Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
Charleigh Charitable Trust
 
Number and street (or P.O. box number if mail is not delivered to street address)200 OLD COUNTRY RD 274
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINEOLA, NY11501
A Employer identification number

46-3376803
B Telephone number (see instructions)

(516) 739-9777
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$0J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,642,718
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6 6 6
4 Dividends and interest from securities... 1,497 1,497 1,497
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 602,908
b Gross sales price for all assets on line 6a 1,020,184
7 Capital gain net income (from Part IV, line 2)... 602,908
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
47,778    
12 Total. Add lines 1 through 11........ 2,294,907 604,411 1,503
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 300,684     300,684
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,291      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
423 423    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,236      
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
6,722    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,041      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
515,021     407,182
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 836,418 423   707,866
25 Contributions, gifts, grants paid....... 619,766 619,766
26 Total expenses and disbursements. Add lines 24 and 25 1,456,184 423   1,327,632
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 838,723
b Net investment income (if negative, enter -0-) 603,988
c Adjusted net income (if negative, enter -0-)... 1,503
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 154,718 162,517  
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 45,729 316,648  
14 Land, buildings, and equipment: basis right arrow134,664
Less: accumulated depreciation (attach schedule) right arrow13,415 127,971 Click to see attachment
List of Attached Documents:
// Content
121,249 		 
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,719 		Click to see attachment
List of Attached Documents:
// Content
1,727 		 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 330,137 602,141 0
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 330,137 602,141
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 330,137 602,141
30 Total liabilities and net assets/fund balances (see instructions). 330,137 602,141
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
330,137
2
Enter amount from Part I, line 27a .....................
2
838,723
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,168,860
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
566,719
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
602,141
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a various Charles Schwab - 4197 - ST-Covered P 2025-01-01 2025-06-30
b various Charles Schwab - 4197 - LT - (jan-june) P 2001-01-01 2025-06-30
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 47,419   49,949 -2,530
b 972,765   367,327 605,438
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,530
b       605,438
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 602,908
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -2,530
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,395
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 8,395
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,395
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,937
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,937
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,540
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,540 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowERNEST D LOEWENWARTER & CO Telephone no.right arrow (516) 739-9777

Located atright arrow200 OLD COUNTRY ROAD SUITE 274MINEOLANY ZIP+4right arrow11501
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHARLES MERINOFF COO
0.00 		0    
200 OLD COUNTRY ROAD STE 274
MINEOLA,NY11501
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
0
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
0
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
0
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
0
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
0
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,395
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,395
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,395
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
8,395
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
0
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,327,632
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,327,632
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 0
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 330,367
b From 2020...... 1,154,135
c From 2021...... 1,258,664
d From 2022...... 1,199,921
e From 2023...... 1,357,965
f Total of lines 3a through e ........ 5,301,052
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,327,632
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus 1,327,632
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,628,684
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		330,367
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,298,317
10 Analysis of line 9:
a Excess from 2020.... 1,154,135
b Excess from 2021.... 1,258,664
c Excess from 2022.... 1,199,921
d Excess from 2023.... 1,357,965
e Excess from 2024.... 1,327,632
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
CHARLES MERINOFF
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
WILLISTEAD MANOR INC


1899 NIAGARA STREET
WINDSOR,ONTARION8H1K3
CA 		NONE   TO MAINTAIN THE WILLISTEAD MANOR 25,000
WEST RIVER COMMUNITY PROJECT


6573 VT 30
WEST TOWNSHEND,VT05359 		NONE NC SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES 130,527
BRIDGES OUTREACH INC


PO BOX 1444
SUMMIT,NJ07902 		NONE   REACHES OUT TO HOMELESS IN NYC 100
CHESTER AGRICULTURE CENTER


50 OGDEN DRIVE
MOUNTAINVILLE,NY10953 		NONE   SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES 10,000
CHILDREN'S HEALTH DEFENSE


1227 N PEACHTREE PARKWAY
PEACHTREE CITY,GA30269 		NONE   Its mission is to end childhood health epidemics by working aggressively to eliminate harmful exposures, hold those responsible accountable, and to establish safeguards to prevent future harm. 42,500
EAST HAMPTON FIRE DEPARTMENT


