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.
Key facts about James W O'Brien Foundation Inc
In short: James W O'Brien Foundation Inc gave $737K across 17 grants in 2024 (avg $43K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- EIN
- 04-3528495
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $736,730
- Grants made (2024)
- 17
- Average grant
- $43,337
- Median grant
- $15,000
- Total assets
- $22,477,997
- Primary geography
- Massachusetts (93% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
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.
How James W O'Brien Foundation Inc gives
- Giving held roughly steady from 2021 to 2024 (−15%). Method
- In 2024 it paid out 116% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 17 itemized 2024 grant dollars.
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| MERRIMACK COLLEGE North Andover, MA | CHARITABLE PURPOSES | $255,575 |
| BOSTON COLLEGE HIGH SCHOOL Boston, MA | CHARITABLE PURPOSES | $150,000 |
| ST MARY'S HIGH SCHOOL Lynn, MA | CHARITABLE PURPOSES | $125,000 |
| LYNN ENGLISH HIGH SCHOOL Lynn, MA | CHARITABLE PURPOSES | $61,849 |
| GIRLS INC OF LYNN Lynn, MA | CHARITABLE PURPOSES | $30,000 |
| CENTRAL CATHOLIC HIGH SCHOOL Lawrence, MA | CHARITABLE PURPOSES | $25,000 |
| THE AUGUSTINIAN FUND Villanova, PA | CHARITABLE PURPOSES | $20,000 |
| SUFFOLK UNIVERSITY LAW SCHOOL Boston, MA | CHARITABLE PURPOSES | $20,000 |
| VILLANOVA UNIVERSITY CHARLES WIDGER SCHOOL OF LAW Villanova, PA | CHARITABLE PURPOSES | $15,000 |
| ST MICHAEL'S PARISH TODAY'S MASSES North Andover, MA | CHARITABLE PURPOSES | $5,006 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
James W O'Brien Foundation Inc's 2024 filing lists 5 officers; 4 of 5 officers listed in 2024 are compensated.
Officers on the 2024 filing
Christopher Hopey
Trustee
On filings since 2020
2 hrs/week
$4K (2020) → $6K (2024)
Carolyn McInnis
Trustee
On filings since 2021
2 hrs/week
$3K (2021) → $6K (2024)
John Braga
Trustee
On filings since 2021
2 hrs/week
$7K (2022) → $0 (2024)
McInnis Family Office
Trustee
On filings since 2023
10 hrs/week
$87K (2023) → $83K (2024)
Rardy Pena
Trustee
On filings since 2023
2 hrs/week
$3K (2023) → $6K (2024)
Former officers (3)
- Former: Marybeth McInnis (2020–2022) — Trustee
- Former: James J. McInnis (2020–2021) — Trustee
- Former: Thomas Strangie (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
Frequently asked questions about James W O'Brien Foundation Inc
How much does James W O'Brien Foundation Inc give each year?
James W O'Brien Foundation Inc gave $737K across 17 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $741K across 1 grant.
What is James W O'Brien Foundation Inc's typical grant size?
James W O'Brien Foundation Inc's median grant in 2024 was $15,000, and its average grant was $43,337, across 17 grants on its 2024 IRS Form 990-PF.
Where does James W O'Brien Foundation Inc give grants?
James W O'Brien Foundation Inc gives mostly in Massachusetts: 93% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lynn, MA (4 grants), Nashua, NH (4 grants), North Andover, MA (2 grants) and Boston, MA (2 grants).
Who are James W O'Brien Foundation Inc's largest grantees?
James W O'Brien Foundation Inc's largest 2024 grantees include Merrimack College ($255,575), Boston College High School ($150,000) and St Mary's High School ($125,000), according to its 2024 IRS Form 990-PF. Together they received 72% of its itemized 2024 grant dollars.
How large is James W O'Brien Foundation Inc?
James W O'Brien Foundation Inc reported $22.5M in total assets on its 2024 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets).
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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching James W O'Brien Foundation Inc by hand.
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