Mary C O'Brien Charitable Trust
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.
Key facts about Mary C O'Brien Charitable Trust
- EIN
- 04-6404073
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $39,760
- Grants made (2025)
- 4
- Average grant
- $9,940
- Median grant
- $9,940
- Total assets
- $538,580
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Mary C O'Brien Charitable Trust funds
By grant dollars, the top recipient states for Mary C O'Brien Charitable Trust's 4 itemized 2025 grants were Massachusetts (100%). The most frequent recipient cities were Taunton, MA (2 grants). 100% of grants with a stated purpose were for general or operating support.
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.
Next steps with Mary C O'Brien Charitable Trust
- How to evaluate Mary C O'Brien Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Mary C O'Brien Charitable Trust with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$539K
-5.3% YoY
Annual Giving
$40K
+4.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$10K
+4.1% YoY
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.
About Mary C O'Brien Charitable Trust
Based on IRS filings
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.
Ready to take the next step with Mary C O'Brien Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $538,580 | $568,455 | $592,176 |
| Revenue | $23,314 | $26,670 | $25,647 |
| Expenses | $53,189 | $50,390 | $47,623 |
| Qualifying Distributions | $41,230 | $39,658 | $36,344 |
| Net Investment Income | $11,418 | $17,455 | $13,001 |
| Distributable Amount | $40,277 | $36,814 | $35,373 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include United Way of Greater ($9,940), St Mary Catholic Church ($9,940), St Anthony's Parish ($9,940).
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY OF GREATER Boston, MA | GENERAL PURPOSES | $9,940 |
| ST MARY CATHOLIC CHURCH Taunton, MA | GENERAL PURPOSES | $9,940 |
| ST ANTHONY'S PARISH Mattapoisett, MA | GENERAL PURPOSES | $9,940 |
| TAUNTON HIGH SCHOOL Taunton, MA | GENERAL PURPOSES | $9,940 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Fiduciary Trust Company | Trustee | — | $11,897 |
| Stephen R Hoye | Trustee | — | — |
Frequently Asked Questions
How large is Mary C O'Brien Charitable Trust?
As of 2025, Mary C O'Brien Charitable Trust holds $539K in total assets with $23K in annual revenue. It awarded 4 grants totaling $40K in 2025.
Where does Mary C O'Brien Charitable Trust operate?
Mary C O'Brien Charitable Trust has awarded grants in Massachusetts.
What size grants does Mary C O'Brien Charitable Trust award?
In 2025, Mary C O'Brien Charitable Trust awarded 4 grants totaling $40K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Mary C O'Brien Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Mary C O'Brien Charitable Trust reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Mary C O'Brien Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Fidelity Foundation
Boston, MA
Assets
$5.0B
Grants
4,430
Total Given
$156.2M
Boston Foundation Inc
Boston, MA
Assets
$1.9B
Grants
2,046
Total Given
$169.9M
Analog Devices Foundation
Boston, MA
Assets
—
Grants
1,177
Total Given
$1.9M
Barr Foundation
Boston, MA
Assets
$1.9B
Grants
903
Total Given
$123.2M
Liberty Mutual Foundation Inc
Boston, MA
Assets
$46.1M
Grants
706
Total Given
$50.6M
Cummings Foundation Grants Inc (Fka Oneworld Boston Inc)
Woburn, MA
Assets
$258.2M
Grants
658
Total Given
$38.2M
American Tower Corporation Foundation
Boston, MA
Assets
$15.4M
Grants
632
Total Given
$1.7M
The Stephen Phillips Memorial
Boston, MA
Assets
$41.6M
Grants
520
Total Given
$5.1M
Berkshire Bank Foundation Inc
Pittsfield, MA
Assets
$17.1M
Grants
478
Total Given
$2.0M
Highland Street Connection
Newton, MA
Assets
$60.4M
Grants
410
Total Given
$4.4M
United Way Of Massachusetts Bay Inc
Boston, MA
Assets
$65.8M
Grants
406
Total Given
$37.2M
Community Foundation of Western
Springfield, MA
Assets
$292.1M
Grants
392
Total Given
$22.4M
More Funders in Massachusetts
Data last updated September 2026. Sourced from IRS Form 990-PF filings.