1 CEDAR STREET
EAST HAMPTON,NY11954 		NONE   PUBLIC SAFTEY 250
EAST HAMPTON POLICE BENEVOLENT


PO BOX 1035
EAST HAMPTON,NY11937 		NONE   PUBLIC SAFTEY 250
WESTON A PRICE FOUNDATION


4200 WISCONSIN AVENUE
WASHINGTON,DC20016 		NONE   The Foundation is dedicated to restoring nutrient-dense foods to the human diet through education, research and activism. 32,500
JOSEPHINE PORTER INSTITUTE


652 THOMPSON RD
FLOYD,VA24091 		NONE   through biodynamic preparations, education and research, and to build a dynamic integrated network so our legacy is accessible to all future generations. 250
LONDONDERRY VOLUNTEER RESCUE SQUAD


6068 VERMONT RTE 100
LONDONDERRY,VT05148 		NONE   PUBLIC SAFTEY 500
NATIONAL MULTIPLE SCLEROSIS SOCIETY


733 3RD AVE
NEW YORK,NY10017 		NONE   MSAA is a resource for the MS community, improving lives through vital services & support. 15,000
NOFA VT


PO BOX 697
RICHMOND,VT05477 		NONE   build an economically viable, ecologically sound and socially just Vermont agricultural system that benefits all living things. 25,000
THE TOWNSHEND COMMUNITY FOOD SHELF


46 COMMON RD
TOWNSHEND,VT05353 		NONE   volunteer run community food shelf offering supplemental food assistance to all people in need. 100
TOWNSHEND VOLUNTEER FIRE DEPARTMENT


TOWNSHEND
TOWNSHEND,VT05353 		NONE   PUBLIC SAFETY 100
WINDHAM VOLUNTEER FIRE COMPANY


290 WHITE RD
WINDHAM,VT05143 		NONE   PUBLIC SAFETY 250
WWOOF-USA


CALIFORNIA
CALIFORNIA,CA90000 		NONE   ORGANIC FARMING 100
VT DIGGER


26 State Street Suite 8
Montpelier,VT05602 		NONE   COMMUNITY OUTREACH 100
FLORIDA AM ALUMNI ASS OF PALM BEACH


PO Box 7351
Tallahassee,FL32314 		NONE   Celebrate our rich heritage 20,000
FOUNDATION FIGHTING BLINDNESS


6925 Oakland Mills Road 701
COLUMBIA,MD21045 		NONE   treatments and cures for people affected by retinitis pigmentosa, macular degeneration, Usher syndrome and the entire spectrum of retinal degenerative diseases. 1,000
HEALTH FREEDOM DEFENSE FUND


220 East Ave Ste 169
Ketchum,ID83340 		NONE   bodily autonomy 15,000
HOSPITAL FOR SPECIAL SURGERY


535 East 70th Street
NEW YORK,NY10021 		NONE   orthopedics 16,420
HURU INTERNATIONAL


15 W 26th St
NEW YORK,NY10010 		NONE   fighting period poverty and empowering girls in East Africa 7,500
MAKE-A-WISH METRO NEW YORK


500 5th Avenue
NEW YORK,NY10110 		NONE   create life-changing wishes for children with critical illnesses. 5,000
NICHOLAS PEDONE FOUNDATION


PO BOX 330
GLEN COVE,NY11542 		NONE   kids fighting cancer & encourage them to always Fight Hard Smile Big with hope, love, and endurance! 5,000
THURGOOD MARSHALL COLLEGE FUND


901 F St NW STE 700
Washington,DC20004 		NONE   supports and represents nearly 300,000 students 30,000
VERMONT LAND TRUST


8 Bailey Ave
Montpelier,VT05602 		NONE   protect farms, forests, and community places. 100
AMERICAN CANCER SOCIETY


270 Peachtree St NW Suite 1300
Atlanta,GA30303 		NONE   The mission of the American Cancer Society is to improve the lives of people with cancer and their families through advocacy, research, and patient support, to ensure everyone has an opportunity to prevent, detect, treat, and survive cancer. 10,000
COMMON ROOTS


