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. 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
17
+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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
Explore Open Grants
Browse active grant opportunities in James W O'brien Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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