M Holt Massey Charitable Trust
M Holt Massey Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Mansfield, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 42 grants totaling $108K. Net investment income was $284K.
Key facts about M Holt Massey Charitable Trust
- EIN
- 04-6820993
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $108,490
- Grants made (2025)
- 42
- Average grant
- $2,583
- Median grant
- $1,000
- New grantees (estimate)
- 37% first-time grantees (15 of 41, 2025)
- Total assets
- $1,354,716
- Primary geography
- Massachusetts (43% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who M Holt Massey Charitable Trust funds
By grant dollars, the top recipient states for M Holt Massey Charitable Trust's 42 itemized 2025 grants were Massachusetts (43%), Rhode Island (33%) and District of Columbia (18%). The most frequent recipient cities were Boston, MA (11 grants), New York, NY (9 grants), Newport, RI (5 grants) and Washington, DC (4 grants). None of its 42 grants with a stated purpose were described as general or operating support.
Is M Holt Massey Charitable Trust open to new grantees?
37%
first-time grantees, 2025
In 2025, 15 of 41 grantees (37%) were first-time recipients. First grants averaged $716; repeat grants $4K. How we count
Medians: $1K first-time, $1K repeat.
- 46% of 2025 grantees were also funded in 2024. Method
- Giving fell 28% from 2022 to 2025. Method
- In 2025 it paid out 75% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with M Holt Massey Charitable Trust
- How to evaluate M Holt Massey Charitable Trust as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
+17.2% YoY
Annual Giving
$108K
-18.3% YoY
Grant Count
42
+31.3% YoY
Avg Grant Size
$3K
-37.7% YoY
Under IRS private-foundation payout rules, M Holt Massey Charitable Trust reported a distributable amount of $147K for 2025 — the minimum it must pay out in qualifying distributions.
About M Holt Massey Charitable Trust
Based on IRS filings
M Holt Massey Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Mansfield, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 42 grants totaling $108K. Net investment income was $284K.
Focus Areas
Ready to take the next step with M Holt Massey Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 42 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,354,716 | $1,156,248 | $1,247,171 |
| Revenue | $303,224 | $67,370 | $127,920 |
| Expenses | $129,755 | $155,383 | $189,281 |
| Qualifying Distributions | $110,565 | $134,662 | $163,275 |
| Net Investment Income | $284,034 | $46,649 | $101,914 |
| Distributable Amount | $146,779 | $137,834 | $133,742 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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 2025
Grant Size Distribution
204 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Norman Bird Sanctuary ($25,000), American Enterprise Institute ($16,000 across 2 grants), Historic New England ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NORMAN BIRD SANCTUARY Middletown, RI | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $25,000 |
| HISTORIC NEW ENGLAND Boston, MA | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $15,000 |
| AMERICAN ENTERPRISE INSTITUTE Washington, DC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $11,000 |
| NATIONAL TRUST FOR SCOTLAND USA Boston, MA | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $7,450 |
| AMERICAN ENTERPRISE INSTITUTE Washington, DC | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,000 |
| FISCAL ALLIANCE FOUNDATION Boston, MA | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,000 |
| PEABODY ESSEX MUSEUM Salem, MA | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,000 |
| PIONEER INSTITUTE Boston, MA | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,000 |
| PIONEER PUBLIC INTEREST LAW CENTER Boston, MA | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $5,000 |
| REDWOOD LIBRARY AND ATHENAEUM Newport, RI | PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION | $2,150 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| M Holt Massey | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is M Holt Massey Charitable Trust?
M Holt Massey Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Mansfield, MA. It holds $1.4M in total assets as of 2025.
How large is M Holt Massey Charitable Trust?
As of 2025, M Holt Massey Charitable Trust holds $1.4M in total assets with $303K in annual revenue. It awarded 42 grants totaling $108K in 2025.
Where does M Holt Massey Charitable Trust operate?
M Holt Massey Charitable Trust has awarded grants in California, District of Columbia, Illinois, Massachusetts, Maine, Minnesota, New York, Pennsylvania, Rhode Island, Virginia.
What size grants does M Holt Massey Charitable Trust award?
In 2025, M Holt Massey Charitable Trust awarded 42 grants totaling $108K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is M Holt Massey Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, M Holt Massey Charitable Trust reported a distributable amount of $147K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is M Holt Massey Charitable Trust's EIN?
M Holt Massey Charitable Trust's EIN (Employer Identification Number) is 04-6820993. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.