George O'Leary Charitable Trust

Foundation · Grantmaker Tucson, AZ EIN: 87-6467442

George O'Leary Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Tucson, AZ. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 3 grants totaling $275K. Net investment income was $342K.

Key facts about George O'Leary Charitable Trust

EIN: 87-6467442
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $275,000
Grants made (2024): 3
Average grant: $91,667
Median grant: $75,000
Total assets: $5,396,032
Primary geography: Arizona (73% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who George O'Leary Charitable Trust funds

By grant dollars, the top recipient states for George O'Leary Charitable Trust's 3 itemized 2024 grants were Arizona (73%) and Colorado (27%). The most frequent recipient cities were Tucson, AZ (2 grants). 100% of grants with a stated purpose were for general or operating support.

How George O'Leary Charitable Trust gives

In 2024 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with George O'Leary Charitable Trust

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.4M

+1.2% YoY

Annual Giving

$275K

-58.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$92K

-58.6% YoY

Under IRS private-foundation payout rules, George O'Leary Charitable Trust reported a distributable amount of $258K for 2024 — the minimum it must pay out in qualifying distributions.

About George O'Leary Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $200K (73%)

Colorado $75K (27%)

Share of all 3 itemized 2024 grant dollars.

States

Arizona Colorado Mississippi Tennessee

Cities

TucsonCentennialMemphisWalls

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,396,032	$5,330,337	$5,736,448
Revenue	$358,138	$275,785	$322,635
Expenses	$292,443	$681,896	$470,456
Qualifying Distributions	$276,550	$666,977	$376,276
Net Investment Income	$342,245	$271,413	$143,455
Distributable Amount	$258,108	$275,397	$284,433

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2021–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Angel Charity for Children ($140,000), Arvc Foundation ($75,000), Community Food Bank ($60,000).

Recipient	Purpose	Amount
ANGEL CHARITY FOR CHILDREN Tucson, AZ	GENERAL OPERATION	$140,000
ARVC FOUNDATION Centennial, CO	GENERAL OPERATIONS	$75,000
COMMUNITY FOOD BANK Tucson, AZ	GENERAL OPERATION	$60,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
George O'Leary	Trustee	2	—
Gregory Gadarian	Trustee	2	—
Wendy Bykofsky	Trustee	2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is George O'Leary Charitable Trust?

George O'Leary Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Tucson, AZ. It holds $5.4M in total assets as of 2024.

How large is George O'Leary Charitable Trust?

As of 2024, George O'Leary Charitable Trust holds $5.4M in total assets with $358K in annual revenue. It awarded 3 grants totaling $275K in 2024.

Where does George O'Leary Charitable Trust operate?

George O'Leary Charitable Trust has awarded grants in Arizona, Colorado, Mississippi, Tennessee.

What size grants does George O'Leary Charitable Trust award?

In 2024, George O'Leary Charitable Trust awarded 3 grants totaling $275K — an average of about $92K per grant, based on its IRS Form 990 filings.

How much is George O'Leary Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, George O'Leary Charitable Trust reported a distributable amount of $258K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is George O'Leary Charitable Trust's EIN?

George O'Leary Charitable Trust's EIN (Employer Identification Number) is 87-6467442. IRS Form 990 filing data is available on this page for 2021–2024.