B&L CHARITABLE FOUNDATION TR

Cite this

Plain text B&L CHARITABLE FOUNDATION TR. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/b-and-l-charitable-foundation-tr-306601233. Retrieved 2026-11-03.

APA furp.org. (n.d.). B&L CHARITABLE FOUNDATION TR [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 3, 2026, from https://furp.org/org/b-and-l-charitable-foundation-tr-306601233

MLA “B&L CHARITABLE FOUNDATION TR.” furp.org, tax years 2020–2024, https://furp.org/org/b-and-l-charitable-foundation-tr-306601233. Accessed 3 Nov. 2026.

Retrieved 2026-11-03; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $24K · expenses $24K · assets $581K

EIN
30-6601233
Address
299 LITTLE HARBOUR LN, NAPLES, FL 34102-7623
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
November 2018 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
William E Burke Jr Co-Trustee2020-2024 1 $0 reported 1
Lillian Burke Co-Trustee2020-2024 1 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William E Burke Jr Co-Trustee1 $0-$0 $01
Lillian Burke Co-Trustee1 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William E Burke Jr Co-Trustee1 $0-$0 $01
Lillian Burke Co-Trustee1 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William E Burke Jr Co-Trustee1 $0-$0 $01
Lillian Burke Co-Trustee1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William E Burke Jr Co-Trustee1 $0-$0 $01
Lillian Burke Co-Trustee1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William E Burke Jr Co-Trustee1 $0-$0 $01
Lillian Burke Co-Trustee1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 3 grants to organizations · $18K
2023 · 4 grants to organizations · $25K
2022 · 6 grants to organizations · $53K
2021 · 7 grants to organizations · $111K · 1 grant to individuals · $8K
2020 · 1 grant to organizations · $2K · 5 grants to individuals · $58K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$24,414$24,466 $581,080$581,080 $8,978- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$86$30,445 $572,155$572,155 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$34$89,644 $819,167$819,167 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$54,355$135,083 $968,040$968,040 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$6,835$99,059 $1,091,830$1,050,360 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CALIBAN FOUNDATION TRFLT22 $25,032$192,517 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
CORS FOUNDATIONFLT22 $22,720$22,341 DIRECTOR/PRES/TREAS$0 Same NTEE code T22, revenue within 2x, same state
BEHR FOUNDATIONFLT22 $22,528$56,235 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
SCOTT C SAVIN FAM CHARITABLE TRFLT22 $24,974$9,654 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
MCMILLAN FAM FOUNDATION TRFLT22 $25,326$38,799 TRUSTEE/$0 Same NTEE code T22, revenue within 2x, same state
WARREN PENN CHARITABLE TRFLT22 $21,916$75,000 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE ESR FOUNDATIONFLT22 $24,186$63,473 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
BACHRO FOUNDATION INCFLT22 $23,973$28,552 President Trustee$0 Same NTEE code T22, revenue within 2x, same state
HP FOUNDATION INCFLT22 $26,200$4,760 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
MORAN FAM FOUNDATIONFLT22 $23,945$26,445 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
EMMA R MYERS CHARITABLE TRUSTFLT22 $26,603$37,435 TRUSTEE$10,616 Same NTEE code T22, revenue within 2x, same state
CALDWELL FAMILY FOUNDATIONFLT22 $21,500$38,091 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
PICO FAMILY FOUNDATIONFLT22 $24,209$20,427 OFFICER$0 Same NTEE code T22, revenue within 2x, same state
DUFFYS FOUNDATION INCFLT22 $22,773$29,406 PRESIDENT, DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
THE ROBERT E ROSE FOUNDATIONFLT22 $24,303$36,262 VICE PRESIDE$0 Same NTEE code T22, revenue within 2x, same state
LANDAU FAMILY FOUNDATION INCFLT22 $23,609$130,938 Director$0 Same NTEE code T22, revenue within 2x, same state
STUART L & SUSAN S BELL FAMILY FOUNDATIONFLT22 $24,575$40,000 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
JUNEBUG FOUNDATION INCFLT22 $25,000$50,028 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
GROSS FAMILY FOUNDATIONFLT22 $22,866$27,858 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
HOUSTON FAMILY FOUNDATIONFLT22 $24,918$129,331 Trustee$0 Same NTEE code T22, revenue within 2x, same state
DICROCE FAMILY FOUNDATIONFLT22 $22,365$21,686 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
DORIS WOOLSEY FOUNDATIONFLT22 $26,709$58,114 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
CHASE MARTIN SCOTT FAMILY FOUNDATION INCFLT22 $26,969$13,086 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
FORTIN FAMILY FOUNDATION INCFLT22 $26,615$50,305 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
WEIR FAMILY FOUNDATION INCFLT22 $22,289$41,920 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SANTA BARBARA FOUNDATION DAF sponsor$72,2511 12021–2021 ODELL FAMILY CHARITABLE FOUNDATION
THE OJC FUND DAF sponsor$30,7502 12020–2021 Y&M CHARITY FOUNDATION INC
COMMUNITY FOUNDATION FOR GREATER BUFFALO INC DAF sponsor$13,4061 12022–2022 NORMAN A SCHOELL CHARITABLE FOUNDATION INC
LINCOLN COMMUNITY FOUNDATION INC DAF sponsor$5,0001 12019–2019 RUBENDALL FOUNDATION CHARITABLE TRUST
Pagel Foundation Private foundation$4,0001 12011–2011 MARKUS CHARITABLE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $24,466 spent · pay $0 · grants $17,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $17,500 71.5%
Fees: legal $6,966 28.5%
Total$24,466100%

View the filing

2023 · Form 990PF · $30,445 spent · pay $0 · grants $25,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $25,000 82.1%
Fees: legal $5,301 17.4%
Other expenses $144 0.5%
Total$30,445100%

View the filing

2022 · Form 990PF · $89,644 spent · pay $0 · grants $53,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $53,000 59.1%
Fees: legal $20,666 23.1%
Taxes $9,664 10.8%
Fees: other professional $6,000 6.7%
Other expenses $314 0.4%
Total$89,644100%

View the filing

2021 · Form 990PF · $135,083 spent · pay $0 · grants $118,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $118,500 87.7%
Taxes $9,559 7.1%
Fees: other professional $6,000 4.4%
Interest $1,024 0.8%
Total$135,083100%

View the filing

2020 · Form 990PF · $99,059 spent · pay $0 · grants $59,869 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $59,869 60.4%
Fees: other professional $21,000 21.2%
Interest $9,228 9.3%
Fees: legal $7,630 7.7%
Taxes $1,332 1.3%
Total$99,059100%

View the filing

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