Mary C O'Brien Charitable Trust

Private foundation · Grantmaker Boston, MA EIN: 04-6404073

Mary C O'Brien Charitable Trust is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $539K in total assets. In 2025, it awarded 4 grants totaling $40K. Net investment income was $11K.

Mary C O'Brien Charitable Trust at a glance

In short: Mary C O'Brien Charitable Trust gave $40K across 4 grants in 2025 (avg $10K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$39,760
+4.1% vs 2024
Grants made (2025)
4
+0.0% vs 2024
Average grant
$9,940
+4.1% vs 2024
Median grant
$9,940
Total assets
$538,580
-5.3% vs 2024
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Mary C O'Brien Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

United Way of Greater: $10KUnited Way of Greater$10KSt Mary Catholic Church: $10KSt Mary Catholic Church$10KSt Anthony's Parish: $10KSt Anthony's Parish$10KTaunton High School: $10KTaunton High School$10K

The largest 2025 recipient was United Way of Greater ($10K). Together the top 4 received $40K.

Grant Size Distribution

21 grants across all recorded years

21<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 21 grants of 21 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

Cities

TauntonMattapoisettAttleboroBoston

How Mary C O'Brien Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (+17%). Method
  • In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K5 grants2020 5 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $33K (2021) to $40K (2025). In 2025 it made 4 grants totaling $40K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
United Way of Greater Boston, MAGeneral Purposes$9,940
St Mary Catholic Church Taunton, MAGeneral Purposes$9,940
St Anthony's Parish Mattapoisett, MAGeneral Purposes$9,940
Taunton High School Taunton, MAGeneral Purposes$9,940
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$538,580$23,314$53,189$39,7604$41,230$11,418$40,277
2024$568,455$26,670$50,390$38,1884$39,658$17,455$36,814
2023$592,176$25,647$47,623$34,9444$36,344$13,001$35,373
2022$614,152$42,649$48,140$34,0564$35,491$29,362$42,225
2021$619,643$6,944$44,642$32,8435—$1,687$37,422
2020$657,773$19,478$49,934$37,9205—$7,216$35,846

Under IRS private-foundation payout rules, Mary C O'Brien Charitable Trust reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Mary C O'Brien Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Fiduciary Trust Company

    Trustee

    On filings since 2020

    $11K (2020) → $12K (2025)

  • Stephen R. Hoye

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Fiduciary Trust Company — Trustee: $12KFiduciary Trust CompanyTrustee$12K

The highest reported compensation on the 2025 filing was $12K, to Fiduciary Trust Company (Trustee).

Frequently asked questions about Mary C O'Brien Charitable Trust

How much does Mary C O'Brien Charitable Trust give each year?

Mary C O'Brien Charitable Trust gave $40K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $38K across 4 grants.

What is Mary C O'Brien Charitable Trust's typical grant size?

Mary C O'Brien Charitable Trust's median grant in 2025 was $9,940, and its average grant was $9,940, across 4 grants on its 2025 IRS Form 990-PF.

Where does Mary C O'Brien Charitable Trust give grants?

Mary C O'Brien Charitable Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Taunton, MA (2 grants).

Does Mary C O'Brien Charitable Trust give general operating support?

Yes: 100% of Mary C O'Brien Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Mary C O'Brien Charitable Trust?

Mary C O'Brien Charitable Trust reported $539K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).

What is Mary C O'Brien Charitable Trust's EIN?

Mary C O'Brien Charitable Trust's EIN (Employer Identification Number) is 04-6404073. IRS Form 990 filing data is available on this page for 2020–2025.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Mary C O'Brien 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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