Sophie Bartalini Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Sophie Bartalini Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 30-6670542

Foundation Overview

Based in Pennington, NJ, Sophie Bartalini Charitable Trust has awarded 43 grants totaling $109,146 to organizations in New York, California and 2 other states across the US. Individual grants range from $1,758 to $2,843, with a median award of $2,843.

Latest Tax Year
2023
Total Giving (all years)
$109,146
Total Assets
$634,317
Median Grant (all grants)
$2,843

Latest Form 990-PF Snapshot

Total Grants
9
Median Grant
$2,231
% Median Grant Decline
-22% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 9 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
California

56% of grants are awarded in California, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Vallejo (21%), Palo Alto (21%), San Rafael (21%).

Funding Trajectory
+63%

Strong 63% growth in annual giving over 2 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Sophie Bartalini Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
The Kosciuszko Foundation Inc $2,231 New York, NY, US General Operating 2023
Breast Cancer Research Foundation Inc $2,231 New York, NY, US General Operating 2023
California Maritime Academy Foundation I $2,231 Vallejo, CA, US General Operating 2023
The Rotary Foundation Of Rotary Internat $2,231 Wendell, NC, US General Operating 2023
Arthritis Foundation $2,231 Atlanta, GA, US General Operating 2023
Stanford University Development Services $2,231 Palo Alto, CA, US General Operating 2023
Guide Dogs For The Blind Inc $2,231 San Rafael, CA, US General Operating 2023
Peninsula Humane Society Spc $2,231 Burlingame, CA, US General Operating 2023
Sequoia Hospital Foundation $2,231 Redwood City, CA, US General Operating 2023
The Kosciuszko Foundation Inc $2,843 New York, NY, US General Operating 2022
Breast Cancer Research Foundation Inc $2,843 New York, NY, US General Operating 2022
California Maritime Academy Foundation I $2,843 Vallejo, CA, US General Operating 2022
The Rotary Foundation Of Rotary Internat $2,843 Wendell, NC, US General Operating 2022
Arthritis Foundation $2,843 Atlanta, GA, US General Operating 2022
Stanford University Development Services $2,843 Palo Alto, CA, US General Operating 2022
Guide Dogs For The Blind Inc $2,843 San Rafael, CA, US General Operating 2022
Peninsula Humane Society Spc $2,843 Burlingame, CA, US General Operating 2022
Sequoia Hospital Foundation $2,843 Redwood City, CA, US General Operating 2022
The Kosciuszko Foundation Inc $2,843 New York, NY, US General Operating 2022
Breast Cancer Research Foundation Inc $2,843 New York, NY, US General Operating 2022
California Maritime Academy Foundation I $2,843 Vallejo, CA, US General Operating 2022
The Rotary Foundation Of Rotary Internat $2,843 Wendell, NC, US General Operating 2022
Arthritis Foundation $2,843 Atlanta, GA, US General Operating 2022
Stanford University Development Services $2,843 Palo Alto, CA, US General Operating 2022
Guide Dogs For The Blind Inc $2,843 San Rafael, CA, US General Operating 2022
Peninsula Humane Society Spc $2,843 Burlingame, CA, US General Operating 2022
Sequoia Hospital Foundation $2,843 Redwood City, CA, US General Operating 2022
The Kosciuszko Foundation Inc $2,843 New York, NY, US General Operating 2022
Breast Cancer Research Foundation Inc $2,843 New York, NY, US General Operating 2022
California Maritime Academy Foundation I $2,843 Vallejo, CA, US General Operating 2022
The Rotary Foundation Of Rotary Internat $2,843 Wendell, NC, US General Operating 2022
Arthritis Foundation $2,843 Atlanta, GA, US General Operating 2022
Stanford University Development Services $2,843 Palo Alto, CA, US General Operating 2022
Guide Dogs For The Blind Inc $2,843 San Rafael, CA, US General Operating 2022
Peninsula Humane Society Spc $2,843 Burlingame, CA, US General Operating 2022
Sequoia Hospital Foundation $2,843 Redwood City, CA, US General Operating 2022
The Kosciuszko Foundation Inc $1,758 New York, NY, US General Operating 2021
Breast Cancer Research Foundation Inc $1,758 New York, NY, US General Operating 2021
California Maritime Academy Foundation I $1,758 Vallejo, CA, US General Operating 2021
Arthritis Foundation $1,758 Atlanta, GA, US General Operating 2021
Stanford University Development Services $1,758 Palo Alto, CA, US General Operating 2021
Guide Dogs For The Blind Inc $1,758 San Rafael, CA, US General Operating 2021
Peninsula Humane Society Spc $1,758 Burlingame, CA, US General Operating 2021

Foundations Similar to Sophie Bartalini Charitable Trust

Discover 5 foundations with comparable assets ($622,882-$639,806), similar grant patterns, and geographic focus in NJ that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 22-6788324 | 242 grants awarded
$634,488
(≈ Similar)
$5,000
median grant
Chatham, NJ
Same state
100%
Excellent match

EIN: 22-3514358 | 41 grants awarded
$633,415
(≈ Similar)
$5,000
median grant
Florham Park, NJ
Same state
100%
Excellent match

EIN: 46-4426356 | 40 grants awarded
$639,806
(≈ Similar)
$5,000
median grant
Lakewood, NJ
Same state
100%
Excellent match

EIN: 27-0279346 | 61 grants awarded
$624,596
(≈ Similar)
$5,000
median grant
Cresskill, NJ
Same state
99%
Excellent match

EIN: 33-1063519 | 10 grants awarded
$622,882
(≈ Similar)
$3,000
median grant
Green Brook, NJ
Same state
99%
Excellent match

Contact Information

Official contact details for Sophie Bartalini Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 30-6670542
Website N/A
Address PO BOX 1532 Pennington, NJ 08534

Key People (1)

Board members, trustees, and key staff who oversee Sophie Bartalini Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Bank Of America N A

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Sophie Bartalini Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.