Bethesda-By-The-Sea Et Al Tr Xxxxx0007
EIN 136038172Total Given 2021–2025
$635K
36 grants · $127K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$18K
typical small grants · $14K–$20K
grant size
100%
deep partner · 9/9 multi-year
repeat
$5.1M
Assets (2025)
9
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $138K | $4.6M | $222K | 9 |
| 2023 | $121K | $4.3M | $196K | 9 |
| 2024 | $178K | $4.8M | $167K | 9 |
| 2025 | $199K | $5.1M | $166K | 9 |
Grant Size Distribution
Based on 36 grants on record
Minimum
$11K
25th Pctl
$14K
Median
$18K
Average
$18K
75th Pctl
$20K
Maximum
$40K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (36 total)
| Purpose | ||||
|---|---|---|---|---|
| United Methodist Church | Lyons, NY | $39,717 | GENERAL | 2025 |
| United Methodist Church | Lyons, NY | $35,508 | GENERAL | 2024 |
| United Methodist Church | Lyons, NY | $27,640 | GENERAL | 2021 |
| United Methodist Church | Lyons, NY | $22,774 | GENERAL | 2023 |
| St Joseph the Worker Parish | Ontario, NY | $19,858 | GENERAL | 2025 |
| St John'S of Lattingtown | Locust Valley, NY | $19,858 | GENERAL | 2025 |
| The Reformed Church of Locust | Locust Valley, NY | $19,858 | GENERAL | 2025 |
| The Church of St John & Stpaul | Mount Vernon, NY | $19,858 | GENERAL | 2025 |
| Religious Society of Friends | Glen Cove, NY | $19,858 | GENERAL | 2025 |
| St John'S Lutheran Church | Lyons, NY | $19,858 | GENERAL | 2025 |
| Bethesda-By-The-Sea | Palm Beach, FL | $19,858 | GENERAL | 2025 |
| First Evangelical Lutheran Church | Lyons, NY | $19,858 | GENERAL | 2025 |
| St Joseph the Worker Parish | Ontario, NY | $17,754 | GENERAL | 2024 |
| St John'S of Lattingtown | Locust Valley, NY | $17,754 | GENERAL | 2024 |
| The Reformed Church of Locust | Locust Valley, NY | $17,754 | GENERAL | 2024 |
| The Church of St John & Stpaul | Mount Vernon, NY | $17,754 | GENERAL | 2024 |
| Religious Society of Friends | Glen Cove, NY | $17,754 | GENERAL | 2024 |
| St John'S Lutheran Church | Lyons, NY | $17,754 | GENERAL | 2024 |
| Bethesda-By-The-Sea | Palm Beach, FL | $17,754 | GENERAL | 2024 |
| First Evangelical Lutheran Church | Lyons, NY | $17,754 | GENERAL | 2024 |
| The Church of St John & Stpaul | Mount Vernon, NY | $14,842 | GENERAL | 2023 |
| Religious Society of Friends | Glen Cove, NY | $14,842 | GENERAL | 2023 |
| St Joseph the Worker Parish | Ontario, NY | $13,820 | GENERAL | 2021 |
| St John'S of Lattingtown | Locust Valley, NY | $13,820 | GENERAL | 2021 |
| The Reformed Church of Locust | Locust Valley, NY | $13,820 | GENERAL | 2021 |