The New York State Capitol

Form 990-PFTax year 2023EIN 13-4057282

Trio Foundation

A private foundation in New York, NY. Its return for tax year 2023 lists 9 grants and $226,000 paid in grants.

Tax year 2023 (period ending Nov 30, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

4 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2023

    $226,000

    Grants listed
    9
    Assets, end of year
    $531,946
  • Tax year 2022

    $220,500

    Grants listed
    5
    Assets, end of year
    $650,185
  • Tax year 2021

    $29,750

    Grants listed
    9
    Assets, end of year
    $866,474
  • Tax year 2020

    $45,700

    Grants listed
    31
    Assets, end of year
    $819,049

Grants paid in 2023

9 grants, largest first

As listed on the return.

  1. Fidelity CharitableBoston, MA

    Support philanthropy

    $100,000
  2. Northwestern UniversityEvanston, IL

    Support education

    $100,000
  3. Miami UniversityfoundationOxford, OH

    Support education

    $10,000
  4. Columbia Business SchoolNew York, NY

    Support education

    $7,500
  5. Columbia UniversityNew York, NY

    Support education

    $5,000
  6. CaronWernersville, PA

    Support public health

    $1,000
  7. Collegiate SchoolNew York, NY

    Support education

    $1,000
  8. Miami University Womens Giving CircleOxford, OH

    Support women

    $1,000
  9. Heart of the HamptonsSouthampton, NY

    Support community

    $500

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Community development1 grant $100,00048% of the total
  2. Sports and recreation1 grant $100,00048% of the total
  3. Education2 grants $6,0003% of the total
  4. Mental health1 grant $1,000<1% of the total
  5. Food and agriculture1 grant $500<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. Ohio3 grants $111,000
  2. Illinois1 grant $100,000
  3. New York4 grants $14,000
  4. Pennsylvania1 grant $1,000

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Mary Ann CasatiTRUSTEE Hours 3Pay $0

The return

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