Frank Gerrity Charitable Trust
The Frank Gerrity Charitable Trust is a private foundation established in 1968 and based in Holbrook, Massachusetts. The trust operates as a 501(c)(3) organization with no employees, functioning as a family foundation that distributes grants to charitable organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.9M
+4.0% YoY
Annual Giving
$312K
-12.2% YoY
Grant Count
78
+1.3% YoY
Avg Grant Size
$4K
-13.4% YoY
Under IRS private-foundation payout rules, Frank Gerrity Charitable Trust reported a distributable amount of $374K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The trust makes general grants to a variety of organizations. Recent grantmaking activity shows:
Grant Range
**: Typical awards range from $200 to $85,500
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Geographic Focus
Where this funder awards grants
The trust's grantmaking is concentrated in three primary states:
- Massachusetts (91 grants)
- Maine (41 grants)
- South Carolina (30 grants)
Notable funding locations include Boston, Hilton Head Island, and Boca Grande.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent (2024):
- Total Assets: $3,858,613
- Total Revenue: $538,219
- Total Expenses: $389,332
- Net Income: $148,887
2023:
- Total Assets: $3,711,776
- Total Revenue: $270,452
- Total Expenses: $405,776
- Total Giving: $355,000
Revenue Sources: Investment income and dividends comprise the primary revenue source, with $130,690 reported in 2023.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,861,324 | $3,711,776 | $3,845,368 |
| Revenue | $538,219 | $270,452 | $552,292 |
| Expenses | $389,332 | $405,776 | $469,021 |
| Qualifying Distributions | $329,550 | $355,000 | $403,300 |
| Net Investment Income | $485,181 | $222,773 | $493,430 |
| Distributable Amount | $374,477 | $342,692 | $349,798 |
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
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Epiphany Middle School ($64,500), Church of the Redeemer ($30,000), Jackson Laboratory ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Agamenticus Yacht Club York Harbor, ME | General Grant | $500 |
| Angell Memorial Hospital Jamaica Plain, MA | General Grant | $2,500 |
| Beth Israel Deaconess Medical Cntr Boston, MA | General Grant | $2,000 |
| Boca Grande Community Center Boca Grande, FL | General Grant | $500 |
| Boca Grande Health Clinic Fdn Boca Grande, FL | General Grant | $500 |
| Boys Girls Club of Hilton Head Hilton Head Island, SC | General Grant | $1,000 |
| Brazelton Touchpoints Foundation Boston, MA | General Grant | $500 |
| Brigham Womens Hospital Boston, MA | General Grant | $6,000 |
| Buddy Dog Humane Society Inc Sudbury, MA | General Grant | $500 |
| Catholic University Schl Social Wrk Washington, DC | General Grant | $500 |
Leadership & Key People
Leadership team and compensation from IRS filings
- James F Gerrity III - Trustee
- Peter F Gerrity - Trustee
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James F Gerrity III | Trustee | 0.1 | — |
| Peter F Gerrity | Trustee | 0.1 | — |
Contact Information
- Address: 29 Snell Street, Holbrook, MA 02343-1418
- Phone: 781-535-6070
- EIN: 04-6195965
Frequently Asked Questions
How do I apply for a grant from Frank Gerrity Charitable Trust?
The trust makes general grants to a variety of organizations. Recent grantmaking activity shows: • **Grant Volume**: Made 66-77 grants annually in recent years • **Grant Range**: Typical awards range from $200 to $85,500 • **Recent Recipients** (2023): Grace Community Church ($21,000), Love Justice International ($17,000), and Sustainable Medical Missions ($14,000) • **Grant Type**: Primarily general grants
Where does Frank Gerrity Charitable Trust make grants?
The trust's grantmaking is concentrated in three primary states: • Massachusetts (91 grants) • Maine (41 grants) • South Carolina (30 grants) Notable funding locations include Boston, Hilton Head Island, and Boca Grande.
What size grants does Frank Gerrity Charitable Trust award?
In 2024, Frank Gerrity Charitable Trust awarded 78 grants totaling $312K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Frank Gerrity Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Frank Gerrity Charitable Trust reported a distributable amount of $374K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Frank Gerrity Charitable Trust's EIN?
Frank Gerrity Charitable Trust's EIN (Employer Identification Number) is 04-6195965. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Frank Gerrity Charitable 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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