M Holt Massey Charitable Trust

MANSFIELD, MA EIN: 04-6820993

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.

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $359K (53%)

Rhode Island $206K (30%)

District of Columbia $50K (7%)

New York $29K (4%)

California $20K (3%)

Pennsylvania $5K (1%)

Minnesota $5K (1%)

Virginia $2K (0%)

+2 more states

States

California District of Columbia Illinois Massachusetts Maine Minnesota New York Pennsylvania Rhode Island Virginia

Cities

AlbanyBloomingtonBostonBraintreeBridgehamptonCambridgeLenoxMiddletownMinneapolisNeedhamNew BedfordNew YorkNewportPemaquidPhiladelphiaPortsmouthProvidenceRichmondRocklandRoxbury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 include Norman Bird Sanctuary ($25,000), Historic New England ($15,000), American Enterprise Institute ($11,000).

Recipient	Purpose	Amount
152 COMMONWEALTH FOUNDATION BOSTON, MA	PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION	$250
29 BELLEVUE AVE FOUNDATION INC NEW YORK, NY	PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION	$1,000
AMERICAN ENTERPRISE INSTITUTE WASHINGTON, DC	PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION	$11,000
AMERICAN ENTERPRISE INSTITUTE WASHINGTON, DC	PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION	$5,000
AQUIDNECK LAND TRUST MIDDLETOWN, RI	PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION	$2,000
BEACON HILL CIVIC ASSOCIATION BOSTON, MA	PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION	$500
BOSTON ANTHENAEUM BOSTON, MA	PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION	$250
CHARLEMAGNE INSTITUTE BLOOMINGTON, MN	PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION	$250
CLAGETT SAILING PORTSMOUTH, RI	PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION	$1,000
DR MARTIN LUTHER KING JR COMMUNITY CENTER NEWPORT, RI	PRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
M HOLT MASSEY	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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.