J R Albert Charitable Trust
EIN 766163079Total Given 2016–2023
$2.1M
80 grants · $260K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$29K
typical mid grants · $15K–$34K
grant size
75%
deep partner · 18/24 multi-year
repeat
$5.9M
Assets (2023)
24
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(860) 668-2133
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $300K | $7.3M | $212K | 10 |
| 2017 | $320K | $7.3M | $275K | 12 |
| 2018 | $296K | $6.8M | $369K | 14 |
| 2020 | $309K | $7.3M | $318K | 12 |
| 2021 | $340K | $7.2M | $365K | 10 |
| 2022 | $259K | $5.8M | $-198K | 10 |
| 2023 | $260K | $5.9M | $227K | 12 |
Grant Size Distribution
Based on 80 grants on record
Minimum
$500
25th Pctl
$15K
Median
$29K
Average
$26K
75th Pctl
$34K
Maximum
$75K
Geographic Distribution
Officers & Directors
KL
Karen Lima
7+ yrs
Trustee
KL
Karen Lima
7+ yrs
Trustee
KL
Karen Lima
7+ yrs
Trustee
KL
Karen Lima
7+ yrs
Trustee
KL
Karen Lima
7+ yrs
Trustee
KL
Karen Lima
7+ yrs
Trustee
KL
Karen Lima
7+ yrs
Trustee
Grants Awarded (80 total)
| Purpose | ||||
|---|---|---|---|---|
| Convoy of Hope | Springfield, MO | $75,000 | CODE SECTION 501(C)(3) PURPOSES | 2017 |
| Springfield Rescue Mission | Springfield, MA | $59,000 | CODE SECTION 501(C)(3) PURPOSES | 2016 |
| Springfield Rescue Mission | Springfield, MA | $55,000 | CODE SECTION 501(C)(3) PURPOSES | 2017 |
| Texas Children'S Hospital | Houston, TX | $55,000 | CODE SECTION 501(C)(3) PURPOSES | 2017 |
| Texas Children'S Hospital | Houston, TX | $52,000 | CODE SECTION 501(C)(3) PURPOSES | 2016 |
| Dana Farber Cancer Institute | Boston, MA | $45,000 | CODE SECTION 501(C)(3) PURPOSES | 2017 |
| Texas Children'S Hospital | Houston, TX | $42,000 | CODE SECTION 501(C)(3) PURPOSES | 2018 |
| Pattison'S Academy | Charleston, SC | $41,000 | CODE SECTION 501(C)(3) PURPOSES | 2021 |
| Sos Health Care Inc | Myrtle Beach, SC | $40,000 | CODE SECTION 501(C)(3) PURPOSES | 2021 |
| Jubilee Market | East Granby, CT | $40,000 | CODE SECTION 501(C)(3) PURPOSES | 2016 |
| Target Hunger | Houston, TX | $40,000 | CODE SECTION 501(C)(3) PURPOSES | 2016 |
| Springfield Rescue Mission | Springfield, MA | $40,000 | CODE SECTION 501(C)(3) PURPOSES | 2018 |
| Pattison'S Academy | Charleston, SC | $38,000 | CODE SECTION 501(C)(3) PURPOSES | 2020 |
| Convoy of Hope | Springfield, MO | $38,000 | CODE SECTION 501(C)(3) PURPOSES | 2021 |
| Texas Children'S Hospital | Houston, TX | $38,000 | CODE SECTION 501(C)(3) PURPOSES | 2021 |
| Target Hunger | Houston, TX | $38,000 | CODE SECTION 501(C)(3) PURPOSES | 2018 |
| Sos Health Care Inc | Myrtle Beach, SC | $37,000 | CODE SECTION 501(C)(3) PURPOSES | 2020 |
| Dana Farber Cancer Institute | Boston, MA | $37,000 | CODE SECTION 501(C)(3) PURPOSES | 2016 |
| Springfield Rescue Mission | Springfield, MA | $35,000 | CODE SECTION 501(C)(3) PURPOSES | 2021 |
| Target Hunger | Houston, TX | $35,000 | CODE SECTION 501(C)(3) PURPOSES | 2017 |
| Sovereign Grace Academy | Springfield, MA | $34,000 | CODE SECTION 501(C)(3) PURPOSES | 2021 |
| Dana Farber Cancer Institute | Boston, MA | $32,000 | CODE SECTION 501(C)(3) PURPOSES | 2021 |
| Convoy of Hope | Springfield, MO | $31,500 | CODE SECTION 501(C)(3) PURPOSES | 2022 |
| Springfield Rescue Mission | Springfield, MA | $31,500 | CODE SECTION 501(C)(3) PURPOSES | 2022 |
| Mayo Clinic | Rochester, MN | $31,000 | CODE SECTION 501(C)(3) PURPOSES | 2021 |