J P & M I Ogsbury Memorial Trust
J P & M I Ogsbury Memorial Trust is a private foundation located in Dallas, Texas. Its 2025 filing reports grants to charitable organizations, including churches, hospitals, and other organizations in New York, Connecticut, and Wisconsin.
J P & M I Ogsbury Memorial Trust at a glance
In short: J P & M I Ogsbury Memorial Trust gave $54K across 15 grants in 2025 (avg $4K), mostly in New York. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $53,708
- +5.8% vs 2024
- Grants made (2025)
- 15
- +0.0% vs 2024
- Average grant
- $3,581
- +5.8% vs 2024
- Median grant
- $1,613
- Total assets
- $1,068,147
- +3.8% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2025; small sample)
- Primary geography
- New York (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to J P & M I Ogsbury Memorial Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who J P & M I Ogsbury Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Mission of Our Lady of Lasalette ($11K). Together the top 10 received $48K.
Grant Size Distribution
75 grants across all recorded years
The most common grant size was under $50K: 75 grants of 75 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 75% of grant dollars went to recipients in New York, 20% to Connecticut, and 5% to Wisconsin.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Is J P & M I Ogsbury Memorial Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 15 grantees (0%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $33K (2019) to $54K (2025). In 2025 it made 15 grants totaling $54K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mission of Our Lady of Lasalette Hartford, CT | Unrestricted General | $10,736 |
| Altamont Reformed Church Altamont, NY | Unrestricted General | $10,736 |
| The Salvation Army W Nyack, NY | Unrestricted General | $10,736 |
| Ellis Hospital Schenectady, NY | Unrestricted General | $4,297 |
| American Lung Association Brookfield, WI | Unrestricted General | $2,686 |
| Northeast Health Foundation Albany, NY | Unrestricted General | $2,686 |
| St Peters Hospital Albany, NY | Unrestricted General | $2,686 |
| American National Red Cross Albany, NY | Unrestricted General | $1,613 |
| American Bible Society New York, NY | Unrestricted General | $1,076 |
| Ne Assn of the Blind at Albany Albany, NY | Unrestricted General | $1,076 |
Ready to take the next step with J P & M I Ogsbury Memorial Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,068,147 | $116,019 | $76,818 | $53,708 | 15 | $61,621 | $102,743 | $62,188 |
| 2024 | $1,029,277 | $109,166 | $71,192 | $50,742 | 15 | $58,237 | $95,594 | $58,427 |
| 2023 | $992,562 | $33,775 | $53,889 | $35,937 | 15 | $42,719 | $19,445 | $53,340 |
| 2022 | $1,013,050 | $-25,139 | $69,745 | $46,196 | 15 | $53,255 | $9,080 | $54,415 |
| 2021 | $1,107,827 | $225,847 | $64,497 | $42,461 | 15 | $50,331 | $211,762 | $60,653 |
| 2020 | $945,342 | $84,088 | $55,370 | $37,843 | 15 | — | $73,422 | $51,496 |
| 2019 | $916,600 | $55,855 | $50,852 | $32,603 | 15 | — | $48,503 | $49,815 |
Under IRS private-foundation payout rules, J P & M I Ogsbury Memorial Trust reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants went to a range of organizations. Among the grantees, Ellis Hospital describes its mission as meeting its community’s health and wellness needs with excellence. St. Peter’s Hospital’s parent organizations, St. Peter’s Health Partners and Trinity Health, describe their mission as serving communities as a compassionate and transforming healing presence.
Grantmaking
In 2025, the trust gave 15 grants totaling $53,708. Grants ranged from $1,076 to $10,736, with a median grant of $1,613. The largest grants were $10,736 each to Mission of Our Lady of LaSalette, Altamont Reformed Church, and The Salvation Army. Other listed grants included $4,297 to Ellis Hospital and $2,686 each to the American Lung Association, Northeast Health Foundation, and St. Peter’s Hospital.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2025 filing.
J P & M I Ogsbury Memorial Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$18K (2021) → $18K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $18K, to Bank of America (Trustee).
Frequently asked questions about J P & M I Ogsbury Memorial Trust
How much does J P & M I Ogsbury Memorial Trust give each year?
J P & M I Ogsbury Memorial Trust gave $54K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 15 grants.
What is J P & M I Ogsbury Memorial Trust's typical grant size?
J P & M I Ogsbury Memorial Trust's median grant in 2025 was $1,613, and its average grant was $3,581, across 15 grants on its 2025 IRS Form 990-PF.
Where does J P & M I Ogsbury Memorial Trust give grants?
J P & M I Ogsbury Memorial Trust gives mostly in New York: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (20%) and Wisconsin (5%). The most frequent recipient cities were Albany, NY (5 grants) and Altamont, NY (4 grants).
Does J P & M I Ogsbury Memorial Trust give general operating support?
Yes: 100% of J P & M I Ogsbury Memorial Trust's 2025 grants with a stated purpose (15 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are J P & M I Ogsbury Memorial Trust's largest grantees?
J P & M I Ogsbury Memorial Trust's largest 2025 grantees include Mission of Our Lady of Lasalette ($10,736), Altamont Reformed Church ($10,736) and The Salvation Army ($10,736), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is J P & M I Ogsbury Memorial Trust?
J P & M I Ogsbury Memorial Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $62K in qualifying distributions that year, against a required minimum of $62K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does J P & M I Ogsbury Memorial Trust fund?
No mission statement for the trust is provided. Its 2025 grants went to a range of organizations. Among the grantees, Ellis Hospital describes its mission as meeting its community’s health and wellness needs with excellence. St. Peter’s Hospital’s parent organizations, St. See mission & focus areas ↑
How do I apply for a grant from J P & M I Ogsbury Memorial Trust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is J P & M I Ogsbury Memorial Trust's EIN?
J P & M I Ogsbury Memorial Trust's EIN (Employer Identification Number) is 14-6032158. IRS Form 990 filing data is available on this page for 2019–2025.
Does J P & M I Ogsbury Memorial Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). J P & M I Ogsbury Memorial Trust funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/j-p-and-m-i-ogsbury-memorial-trust-morg_a46ea0f1b2554b799f719dbdc7e489ca
BibTeX
@misc{grantable_146032158_2026,
author = {{Grantable}},
title = {{J P \& M I Ogsbury Memorial Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/j-p-and-m-i-ogsbury-memorial-trust-morg_a46ea0f1b2554b799f719dbdc7e489ca},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from J P & M I Ogsbury Memorial Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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