Francis Berry & Ola Livingston Trust

PITTSBURGH, PA EIN: 31-6448741

Francis Berry & Ola Livingston Trust is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.2M in total assets. In 2025, it awarded 3 grants totaling $289K. Net investment income was $359K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.2M

+1.0% YoY

Annual Giving

$289K

+5.7% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$96K

+5.7% YoY

Under IRS private-foundation payout rules, Francis Berry & Ola Livingston Trust reported a distributable amount of $302K for 2025 — the minimum it must pay out in qualifying distributions.

About Francis Berry & Ola Livingston Trust

Based on IRS filings

Francis Berry & Ola Livingston Trust is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.2M in total assets. In 2025, it awarded 3 grants totaling $289K. Net investment income was $359K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

DallasGalvestonHurst

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$169K$338K$507K$676K20212022202320242025
Metric202520242023
Total Assets$5,195,694$5,143,332$5,225,916
Revenue$418,135$262,920$12,084
Expenses$365,387$342,155$410,135
Qualifying Distributions$302,398$285,986$332,848
Net Investment Income$359,001$199,779$72,678
Distributable Amount$301,878$280,583$268,876

Giving Over Time

Total grant dollars and number of grants per year

$0$82K$165K$247K$330K3 grants20213 grants20223 grants20233 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

SHRINERS HOSPITAL FOR CH…$173KTEXAS SCOTTISH RITE HOSP…$58KMASONIC HOME & SCHOOL OF…$58K

Grant Size Distribution

15 grants across all recorded years

<$50K10$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Shriners Hospital for Children ($173,310), Texas Scottish Rite Hospital ($57,770), Masonic Home & School of Texas ($57,770).

RecipientPurposeAmount
SHRINERS HOSPITAL FOR CHILDREN GALVESTON, TXGENERAL SUPPORT$173,310
TEXAS SCOTTISH RITE HOSPITAL DALLAS, TXGENERAL SUPPORT$57,770
MASONIC HOME & SCHOOL OF TEXAS HURST, TXGENERAL SUPPORT$57,770

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

PNC BANK N ATRUSTEE$67K

From 2025 filing

NameTitleHoursCompensation
PNC BANK N ATRUSTEE1$66,739

Frequently Asked Questions

How large is Francis Berry & Ola Livingston Trust?

As of 2025, Francis Berry & Ola Livingston Trust holds $5.2M in total assets with $418K in annual revenue. It awarded 3 grants totaling $289K in 2025.

Where does Francis Berry & Ola Livingston Trust operate?

Francis Berry & Ola Livingston Trust has awarded grants in Texas.

What size grants does Francis Berry & Ola Livingston Trust award?

In 2025, Francis Berry & Ola Livingston Trust awarded 3 grants totaling $289K — an average of about $96K per grant, based on its IRS Form 990 filings.

How much is Francis Berry & Ola Livingston Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Francis Berry & Ola Livingston Trust reported a distributable amount of $302K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Francis Berry & Ola Livingston Trust's EIN?

Francis Berry & Ola Livingston Trust's EIN (Employer Identification Number) is 31-6448741. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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