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

17

+1600.0% YoY

Avg Grant Size

$43K

-94.2% YoY

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BostonLawrenceLynnMetheunNashuaNorth AndoverOrleansVariousVillanova

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$383K$765K$1M$2M20202021202220232024
Metric202420232022
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

$0$230K$461K$691K$922K1 grants20202 grants20211 grants20221 grants202317 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MERRIMACK COLLEGE$256KBOSTON COLLEGE HIGH SCHOOL$150KST MARY'S HIGH SCHOOL$125KLYNN ENGLISH HIGH SCHOOL$62KGIRLS INC OF LYNN$30KCENTRAL CATHOLIC HIGH SC…$25KTHE AUGUSTINIAN FUND$20KSUFFOLK UNIVERSITY LAW S…$20KVILLANOVA UNIVERSITY CHA…$15KST MICHAEL'S PARISH TODA…$5K

Grant Size Distribution

22 grants across all recorded years

14<$50K1$50–100K2$100–250K1$250–500K4$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MCINNIS FAMILY OFFICETRUSTEE$83KCAROLYN MCINNISTRUSTEE$6KCHRISTOPHER HOPEYTRUSTEE$6KRARDY PENATRUSTEE$6K

From 2024 filing

NameTitleHoursCompensation
JOHN BRAGATRUSTEE2
CAROLYN MCINNISTRUSTEE2$6,000
MCINNIS FAMILY OFFICETRUSTEE10$82,500
CHRISTOPHER HOPEYTRUSTEE2$6,000
RARDY PENATRUSTEE2$6,000

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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