charitable Trust Uw has made 35 grants totaling $455K, with a median grant of $10K. Annual giving has decreased from $127K in 2020 to $65K in 2023. Grantmaking activity was highest in 2022 with $263K distributed across 18 grants. Individual grants have ranged from $613 to $51K, with an average award of $13K. The foundation has supported 9 unique organizations. Grant recipients are concentrated in New York. Contributions to this foundation are tax-deductible.
TO ASSIST ORGANIZATIONS LISTED IN THE GRANTOR'S WILL BY PROVIDING FUNDS TO ACCOMPLISH THEIR GOALS THROUGH INCOME GENERATED BY THE TRUST ASSETS.
Expenses: $127K
TO ASSIST ORGANIZATIONS LISTED IN THE GRANTOR'S WILL BY PROVIDING FUNDS TO ACCOMPLISH THEIR GOALS THROUGH INCOME GENERATED BY THE TRUST ASSETS. Based on available records, the foundation has funded 35 grants. Its grantmaking reaches organizations primarily in NY.
Bert Santora Charitable Trust Uw has distributed a total of $455K across 35 grants. The median grant size is $10K, with an average of $13K. Individual grants have ranged from $613 to $51K.
Bert Santora Charitable Trust Uw typically selects its grantees rather than accepting unsolicited proposals.
Bert Santora Charitable Trust Uw is headquartered in ONEONTA, NY.
Total Giving
$88K
Total Assets
$1.6M
Fair Market Value
$2.3M
Net Worth
$1.6M
Grants Paid
$65K
Contributions
$0
Net Investment Income
$116K
Distribution Amount
$106K
Total: $0
Total Grants
35
Total Giving
$455K
Average Grant
$13K
Median Grant
$10K
Unique Recipients
9
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hanford Mills MuseumPROVIDE FUNDS TO ASSIST IN | East Meredith, NY | $26K | 2023 |
| The West Kortright CenterPROVIDE FUNDS TO ASSIST IN | East Meredith, NY | $10K | 2023 |
| Wskg Public RadioPROVIDE FUNDS TO ASSIST IN | Binghamton, NY | $10K | 2023 |
| Meredith Historical SocietyPROVIDE FUNDS TO ASSIST IN | Meridale, NY | $8K | 2023 |
| Delaware County Historical AssnPROVIDE FUNDS TO ASSIST IN | Delhi, NY | $6K | 2023 |
SARATOGA SPGS, NY
BELLEVILLE, IL
NEWTOWN, PA
DALLAS, TX
LAS VEGAS, NV
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| Pine Grove Cemetery AssnPROVIDE FUNDS TO ASSIST IN | East Meredith, NY | $3K | 2023 |
| Meridale Fire Dept & Emergency SquaPROVIDE FUNDS TO ASSIST IN | Meridale, NY | $1K | 2023 |
| Delhi Central SchoolPROVIDE FUNDS TO ASSIST IN | Delhi, NY | $1K | 2023 |
| Delaware Academy High SchoolPROVIDE FUNDS TO ASSIST IN | Delhi, NY | $613 | 2023 |
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