Amelia Peabody Charitable Fund Trust
The Amelia Peabody Charitable Fund Trust is a private foundation established in 1974 under the estate plan of Amelia Peabody to continue her philanthropic legacy in perpetuity. Based in Boston, Massachusetts, the organization operates as an independent foundation classified as a 501(c)(3) charitable organization.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$121.5M
-0.4% YoY
Annual Giving
$15.2M
+77.5% YoY
Grant Count
54
-1.8% YoY
Avg Grant Size
$281K
+80.8% YoY
Under IRS private-foundation payout rules, Amelia Peabody Charitable Fund Trust reported a distributable amount of $10.7M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
Mission Statement:
To continue Amelia Peabody's philanthropy in perpetuity through grants to qualified non-profit organizations existing and operating in Massachusetts in the areas of medicine (human and animal), social welfare, visual arts, historic preservation, and land conservation. Grants are made exclusively for capital projects and capital purchases.
Primary Funding Areas:
- Medicine (human and animal health)
- Social welfare and social services
- Visual arts
- Historic preservation
- Land conservation
The foundation may make grants to select organizations to which Amelia Peabody made significant contributions during her lifetime.
Grantmaking
Recent notable grants include:
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation exclusively funds organizations existing and operating in Massachusetts.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $121,519,917
- Total Revenues: $16,329,702
- Total Expenses: $16,811,647
- Total Giving: $15,193,000
Historical Context: Prior to her death in 1984, Amelia Peabody personally gave more than $8 million to various charities. The foundation has awarded nearly $220 million since its establishment.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $121,519,917 | $121,983,959 | $120,342,210 |
| Revenue | $16,329,702 | $11,651,831 | $9,179,962 |
| Expenses | $16,811,647 | $10,214,237 | $7,589,035 |
| Qualifying Distributions | $16,043,376 | $9,402,860 | $6,691,650 |
| Net Investment Income | $15,659,678 | $10,767,307 | $8,602,362 |
| Distributable Amount | $10,707,014 | $9,771,765 | $9,831,041 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
248 grants across all recorded years
Open Grants
1 open opportunity from Amelia Peabody Charitable Fund Trust
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Trustees of Reservations ($4,000,000), The Mclean Hospital Corporation ($2,000,000), Massachusetts Eye and Ear Infirmary Inc ($1,750,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 2LIFE COMMUNITIES INC BRIGHTON, MA | CAPITAL | $75,000 |
| ASCENTRIA COMMUNITY SERVICES INC WORCESTER, MA | CAPITAL | $78,000 |
| BERKSHIRE FAMILY YMCA PITTSFIELD, MA | CAPITAL | $100,000 |
| BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM NEEDHAM, MA | CAPITAL | $205,000 |
| BRIDGE OVER TROUBLED WATERS INC BOSTON, MA | CAPITAL | $32,000 |
| CAPE ANN ANIMAL AID ASSOCIATION INC GLOUCESTER, MA | CAPITAL | $210,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF FALL RIVER FALL RIVER, MA | CAPITAL | $47,000 |
| CITIZEN INN PEABODY, MA | CAPITAL | $21,000 |
| CONNECTICUT RIVER WATERSHED COUNCIL INC DBA CONNECTICUT RIVER CONSERVANCY GREENFIELD, MA | CAPITAL | $100,000 |
| CRISPUS ATTUCKS CHILDREN'S CENTER DORCHESTER, MA | CAPITAL | $50,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Executive Director:
- Bethany B. Kendall
The foundation maintains a staff of 7 employees.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT G BANNISH | TRUSTEE | 7 | $100,000 |
| KATHERINE L BABSON | TRUSTEE | 7 | $100,000 |
| MARGARET H MORTON | TRUSTEE | 7 | $100,000 |
| SARAH M ALLEN | TRUSTEE | 7 | $100,000 |
| ELIZA H ROWE | TRUSTEE | 7 | $100,000 |
Recent News & Activity
Recent developments and announcements
The foundation has been active in supporting organizations across its focus areas, including grants to educational institutions, healthcare organizations, and cultural organizations. Recent recipients have included Girls Inc. of the Valley, The House of the Seven Gables, and the Peabody Essex Museum's Native American Fellowship Program.
Girls Inc. of the Valley Receives Amelia Peabody Grant - EDCSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Amelia Peabody Charitable Fund Trust fund?
**Mission Statement:** To continue Amelia Peabody's philanthropy in perpetuity through grants to qualified non-profit organizations existing and operating in Massachusetts in the areas of medicine (human and animal), social welfare, visual arts, historic preservation, and land conservation. Grants are made exclusively for capital projects and capital purchases. **Primary Funding Areas:** • Medicine (human and animal health) • Social welfare and social services • Visual arts • Historic preservat…
How do I apply for a grant from Amelia Peabody Charitable Fund Trust?
**Grant Characteristics:** • Grants are exclusively for capital projects and capital purchases • Typical award range: $6,000 to $4,000,000 • Geographic restriction: Organizations must be based in Massachusetts **Recent Grant Activity:** Recent notable grants include: • The Trustees of Reservations: $4,000,000 (50th Anniversary Grant/capital, 2024) • The McLean Hospital Corporation Employee and Retiree Medical Trust: $2,000,000 (50th Anniversary Grant/capital, 2024) • Tufts University: $1,545,00…
Where does Amelia Peabody Charitable Fund Trust make grants?
The foundation exclusively funds organizations existing and operating in Massachusetts.
What size grants does Amelia Peabody Charitable Fund Trust award?
In 2024, Amelia Peabody Charitable Fund Trust awarded 54 grants totaling $15.2M — an average of about $281K per grant, based on its IRS Form 990 filings.
How much is Amelia Peabody Charitable Fund Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Amelia Peabody Charitable Fund Trust reported a distributable amount of $10.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Amelia Peabody Charitable Fund Trust's EIN?
Amelia Peabody Charitable Fund Trust's EIN (Employer Identification Number) is 23-7364949. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Amelia Peabody Charitable Fund Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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