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

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.

Ready to take the next step with M Holt Massey Charitable Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

AlbanyBloomingtonBostonBraintreeBridgehamptonCambridgeLenoxMiddletownMinneapolisNeedhamNew BedfordNew YorkNewportPemaquidPhiladelphiaPortsmouthProvidenceRichmondRocklandRoxbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$83K$167K$250K$334K20212022202320242025
Metric202520242023
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

$0$40K$81K$121K$161K44 grants202147 grants202239 grants202332 grants202442 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

NORMAN BIRD SANCTUARY$25KHISTORIC NEW ENGLAND$15KAMERICAN ENTERPRISE INST…$11KNATIONAL TRUST FOR SCOTL…$7KAMERICAN ENTERPRISE INST…$5KFISCAL ALLIANCE FOUNDATION$5KPEABODY ESSEX MUSEUM$5KPIONEER INSTITUTE$5KPIONEER PUBLIC INTEREST …$5KREDWOOD LIBRARY AND ATHE…$2K

Grant Size Distribution

204 grants across all recorded years

204<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
152 COMMONWEALTH FOUNDATION BOSTON, MAPRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION$250
29 BELLEVUE AVE FOUNDATION INC NEW YORK, NYPRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION$1,000
AMERICAN ENTERPRISE INSTITUTE WASHINGTON, DCPRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION$11,000
AMERICAN ENTERPRISE INSTITUTE WASHINGTON, DCPRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION$5,000
AQUIDNECK LAND TRUST MIDDLETOWN, RIPRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION$2,000
BEACON HILL CIVIC ASSOCIATION BOSTON, MAPRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION$500
BOSTON ANTHENAEUM BOSTON, MAPRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION$250
CHARLEMAGNE INSTITUTE BLOOMINGTON, MNPRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION$250
CLAGETT SAILING PORTSMOUTH, RIPRIMARY PURPOSE OF THE FOUNDATION TO MEET IRS MINIMUM DISTRIBUTION$1,000
DR MARTIN LUTHER KING JR COMMUNITY CENTER NEWPORT, RIPRIMARY 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

NameTitleHoursCompensation
M HOLT MASSEYTRUSTEE1

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.

Explore Open Grants

Browse active grant opportunities in M Holt Massey Charitable Trust's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

What could you do with M Holt Massey Charitable Trust on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching M Holt Massey Charitable Trust to a real strategy.

Plan your approach