58 Saratoga Ave
South Glens Falls,NY12803 		NONE   When Bert and Christian began envisioning a community brewery, they established some core values: healthy living, environmental sustainability, social responsibility, and inclusiveness. The Common Roots Brewing Company was founded on that ethos, and along with great beer, it was the reason the company thrived locally in South Glens Falls, as well as amongst the craft beer community at large. While a formalized nonprofit was always part of Common Roots master plan, it really came to life after the fire. The Webers vowed to repay the community, and in 2020 they founded the Common Roots Foundation, with a mission to assist the community in times of need, support community wellness, and promote environmental stewardship. 20,000
FOOD CONNECTS


22 BROWNE COURT
BRATTLEBORO,VT05301 		NONE   We believe that transforming the food system requires the direct engagement and empowerment of all of us. We work to be a leader in strengthening the movement for community-based food systems throughout New England, building healthy families, thriving farms, and connected communities as we progress. 50,000
FOOD FREEDOM FOUNDATION


705 Fairview Forest Drive
Fairview,NC28730 		NONE   Food Freedom Foundation is committed to building an inclusive food system that is fair to farmers and consumers. 10,000
GRACE COTTAGE FOUNDATION


PO Box 1
Townshend,VT05353 		NONE   To serve the healthcare needs of our community; to promote wellness, relieve suffering, and restore health. 10,000
MOUNT VERNON LADIES ASS OF THE UNIO


3200 Mount Vernon Memorial Highway
Mount Vernon,VA22121 		NONE   The mission of the Mount Vernon Ladies Association is to preserve, restore, and manage the estate of George Washington to the highest standards and to educate visitors and people throughout the world about the life and legacies of George Washington, so that his example of character and leadership will continue to inform and inspire future generations. 4,000
SOJOURNS COMMUNITY HEALTH CLINIC


4923 US-5
Westminster,VT05158 		NONE   Our commitment to health access, regardless of socioeconomic status, is why we take time to listen to patients and collaborate across disciplines (primary care, naturopathic care, physical therapy, chiropractic, and acupuncture); educate colleagues and patients in complementary approaches to wellness; and reach a broader array of patients by working with insurance companies. 5,000
VERMONT ACADEMY


10 Long Walk PO Box 500
Saxtons River,VT05154 		NONE   Students thrive in opportunities that enable them to express the complexity and sophistication of their inner selves and inner lives. Our students understand what it means to go beyond Gladwell's theory, because practice skills must be accompanied by cultivated flexibility and scrappy problem-solving in the moment. Vermont Academy is a community of scholars and athletes, scientists and writers, artists and engineers who show us every day that cultivating passions and interests is just as important as self-awareness about how we learn and work. 10,000
VERMONT SHERIFFS ASSOCIATION


PO Box 4466
Bennington,VT05201 		NONE   As a citizen, you can depend on your Sheriff's Department to help make a community that's safe and trouble free. But to be truly effective, a Sheriff's Department depends on your cooperation and involvement. Crime and accidents result in the great costs of lives, money, and pain. The Sheriff's Department is working hard to protect you from these dangers. Sheriff's Departments around the State are actively involved in Neighborhood Watch, D.A.R.E., Elderly Assistance and a host of other crime prevention projects. 100
LEAVE IT BETTER FOUNDATION


New York
New York,NY10010 		CHARITABLE   reGeneration Educational Program, youth empowerment, food justice, farming, mobilizing, sustainabilty, grassroots organizing, activism, civic engagement, nutrition, health, farmers' markets, environmental stewardship, food & environmental policy. 15,000
NATIONAL VACCINE INFORMATION CENTER


21525 Ridgetop Circle Suite 100
Sterling,VA20166 		CHARITABLE   dedicated to preventing vaccine injuries and deaths through public education and advocating for informed consent protections in medical policies and public health laws. 250
WHOLESOME WAVE


PO Box 3968
Bridgeport,CT06605 		CHARITABLE   to end food and nutrition insecurity by making nutritious produce available and affordable to all, especially those in historically underserved communities. 33,333
USA for UNFPA


