Mary F Birtwistle Irrevocable Trust
Mary F Birtwistle Irrevocable Trust is a private foundation, based in Plymouth, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $341K in total assets. In 2025, it awarded 1 grant totaling $30K. Net investment income was $17K.
Mary F Birtwistle Irrevocable Trust at a glance
In short: Mary F Birtwistle Irrevocable Trust gave $30K across 1 grant in 2025 (avg $30K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,423
- +47.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $30,423
- +47.9% vs 2024
- Median grant
- $30,423
- Total assets
- $341,448
- -4.5% 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 October 2026.
Who Mary F Birtwistle Irrevocable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was SouthCoast Hospital Group ($30K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Mary F Birtwistle Irrevocable Trust gives
- Giving grew 272% from 2022 to 2025. Method
- In 2025 it paid out 142% 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
From 2021 to 2025, annual grant giving ranged from $3K (2021) to $35K (2023). In 2025 it made 1 grant totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SouthCoast Hospital Group Fairhaven, MA | Charitable | $30,423 |
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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 | $341,448 | $21,969 | $38,054 | $30,423 | 1 | $33,359 | $17,338 | $23,474 |
| 2024 | $357,506 | $22,191 | $34,566 | $20,564 | 1 | $26,070 | $12,743 | $22,747 |
| 2023 | $370,146 | $12,958 | $42,942 | $35,253 | 1 | $37,833 | $10,261 | $22,737 |
| 2022 | $399,055 | $16,476 | $15,369 | $8,180 | 1 | $10,814 | $7,545 | $23,895 |
| 2021 | $399,539 | $12,447 | $7,062 | $3,024 | 1 | $4,632 | $9,784 | $14,214 |
Under IRS private-foundation payout rules, Mary F Birtwistle Irrevocable Trust reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mary F Birtwistle Irrevocable Trust's only listed officer is Plimoth Investment Advisors, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Plimoth Investment Advisors
Trustee
On filings since 2021
1 hr/week
$4K (2021) → $6K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to Plimoth Investment Advisors (Trustee).
Frequently asked questions about Mary F Birtwistle Irrevocable Trust
How much does Mary F Birtwistle Irrevocable Trust give each year?
Mary F Birtwistle Irrevocable Trust gave $30K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 1 grant.
How large is Mary F Birtwistle Irrevocable Trust?
Mary F Birtwistle Irrevocable Trust reported $341K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).
Where does Mary F Birtwistle Irrevocable Trust operate?
Mary F Birtwistle Irrevocable Trust has awarded grants in Massachusetts.
What is Mary F Birtwistle Irrevocable Trust's EIN?
Mary F Birtwistle Irrevocable Trust's EIN (Employer Identification Number) is 20-6490965. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2021–2024
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