Hamilton Char Trust Marion B

Foundation · Grantmaker Dallas, TX EIN: 01-6056973

Hamilton Char Trust Marion B is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $759K in total assets. In 2025, it awarded 12 grants totaling $44K. Net investment income was $64K.

Key facts about Hamilton Char Trust Marion B

EIN: 01-6056973
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $43,778
Grants made (2025): 12
Average grant: $3,648
Median grant: $3,449
New grantees (estimate): 0% first-time grantees (0 of 12, 2025)
Total assets: $758,934
Primary geography: Maine (63% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Hamilton Char Trust Marion B funds

By grant dollars, the top recipient states for Hamilton Char Trust Marion B's 12 itemized 2025 grants were Maine (63%) and Massachusetts (37%). The most frequent recipient cities were Blue Hill, ME (3 grants). 100% of grants with a stated purpose were for general or operating support.

Is Hamilton Char Trust Marion B open to new grantees?

first-time grantees, 2025

In 2025, 0 of 12 grantees (0%) were first-time recipients. How we count

100% of 2025 grantees were also funded in 2024. Method
Giving held roughly steady from 2022 to 2025 (−7%). Method
In 2025 it paid out 129% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$759K

+0.3% YoY

Annual Giving

$44K

+37.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+37.8% YoY

Under IRS private-foundation payout rules, Hamilton Char Trust Marion B reported a distributable amount of $45K for 2025 — the minimum it must pay out in qualifying distributions.

About Hamilton Char Trust Marion B

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $28K (63%)

Massachusetts $16K (37%)

Share of all 12 itemized 2025 grant dollars.

States

Massachusetts Maine

Cities

Blue HillAuburndaleBostonBrooklinCastineLexingtonNewton CenterSacoWatervilleBar HarborNortheast Harbor

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$758,934	$756,511	$763,527
Revenue	$75,029	$30,865	$-20,866
Expenses	$68,644	$46,064	$55,822
Qualifying Distributions	$58,198	$37,064	$40,982
Net Investment Income	$64,378	$17,227	$8,035
Distributable Amount	$45,195	$42,665	$40,473

Data update history

When this profile's IRS filing data changed on Grantable

February 28, 2026 IRS filings on file for fiscal years 2021–2025

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 2025

Grant Size Distribution

60 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Andover Newton Theological School ($5,839), Sweetser ($3,449), Blue Hill Public Library ($3,449).

Recipient	Purpose	Amount
ANDOVER NEWTON THEOLOGICAL SCHOOL Newton Center, MA	UNRESTRICTED GENERAL	$5,839
SWEETSER Saco, ME	UNRESTRICTED GENERAL	$3,449
BLUE HILL PUBLIC LIBRARY Blue Hill, ME	UNRESTRICTED GENERAL	$3,449
MAINE SEA COAST MISSION Northeast Harbor, ME	UNRESTRICTED GENERAL	$3,449
CASTINE COMMUNITY HOSPITAL Castine, ME	UNRESTRICTED GENERAL	$3,449
FRIEND MEMORIAL PUBLIC LIBRARY INC Brooklin, ME	UNRESTRICTED GENERAL	$3,449
BLUE HILL MEMORIAL HOSPITAL Blue Hill, ME	UNRESTRICTED GENERAL	$3,449
MAINE CHILDREN'S HOME Waterville, ME	UNRESTRICTED GENERAL	$3,449
FIRST CONGREGATIONAL UCC OF BLUE HILL Blue Hill, ME	UNRESTRICTED GENERAL	$3,449
ANIMAL RESCUE LEAGUE OF BOSTON Boston, MA	UNRESTRICTED GENERAL	$3,449

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Name	Title	Hours	Compensation
Bank of America	Trustee	1	$13,087

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Hamilton Char Trust Marion B?

Hamilton Char Trust Marion B is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Dallas, TX. It holds $759K in total assets as of 2025.

How large is Hamilton Char Trust Marion B?

As of 2025, Hamilton Char Trust Marion B holds $759K in total assets with $75K in annual revenue. It awarded 12 grants totaling $44K in 2025.

Where does Hamilton Char Trust Marion B operate?

Hamilton Char Trust Marion B has awarded grants in Massachusetts, Maine.

What size grants does Hamilton Char Trust Marion B award?

In 2025, Hamilton Char Trust Marion B awarded 12 grants totaling $44K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Hamilton Char Trust Marion B required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Hamilton Char Trust Marion B reported a distributable amount of $45K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.