Braemar Charitable Trust
Braemar Charitable Trust is a private foundation based in Portland, Oregon. Its grantmaking includes support for Oregon organizations, while the Trust’s stated charitable purpose is to improve health outcomes and advance healthcare equity and access in the Waikato community of New Zealand.
Braemar Charitable Trust at a glance
In short: Braemar Charitable Trust gave $1.5M across 129 grants in 2025 (avg $12K), mostly in Oregon. 63% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,493,164
- +25.4% vs 2024
- Grants made (2025)
- 129
- +25.2% vs 2024
- Average grant
- $11,575
- +0.1% vs 2024
- Median grant
- $14,000
- Total assets
- $31,464,806
- +1.1% vs 2024
- New grantees (estimate)
- 63% first-time grantees (75 of 119, 2025)
- Primary geography
- Oregon (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Braemar Charitable Trust
- How to Apply
-
The 2023 filing directs applicants to contact Trust Management Services and submit a written application with the listed materials. It states that complete application requirements are available through Trust Management Services.
- Review Cycle
- The 2023 filing states that submission deadlines vary.
- Deadline
- The 2023 filing states that submission deadlines vary.
- Contact
Application contact: Trust Management Services
Mailing address: 5 N Hwy 101 Pmb 562, Warrenton, OR 97146
Phone: (971) 408-3912
Email: info@trustmanagementservices.net
Website: https://braemartrust.co.nz
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
6 open opportunities from Braemar Charitable Trust
Trust Management Services Grant - Central Oregon Region
Braemar Charitable Trust
Amount
Up to US $15,000
Deadline
Deadline not published
Trust Management Services Grant - Eastern Oregon Region
Braemar Charitable Trust
Amount
Up to US $15,000
Deadline
Deadline not published
Trust Management Services Grant - Mid Valley Region
Braemar Charitable Trust
Amount
Up to US $15,000
Deadline
Deadline not published
Who Braemar Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was CASA of Eastern Oregon Inc ($90K). Together the top 10 received $259K.
Organizations only. It also paid 1 grant to individuals ($15,000), which are not listed by name.
Grant Size Distribution
478 grants across all recorded years
The most common grant size was under $50K: 477 grants of 478 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 98% of grant dollars went to recipients in Oregon, 1% to Puerto Rico, and 1% to Alaska. The 2023 filing states that grants are limited to tax-exempt organizations within Oregon.
The Trust’s website describes its healthcare work as serving the Waikato community in New Zealand.
Grant Distribution by State
Share of 2025 grant dollars across all 129 itemized grants.
Cities
Is Braemar Charitable Trust open to new grantees?
63%
first-time grantees, 2025
In 2025, 75 of 119 grantees (63%) were first-time recipients. First grants averaged $11K; repeat grants $14K. How we count
Medians: $14K first-time, $15K repeat.
- 3% of 2025 grantees were also funded in 2024. Method
- Giving grew 58% from 2022 to 2025. Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $772K (2020) to $1.5M (2025). In 2025 it made 129 grants totaling $1.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CASA of Eastern Oregon Inc Baker City, OR | Support CASA Activities in Six Eastern Oregon Counties. | $90,000 |
| CASA of Polk County Inc Dallas, OR | To Support CASA Volunteer Manager Activities. | $20,000 |
| Acres of Hope Independence, OR | To help complete the renovation of a barn into a new woodshop. | $15,000 |
| Alberta Abbey Foundation Portland, OR | Support space and snacks for youth / add a new arts tech internship program. | $15,000 |
| Arch Cape-Falcon Cove Beach Community Club Inc Arch Cape, OR | Provide the Essential Materials for Community Preparedness. | $15,000 |
| Art Center East (FKA Eastern Oregon Regional Arts Council) La Grande, OR | Help Continue the Art Grief Group Program. | $15,000 |
| Assistance League of the Columbia Pacific Astoria, OR | Support the school activities sponsorship (SAS) and duffel bag program. | $15,000 |
| Beaverton Education Foundation Beaverton, OR | Support Student Instrument Costs in Education Classes. | $15,000 |
| Birch Community Services Portland, OR | To help fund a refrigeration unit to a new transit van. | $15,000 |
| Bird Alliance of Oregon Inc Portland, OR | Support the Green Leaders Program. | $15,000 |
Ready to take the next step with Braemar Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $31,464,806 | $2,107,748 | $1,776,891 | $1,493,164 | 129 | $1,680,482 | $1,951,514 | $1,810,454 |
| 2024 | $31,133,949 | $5,699,708 | $1,433,328 | $1,190,722 | 103 | $1,351,328 | $1,039,496 | $1,646,248 |
| 2023 | $26,865,700 | $3,149,025 | $1,184,360 | $945,647 | 78 | $1,109,960 | $737,782 | $1,316,292 |
| 2022 | $24,901,035 | $5,316,619 | $1,162,663 | $947,693 | 86 | $1,106,185 | $902,264 | $1,151,266 |
| 2021 | $20,749,820 | $2,999,480 | $1,006,038 | $791,733 | 82 | — | $717,948 | $1,089,995 |
| 2020 | $18,757,378 | $913,994 | $1,044,619 | $771,651 | 86 | — | $794,631 | $930,778 |
| 2019 | $18,908,003 | $1,937,198 | $1,239,425 | $831,676 | 92 | — | $1,700,637 | $929,203 |
Under IRS private-foundation payout rules, Braemar Charitable Trust reported a distributable amount of $1.8M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The Trust’s stated purpose is improving health outcomes in its communities, and its vision is to advance healthcare equity and access. Its website describes five charitable pillars: providing medical facilities and specialised hospital care; facilitating community surgery and health interventions; promoting collaboration for better health outcomes; growing the medical workforce and its skills; and contributing to medical research.