605 3rd Ave 4th floor
New York,NY10158 		CHARITABLE   United Nations sexual and reproductive health and rights agency, is dedicated to creating a world where every pregnancy is wanted, every childbirth is safe, and every woman and girl can reach her fullest potential. At USA for UNFPA, we work with Americans to raise awareness and funding for this lifesaving mission, so women and girls can access the care they deserve no matter what. 15,000
BELLE ISLE CONSERVANCY


300 RIVER PLACE DR STE 2800
DETROIT,MI48207 		NONE   To protect, preserve, and enhance Belle Isles natural beauty, historic structures, and unique character for the enjoyment of all, in every season, from sunrise to sunset. 5,000
CAJUN NAVY RELIEF FUND


10134 HAMMERLY BLVD STE 137
HOUSTON,TX77080 		NONE   Help saving lives through immediate, on-the-ground search and rescue (SAR) and relief efforts during natural disasters 1,015
CHICAGO BLACKHAWKS FOUNDATION


1901 W MADISON ST
CHICAGO,IL60612 		NONE   Drive impact and purpose by building authentic, community-based partnerships across the region; investing in and delivering meaningful programs 5,000
CULINARY INSTITUTE OF AMERICA


1946 CAMPUS DRIVE
HYDE PARK,NY12538 		NONE   Promote culinary education 2,500
DETROIT ZOOLOGICAL SOCIETY


8450 W 10 MILE RD STE 1
ROYAL OAK,MI48067 		NONE   To create meaningful connections between people, animals, and the natural world so all can thrive 5,000
DOOR TO FREEDOM


1605 CENTRAL AVE STE 6 315
SUMMERVILLE,SC29483 		NONE   To provide safe places for survivors of sex trafficking to experience a transformed life. 6,000
DUBOIS COUNTY MUSEUM


2704 N Newton St
JASPER,IN47546 		noi   Support mission to collect, preserve, and interpret the local history, heritage, and artifacts of Dubois County, Indiana, while providing education to the general public 1,000
FIRST BAPTIST CHURCH ROAN MOUNTAIN


8498 US-19E
ROAN MOUNTAIN,TN37687 		NONE   Support mission pursuing the glory of God, growing in His Word, and cultivating gospel-driven community 500
FLCCC ALLIANCE


2001 L ST NW SUITE 500
WASHINGTON,DC20036 		NONE   Support mission centered on providing "Honest Medicine" that prioritizes patients over profits 700
MERCY CHEFS


711 WASHINGTON STREET
PORTSMOUTH,VA23704 		NONE   To support mission to just go feed people 500
NOONDAY FARM INC


96 WINDSOR ROAD
WINCHENDON,MA01475 		NONE   Support mission of fighting hunger and building a better world through sustainable, organic farming 250
OPERATION AIRDROP


1226 COUNTRY ROAD 4380
DECATUR,TX76234 		NONE   To support mission that mobilizes private pilots and volunteers to deliver essential, life-sustaining supplies to communities cut off by natural disasters 515
SLOW MONEY INSTITUTE


1035 PEARL STREET UNIT 424
BOULDER,CO80302 		NONE   To support mission to catalyze the flow of capital to local food systems, connecting investors to their local communities to foster nonviolence, health, and economic resilience 1,000
SOL WEST FOUNDATION


494 CAMINO MANZANAS
THOUSAND OAKS,CA91360 		NONE   Support leaders in food and nutrition to provide the most nutritious meals possible for those they feed 10,000
TERRY FUND


510 GRUMMAN RD W
BETHPAGE,NY11714 		NONE   To support the firefighters and their families who continue to serve 3,000
THE DREAM SCHOOL FOUNDATION


18725 W CAVENDISH DR
CASTRO VALLEY,CA94552 		NONE   To support the mission to ensure the right to quality, equitable education and holistic development for children from disadvantaged socio-economic backgrounds 1,500
UJA-FEDERATION OF NY


130 EAST 59TH STREET
NEW YORK,NY10022 		NONE   To support mission to strengthen Jewish communities locally and globally, support those in need, combats antisemitism, and responds to global crises 10,000
WORLD CENTRAL KITCHEN


