James W O'brien Foundation Inc

NORTH ANDOVER, MA EIN: 04-3528495

James W O'brien Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTH ANDOVER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $22.5M in total assets. In 2024, it awarded 17 grants totaling $737K. Net investment income was $1.1M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$22.5M

+7.2% YoY

Annual Giving

$737K

-0.6% YoY

Grant Count

+1600.0% YoY

Avg Grant Size

$43K

-94.2% YoY

Under IRS private-foundation payout rules, James W O'brien Foundation Inc reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.

About James W O'brien Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with James W O'brien Foundation Inc?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $4.0M (99%)

Pennsylvania $35K (1%)

New Hampshire $20K (0%)

States

Massachusetts New Hampshire Pennsylvania

Cities

BostonLawrenceLynnMetheunNashuaNorth AndoverOrleansVariousVillanova

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$22,477,997	$20,959,147	$20,233,975
Revenue	$1,240,605	$698,472	$1,223,673
Expenses	$1,178,328	$1,003,799	$1,391,769
Qualifying Distributions	$1,232,857	$1,069,756	$1,137,961
Net Investment Income	$1,087,893	$556,037	$1,074,008
Distributable Amount	$1,064,196	$1,001,720	$1,035,812

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

22 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Merrimack College ($255,575), Boston College High School ($150,000), St Mary's High School ($125,000).

Recipient	Purpose	Amount
MERRIMACK COLLEGE NORTH ANDOVER, MA	CHARITABLE PURPOSES	$255,575
BOSTON COLLEGE HIGH SCHOOL BOSTON, MA	CHARITABLE PURPOSES	$150,000
THE AUGUSTINIAN FUND VILLANOVA, PA	CHARITABLE PURPOSES	$20,000
CENTRAL CATHOLIC HIGH SCHOOL LAWRENCE, MA	CHARITABLE PURPOSES	$25,000
GIRLS INC OF LYNN LYNN, MA	CHARITABLE PURPOSES	$30,000
ST MARY'S HIGH SCHOOL LYNN, MA	CHARITABLE PURPOSES	$125,000
SUFFOLK UNIVERSITY LAW SCHOOL BOSTON, MA	CHARITABLE PURPOSES	$20,000
VILLANOVA UNIVERSITY CHARLES WIDGER SCHOOL OF LAW VILLANOVA, PA	CHARITABLE PURPOSES	$15,000
LYNN ENGLISH HIGH SCHOOL LYNN, MA	CHARITABLE PURPOSES	$61,849
LOWER CAPE OUTREACH COUNCIL ORLEANS, MA	CHARITABLE PURPOSES	$2,300

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOHN BRAGA	TRUSTEE	2	—
CAROLYN MCINNIS	TRUSTEE	2	$6,000
MCINNIS FAMILY OFFICE	TRUSTEE	10	$82,500
CHRISTOPHER HOPEY	TRUSTEE	2	$6,000
RARDY PENA	TRUSTEE	2	$6,000

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is James W O'brien Foundation Inc?

James W O'brien Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTH ANDOVER, MA. It holds $22.5M in total assets as of 2024.

How large is James W O'brien Foundation Inc?

As of 2024, James W O'brien Foundation Inc holds $22.5M in total assets with $1.2M in annual revenue. It awarded 17 grants totaling $737K in 2024.

Where does James W O'brien Foundation Inc operate?

James W O'brien Foundation Inc has awarded grants in Massachusetts, New Hampshire, Pennsylvania.

What size grants does James W O'brien Foundation Inc award?

In 2024, James W O'brien Foundation Inc awarded 17 grants totaling $737K — an average of about $43K per grant, based on its IRS Form 990 filings.

How much is James W O'brien Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James W O'brien Foundation Inc reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James W O'brien Foundation Inc's EIN?

James W O'brien Foundation Inc's EIN (Employer Identification Number) is 04-3528495. IRS Form 990 filing data is available on this page for 2020–2024.