Mary F Birtwistle Irrevocable Trust

PLYMOUTH, MA EIN: 20-6490965

Mary F Birtwistle Irrevocable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLYMOUTH, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $358K in total assets. In 2024, it awarded 1 grants totaling $21K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$358K

-3.4% YoY

Annual Giving

$21K

-41.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$21K

-41.7% YoY

Under IRS private-foundation payout rules, Mary F Birtwistle Irrevocable Trust reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary F Birtwistle Irrevocable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $67K (100%)

States

Massachusetts

Cities

Fairhaven

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$357,506	$370,146	$399,055
Revenue	$22,191	$12,958	$16,476
Expenses	$34,566	$42,942	$15,369
Qualifying Distributions	$26,070	$37,833	$10,814
Net Investment Income	$12,743	$10,261	$7,545
Distributable Amount	$22,747	$22,737	$23,895

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include SouthCoast Hospital Group ($20,564).

Recipient	Purpose	Amount
SouthCoast Hospital Group Fairhaven, MA	CHARITABLE	$20,564

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Mary F Birtwistle Irrevocable Trust?

Mary F Birtwistle Irrevocable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLYMOUTH, MA. It holds $358K in total assets as of 2024.

How large is Mary F Birtwistle Irrevocable Trust?

As of 2024, Mary F Birtwistle Irrevocable Trust holds $358K in total assets with $22K in annual revenue. It awarded 1 grants totaling $21K in 2024.

Where does Mary F Birtwistle Irrevocable Trust operate?

Mary F Birtwistle Irrevocable Trust has awarded grants in Massachusetts.

What size grants does Mary F Birtwistle Irrevocable Trust award?

In 2024, Mary F Birtwistle Irrevocable Trust awarded 1 grants totaling $21K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Mary F Birtwistle Irrevocable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary F Birtwistle Irrevocable Trust reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2024.