PO BOX 96538
WASHINGTON,DC20090 		NONE   To support mission of providing meals in response to humanitarian, climate, and community crises 1,056
Total .................................right arrow 3a 619,766
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
aAGROLIVING PROGRAM INCOME         47,778
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        6
4 Dividends and interest from securities ....         1,497
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        602,908
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..     652,189
13Total. Add line 12, columns (b), (d), and (e)..................
13
652,189
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1a Teaching students & providing classes to educate them on biodiversity and homesteading.
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Charleigh Charitable Trust
 
Employer identification number

46-3376803
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Charleigh Charitable Trust
  		Employer identification number
46-3376803
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CHARLES MERINOFF
200 OLD COUNTRY RD SUITE 274
 
MINEOLA, NY11501

$ 1,642,718


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Charleigh Charitable Trust
  		Employer identification number

46-3376803
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TRADED SECURITIES $ 907,718  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Charleigh Charitable Trust
  		Employer identification number

46-3376803
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2

TY 2024 AccountingFeesSchedule
Name:
Charleigh Charitable Trust
EIN:
46-3376803
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accountin fees 4,291 0 0 0

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TY 2024 DepreciationSchedule
Name:
Charleigh Charitable Trust
EIN:
46-3376803
Software ID:
24020490
Software Version:
2024v5.2
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Leasehold Imporvements 2023-01-01 50,000 5,000 SL 6.67 % 3,335      
Leasehold Imporvements 2024-01-01 84,664 1,693 SL 4.00 % 3,387      

TY 2024 LandEtcSchedule2
Name:
Charleigh Charitable Trust
EIN:
46-3376803
Software ID:
24020490
Software Version:
2024v5.2
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Improvements 134,664 13,415 121,249  


TY 2024 OtherAssetsSchedule
Name:
Charleigh Charitable Trust
EIN:
46-3376803
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MSOA FAMILY OFFICE LLC 1,719 1,727  


TY 2024 OtherExpensesSchedule
Name:
Charleigh Charitable Trust
EIN:
46-3376803
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANIMAL FEED 8,418     8,418
ANIMAL SUPPLIES 718     718
BANK CHARGES 775     775
BEE SUPPLIES 11,972     11,972
BUTCHER SHOP 466     466
CERAMIC SHOP 5,349     5,349
CHIMNEY MAINTENCE 740      
COMPUTER AND INTERNET 5,640     5,640
DAIRY SUPPLIES 93     93
DUES & SUBSCRIPTIONS 139     139
EDUCATIONAL RESEARCH 909     909
EMPLOYER PAYROLL TAXES 86,473     86,473
FARM GROCERIES 13,917     13,917
FARM SUPPLIES 25,037     25,037
FARM VEHICLE EXPENSES 13,317     13,317
FIREWOOD 1,800     1,800
GARBAGE REMOVAL 3,594      
GIFT 397     397
GRAPHIC DESIGN 2,322     3,558
GRAPHIC DESIGN BADGES 10,047     11,759
HAY 17,315     17,315
HOUSEKEEPING 11,100     11,100
INSURANCE 38,455      
MISCELLANEOUS EXP 2,393      
OFFICE EXPENSES 6,303      
OUTREACH 34,458     34,458
PAYCHEX 401K 1,381     1,381
PAYROLL SERVICE FEES 11,791     11,791
PROPERTY TAXES 14,971      
REPAIR AND MAINTENANCE 131,499     131,499
SEEDS AND PLANTS 1,822     1,822
TOOLS AND EQUIPMENT 1,186     1,186
UTILITIES 44,331      
VETERINARIAN 1,596     1,596
YOUNG FARMER CAMP PROGRAM 1,871     1,871
YOUNG FARMER PROGRAM 2,426     2,426


TY 2024 OtherIncomeSchedule2
Name:
Charleigh Charitable Trust
EIN:
46-3376803
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AGROLIVING PROGRAM INCOME 47,778    


TY 2024 OtherProfessionalFeesSchedule
Name:
Charleigh Charitable Trust
EIN:
46-3376803
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
C.S. ADVISOR FEES 423 423 0 0


TY 2024 TaxesSchedule
Name:
Charleigh Charitable Trust
EIN:
46-3376803
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INCOME TAX 5,000      
SALES TAXES 236