Its 2025 grants also show support for organizations working in varied areas. For example, CASA of Eastern Oregon describes its mission as volunteer advocacy for abused and neglected children in seven Oregon counties; Oregon Ballet Theatre describes a focus on ballet performance, training, and education; and Oregon Robotics Tournament & Outreach Program describes providing youth with educational opportunities in science, technology, engineering, and mathematics through robotics.
Grantmaking
In filing year 2025, the Trust reported 129 grants totaling $1,493,164. Grant amounts ranged from $2,000 to $90,000, with a median of $14,000. The largest listed award was $90,000 to CASA of Eastern Oregon to support CASA activities in six eastern Oregon counties. Other listed awards included $20,000 to CASA of Polk County for CASA volunteer manager activities and $15,000 to Acres of Hope to help complete a barn renovation into a woodshop.
The Trust’s 2023 filing states that it does not restrict giving to preselected organizations. It describes a written application process requiring proof of tax-exempt status; confirmation that the applicant is not a non-functionally integrated Type III supporting organization; bylaws and constitution; current financial statements; a statement of the specific endeavor; a record of prior results of similar efforts; and other information the applicant considers pertinent. The filing states that grants are limited to tax-exempt organizations within Oregon, that the maximum grant is generally $15,000, and that grants are not made to individuals.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Martha B. Cox, Melanie Ann Dawson, Ken Dawson, and Greg Snyder as trustees. It lists Trust Management Services LLC, Ashleigh Naslund, and Thomas Bird as grant administrators.
Braemar Charitable Trust's 2025 filing lists 7 officers; 2 of 7 officers listed in 2025 are compensated.
Officers on the 2025 filing
Greg Snyder
Trustee
On filings since 2019
1 hr/week
No compensation reported
Ken Dawson
Trustee
On filings since 2019
1 hr/week
No compensation reported
Martha B. Cox
Trustee
On filings since 2019
3 hrs/week
No compensation reported
Melanie Ann Dawson
Trustee
On filings since 2019
1 hr/week
No compensation reported
Ashleigh Naslund
Grant Administrator
On filings since 2024
20 hrs/week
$56K (2024) → $88K (2025)
Thomas Bird
Grant Administrator
On filings since 2024
20 hrs/week
$56K (2024) → $88K (2025)
Trust Management Services LLC
Grant Administrator
On filings since 2021
No compensation reported
Former officers (1)
- Former: Mary C. Bird (2019–2024) — Grant Administrator
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $88K, to Ashleigh Naslund (Grant Administrator). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Braemar Charitable Trust
How much does Braemar Charitable Trust give each year?
Braemar Charitable Trust gave $1.5M across 129 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.2M across 103 grants.
What is Braemar Charitable Trust's typical grant size?
Braemar Charitable Trust's median grant in 2025 was $14,000, and its average grant was $11,575, across 129 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Braemar Charitable Trust that year got $11K on average.
Where does Braemar Charitable Trust give grants?
Braemar Charitable Trust gives mostly in Oregon: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Portland, OR (59 grants), Newport, OR (7 grants), Astoria, OR (6 grants) and McMinnville, OR (4 grants).
Does Braemar Charitable Trust give general operating support?
Occasionally: 2% of Braemar Charitable Trust's 2025 grants with a stated purpose (3 of 129) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Braemar Charitable Trust's largest grantees?
Braemar Charitable Trust's largest 2025 grantees include CASA of Eastern Oregon Inc ($90,000), Boxes of Love Project Inc ($20,000 across 2 grants) and CASA of Polk County Inc ($20,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($15,000), which are not listed by name. Together they received 9% of its itemized 2025 grant dollars.
How large is Braemar Charitable Trust?
Braemar Charitable Trust reported $31.5M in total assets on its 2025 IRS Form 990-PF. It paid out $1.7M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Braemar Charitable Trust fund?
The Trust’s stated purpose is improving health outcomes in its communities, and its vision is to advance healthcare equity and access. See mission & focus areas ↑
How do I apply for a grant from Braemar Charitable Trust?
The 2023 filing directs applicants to contact Trust Management Services and submit a written application with the listed materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Braemar Charitable Trust's EIN?
Braemar Charitable Trust's EIN (Employer Identification Number) is 93-6272124. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 5, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Braemar Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Braemar Charitable Trust funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/braemar-charitable-trust-morg_33e03ae4fc99416799040fafb750b0e7
BibTeX
@misc{grantable_936272124_2026,
author = {{Grantable}},
title = {{Braemar Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/braemar-charitable-trust-morg_33e03ae4fc99416799040fafb750b0e7},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Braemar Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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