Gladys F O'neil Charitable Trust

CONCORD, NH EIN: 01-6138763

Gladys F O'neil Charitable Trust is a private foundation, based in CONCORD, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 4 grants totaling $130K. Net investment income was $267K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

+4.9% YoY

Annual Giving

$130K

-5.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$33K

-5.9% YoY

Under IRS private-foundation payout rules, Gladys F O'neil Charitable Trust reported a distributable amount of $152K for 2024 — the minimum it must pay out in qualifying distributions.

About Gladys F O'neil Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $652K (100%)

States

Maine

Cities

Bar Harbor

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,591,206	$2,471,201	$2,477,798
Revenue	$279,207	$169,208	$186,627
Expenses	$158,598	$162,928	$204,935
Qualifying Distributions	$142,398	$149,943	$151,584
Net Investment Income	$266,535	$115,472	$165,484
Distributable Amount	$151,558	$137,802	$142,428

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bar Harbor Village Improvement Assoc ($32,600), Mount Desert Island Hospital ($32,600), Jesup Memorial Library ($32,600).

Recipient	Purpose	Amount
Bar Harbor Village Improvement Assoc Bar Harbor, ME	GENERAL SUPPORT	$32,600
Mount Desert Island Hospital Bar Harbor, ME	GENERAL SUPPORT	$32,600
Jesup Memorial Library Bar Harbor, ME	GENERAL SUPPORT	$32,600
Bar Harbor Historical Society Bar Harbor, ME	GENERAL SUPPORT	$32,600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BAR HARBOR WEALTH MANAGEMENT	TRUSTEE	1	$22,845

Frequently Asked Questions

How large is Gladys F O'neil Charitable Trust?

As of 2024, Gladys F O'neil Charitable Trust holds $2.6M in total assets with $279K in annual revenue. It awarded 4 grants totaling $130K in 2024.

Where does Gladys F O'neil Charitable Trust operate?

Gladys F O'neil Charitable Trust has awarded grants in Maine.

What size grants does Gladys F O'neil Charitable Trust award?

In 2024, Gladys F O'neil Charitable Trust awarded 4 grants totaling $130K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is Gladys F O'neil Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Gladys F O'neil Charitable Trust reported a distributable amount of $152K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Gladys F O'neil Charitable Trust's EIN?

Gladys F O'neil Charitable Trust's EIN (Employer Identification Number) is 01-6138763. IRS Form 990 filing data is available on this page for 2020–2024.