Jane S Young Charitable Trust

BOSTON, MA EIN: 83-6248040

Jane S Young Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 29 grants totaling $175K. Net investment income was $102K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

-6.8% YoY

Annual Giving

$175K

+133.3% YoY

Grant Count

29

+45.0% YoY

Avg Grant Size

$6K

+60.9% YoY

Under IRS private-foundation payout rules, Jane S Young Charitable Trust reported a distributable amount of $73K for 2024 — the minimum it must pay out in qualifying distributions.

About Jane S Young Charitable Trust

Based on IRS filings

Jane S Young Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 29 grants totaling $175K. Net investment income was $102K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

14states
+6 more states

Cities

AnnapolisArlingtonAtlantaBelmontBooneBrattleboroCarlisleCincinnatiColchesterDedhamDenverErlangerFall RiverFarmningtonJamaica PlainLincolnMarionMerrifieldMontpelierNew Bedford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$53K$106K$160K$213K20202021202220232024
Metric202420232022
Total Assets$1,012,184$1,086,030$1,116,260
Revenue$119,626$60,806$-13,677
Expenses$193,341$91,137$92,361
Qualifying Distributions$175,000$75,000$75,000
Net Investment Income$101,790$44,262$9,669
Distributable Amount$73,228$67,100$69,289

Giving Over Time

Total grant dollars and number of grants per year

$0$44K$88K$131K$175K23 grants202021 grants202121 grants202220 grants202329 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ROTCH JONES DUFF HOUSE &…$118KCRAFT EMERGENCY RELIEF F…$9KBUZZARDS BAY COALITION$5KCOMMUNITY SERVINGS$5KMASSACHUSETTS AUDUBON$5KSAMARITAN'S PURSE$3KTHE PUTNEY SCHOOL$3KTHE MARION INSTITUTE INC$3KHEALTHY WALTHAM$2KCHAPLAINS ON THE WAY$2K

Grant Size Distribution

114 grants across all recorded years

113<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Rotch Jones Duff House & Museum ($118,000), Craft Emergency Relief Fund ($9,000), Buzzards Bay Coalition ($5,000).

RecipientPurposeAmount
ROTCH JONES DUFF HOUSE & MUSEUM NEW BEDFORD, MAGENERAL PURPOSE$118,000
CRAFT EMERGENCY RELIEF FUND MONTPELIER, VTGRANT TO SUPPORT ARTISTS RELIEF FUND$9,000
BUZZARDS BAY COALITION NEW BEDFORD, MAGRANT TO SUPPORT LAND PRESERVATION$5,000
COMMUNITY SERVINGS JAMAICA PLAIN, MAGRANT TO SUPPORT FOOD & NUTRITION TO THOSE WITH CHRONIC ILLNESS$5,000
MASSACHUSETTS AUDUBON LINCOLN, MAGRANT TO SUPPORT NATURE PRESERVATION$5,000
SAMARITAN'S PURSE BOONE, NCGRANT TO SUPPORT HUMANITARIAN AID$3,000
THE PUTNEY SCHOOL PUTNEY, VTGENERAL PURPOSE$2,500
THE MARION INSTITUTE INC MARION, MAGENERAL PURPOSE$2,500
HEALTHY WALTHAM WALTHAM, MAGENERAL PURPOSE$2,000
CHAPLAINS ON THE WAY WALTHAM, MAGENERAL PURPOSE$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JEFFREY L BERNIERTRUSTEE1
BRACKEN HENDRICKSTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jane S Young Charitable Trust?

Jane S Young Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $1.0M in total assets as of 2024.

How large is Jane S Young Charitable Trust?

As of 2024, Jane S Young Charitable Trust holds $1.0M in total assets with $120K in annual revenue. It awarded 29 grants totaling $175K in 2024.

Where does Jane S Young Charitable Trust operate?

Jane S Young Charitable Trust has awarded grants in California, Colorado, Connecticut, District of Columbia, Georgia, Kentucky, Massachusetts, Maryland, North Carolina, New York, Ohio, Rhode Island, Virginia, Vermont.

What size grants does Jane S Young Charitable Trust award?

In 2024, Jane S Young Charitable Trust awarded 29 grants totaling $175K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Jane S Young Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jane S Young Charitable Trust reported a distributable amount of $73K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jane S Young Charitable Trust's EIN?

Jane S Young Charitable Trust's EIN (Employer Identification Number) is 83-6248040. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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

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