Cardinal Brook Trust
Cardinal Brook Trust is a private foundation based in Boston, Massachusetts, established in 1989. As a 501(c)(3) private independent foundation, it maintains significant assets and engages in active grantmaking across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$124.6M
+20.2% YoY
Annual Giving
$2.3M
+9176.7% YoY
Grant Count
12
+140.0% YoY
Avg Grant Size
$190K
+3765.3% YoY
Mission & Focus Areas
The foundation's mission is giving primarily for environmental programs, health care, and education. According to its filings, the trust also supports philanthropy, voluntarism, and grantmaking initiatives, as well as human services.
Grantmaking
Cardinal Brook Trust made 50 grants in its most recent reporting year. Typical grant awards range from $1,000 to $2,200,000. The foundation has demonstrated support across diverse organizations, including educational institutions and community-based nonprofits. A documented grant includes $3,125 to Barre Center for Buddhist Studies for general support.
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking is primarily concentrated in Massachusetts, with particular emphasis on the Boston area and surrounding regions.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total assets: $103,661,109
- Total revenues: $50,394,251
- Total expenses: $572,982
- Total grants and contributions: $44,647,114
- Investment income and dividends: $3,721,168
- Net gain from sale of non-inventory assets: $1,726,058
As of 2024 (most recent filing):
- Total assets: $124,608,800
- Total giving: $2,284,379
The foundation has zero employees and maintains its principal address at c/o KLR, 99 Summer Street, Suite 520, Boston, MA 02110.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $124,608,800 | $103,661,109 | $53,788,650 |
| Revenue | $23,714,697 | $50,394,251 | $4,873,717 |
| Expenses | $2,914,968 | $572,982 | $2,832,864 |
| Qualifying Distributions | $2,315,629 | $61,973 | $2,470,288 |
| Net Investment Income | $6,128,557 | $5,349,700 | $4,515,672 |
| Distributable Amount | $7,031,657 | $4,385,176 | $2,835,599 |
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
143 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is supported by Karen & David Davis.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HANNAH JOHNSON | TRUSTEE | 1 | — |
| NATHAN DAVIS | TRUSTEE | 1 | — |
| JACOB DAVIS | TRUSTEE | 1 | — |
| REBECCA AURES | TRUSTEE | 1 | — |
| KAREN DAVIS | TRUSTEE | 1 | — |
| DAVID DAVIS | TRUSTEE | 1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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