M Holt Massey Charitable Trust
M Holt Massey Charitable Trust is a private foundation based in Mansfield, Massachusetts. Its 2025 filing lists grants to charitable organizations in Massachusetts, Rhode Island, Washington, DC, New York, and Pennsylvania.
M Holt Massey Charitable Trust at a glance
In short: M Holt Massey Charitable Trust gave $108K across 42 grants in 2025 (avg $3K), top state Massachusetts. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $108,490
- -18.3% vs 2024
- Grants made (2025)
- 42
- +31.3% vs 2024
- Average grant
- $2,583
- -37.7% vs 2024
- Median grant
- $1,000
- Total assets
- $1,354,716
- +17.2% vs 2024
- New grantees (estimate)
- 32% first-time grantees (13 of 41, 2025)
- Primary geography
- Massachusetts (43% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to M Holt Massey Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 140, Mansfield, MA 02048
Phone: (617) 624-0800
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who M Holt Massey Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Norman Bird Sanctuary ($25K). Together the top 10 received $88K.
Grant Size Distribution
204 grants across all recorded years
The most common grant size was under $50K: 204 grants of 204 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 43% of grant dollars went to recipients in Massachusetts, 33% to Rhode Island, and 18% to Washington, DC. New York accounted for 4% and Pennsylvania for 1%.
Grant Distribution by State
Share of 2025 grant dollars across all 42 itemized grants.
States
Cities
Is M Holt Massey Charitable Trust open to new grantees?
32%
first-time grantees, 2025
In 2025, 13 of 41 grantees (32%) were first-time recipients. First grants averaged $730; repeat grants $4K. How we count
Medians: $1K first-time, $1K repeat.
- 49% 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 grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $108K (2025) to $161K (2023). In 2025 it made 42 grants totaling $108K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,354,716 | $303,224 | $129,755 | $108,490 | 42 | $110,565 | $284,034 | $146,779 |
| 2024 | $1,156,248 | $67,370 | $155,383 | $132,750 | 32 | $134,662 | $46,649 | $137,834 |
| 2023 | $1,247,171 | $127,920 | $189,281 | $161,400 | 39 | $163,275 | $101,914 | $133,742 |
| 2022 | $1,308,482 | $220,044 | $184,237 | $150,000 | 47 | $151,750 | $187,557 | $164,675 |
| 2021 | $1,273,586 | $173,903 | $152,575 | $124,501 | 44 | — | $147,554 | $148,801 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No separate mission statement for the trust is provided. Its 2025 grants went to organizations with varied missions. For example, Peabody Essex Museum says it offers experiences in the arts, humanities, and sciences; Fiscal Alliance Foundation says it promotes individual liberty and fiscal responsibility and transparency in government; and Pioneer Institute says it advances work in education, health, economic opportunity, and American civic values. Other recipients include organizations focused on historic preservation, conservation, sailing opportunities for people with physical disabilities, and historical knowledge.
Grantmaking
In 2025, the trust reported 42 grants totaling $108,490. Grant amounts ranged from $200 to $25,000, with a median of $1,000. The largest grants included $25,000 to Norman Bird Sanctuary, $15,000 to Historic New England, and $11,000 to American Enterprise Institute. Other listed grants included $7,450 to National Trust for Scotland USA and $5,000 each to Fiscal Alliance Foundation, Peabody Essex Museum, Pioneer Institute, and Pioneer Public Interest Law Center.
Leadership & Key People
Leadership team and compensation from IRS filings
M Holt Massey is listed as trustee on the 2025 filing.
M Holt Massey Charitable Trust is led by M. Holt Massey, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2025 filing
M. Holt Massey
Trustee
On filings since 2021
1 hr/week
No compensation reported
Former officers (1)
- Former: Greer Candler (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about M Holt Massey Charitable Trust
How much does M Holt Massey Charitable Trust give each year?
M Holt Massey Charitable Trust gave $108K across 42 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $133K across 32 grants.
What is M Holt Massey Charitable Trust's typical grant size?
M Holt Massey Charitable Trust's median grant in 2025 was $1,000, and its average grant was $2,583, across 42 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from M Holt Massey Charitable Trust that year got $730 on average.
Where does M Holt Massey Charitable Trust give grants?
M Holt Massey Charitable Trust's top state is Massachusetts, with 43% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were 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).
Does M Holt Massey Charitable Trust give general operating support?
Not in 2025: none of the 42 grants with a stated purpose on M Holt Massey Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are M Holt Massey Charitable Trust's largest grantees?
M Holt Massey Charitable Trust's largest 2025 grantees include Norman Bird Sanctuary ($25,000), American Enterprise Institute ($16,000 across 2 grants) and Historic New England ($15,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.
How large is M Holt Massey Charitable Trust?
M Holt Massey Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $111K in qualifying distributions that year, against a required minimum of $147K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does M Holt Massey Charitable Trust fund?
No separate mission statement for the trust is provided. Its 2025 grants went to organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from M Holt Massey Charitable Trust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does M Holt Massey Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work M Holt Massey Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in M Holt Massey Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). M Holt Massey Charitable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/m-holt-massey-charitable-trust-morg_aa227e30f804459eb0e508d7368615b7
BibTeX
@misc{grantable_046820993_2026,
author = {{Grantable}},
title = {{M Holt Massey Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/m-holt-massey-charitable-trust-morg_aa227e30f804459eb0e508d7368615b7},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from M Holt Massey Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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