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Charles Bartolomei Trust B Ua is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 1998. The principal officer is First Union National Bank. It holds total assets of $2.1M. Annual income is reported at $629K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. The foundation primarily funds organizations in Massachusetts and New Hampshire. According to available records, Charles Bartolomei Trust B Ua has made 15 grants totaling $345K, with a median grant of $20K. Annual giving has grown from $105K in 2020 to $130K in 2022. Individual grants have ranged from $16K to $52K, with an average award of $23K. The foundation has supported 5 unique organizations. Grants have been distributed to organizations in Massachusetts and New Hampshire. Contributions to this foundation are tax-deductible.
Smallest Grant
$16K
Median Grant
$16K
Average Grant
$21K
Largest Grant
$42K
Based on 5 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Charles Bartolomei Trust B Ua primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 15 grants. Its grantmaking reaches organizations primarily in MA, NH.
Charles Bartolomei Trust B Ua has distributed a total of $345K across 15 grants. The median grant size is $20K, with an average of $23K. Individual grants have ranged from $16K to $52K.
Charles Bartolomei Trust B Ua typically selects its grantees rather than accepting unsolicited proposals.
Charles Bartolomei Trust B Ua is headquartered in SAINT LOUIS, MO. While based in MO, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $31K | $0 | $31K |
Total Giving
$161K
Total Assets
$2.1M
Fair Market Value
$2.3M
Net Worth
$2.1M
Grants Paid
$130K
Contributions
N/A
Net Investment Income
$35K
Distribution Amount
$107K
Total Grants
15
Total Giving
$345K
Average Grant
$23K
Median Grant
$20K
Unique Recipients
5
Most Common Grant
$16K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Kimball Union AcademyGENERAL OPERATING | Meriden, NH | $20K | 2022 |
| Athol Memorial HospitalGENERAL OPERATING | Gardner, MA | $52K | 2022 |
| Wheeler Memorial LibraryGENERAL OPERATING | Orange, MA | $20K | 2022 |
| Ralph C Mahar Reg School DistrictGENERAL OPERATING | Orange, MA | $20K | 2022 |
| Morgan Memorial GoodwillGENERAL OPERATING | Boston, MA | $20K | 2022 |