Mary S Mulligan Char Trust
The Mary S Mulligan Charitable Trust is a private foundation based in Dallas, Texas. Established in 1967, it supports charitable organizations and programming in New York, with stated purposes that include religious, charitable, scientific, literary, and educational programming and the prevention of cruelty to children or animals.
Key facts about Mary S Mulligan Char Trust
In short: Mary S Mulligan Char Trust gave $278K across 42 grants in 2026 (avg $7K), mostly in New York. 48% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- EIN
- 16-6076169
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $277,775
- Grants made (2026)
- 42
- Average grant
- $6,614
- Median grant
- $5,000
- New grantees (estimate)
- 48% first-time grantees (20 of 42, 2026)
- Total assets
- $2,038,229
- Primary geography
- New York (81% of itemized 2026 grant dollars)
- How to apply
- The trust does not restrict giving to preselected organizations. Full details ↓
Data from IRS Form 990-PF, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$2.0M
+2.3% YoY
Annual Giving
$278K
+10.5% YoY
Grant Count
42
+10.5% YoY
Avg Grant Size
$7K
-0.0% YoY
Under IRS private-foundation payout rules, Mary S Mulligan Char Trust reported a distributable amount of $222K for 2026 — the minimum it must pay out in qualifying distributions.
Is Mary S Mulligan Char Trust open to new grantees?
48%
first-time grantees, 2026
In 2026, 20 of 42 grantees (48%) were first-time recipients. First grants averaged $4K; repeat grants $9K. How we count
Medians: $5K first-time, $5K repeat.
- 50% of 2026 grantees were also funded in 2025. Method
- Giving grew 75% from 2023 to 2026. Method
- In 2026 it paid out 135% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The trust’s stated purpose is to promote “religious, charitable, scientific, literary or educational programming, or for the prevention of cruelty to children or animals.” Its 2025 grants included organizations working in the arts, education, health, human services, and other areas. For example, Geva Theatre Center describes its mission as producing theatre and programs serving the Rochester region and beyond; Rochester Friendly Home describes itself as a nursing care and rehabilitation facility for older adults; and Lotts Creek Community School says it aims to support students’ academic, vocational, physical, emotional, and social development.
Grantmaking
In 2025, the trust made 38 grants totaling $251,375. Grants ranged from $2,000 to $36,150, with a median of $5,000. The largest awards included $36,150 to Tufts University, $25,000 to Geva Theatre Center, and $15,000 each to the Abby Whiteside Foundation and the American Friends Service Committee. These grants were listed as unrestricted general support.
Review Cycle
and no restrictions on awards.
Open Grants
1 open opportunity from Mary S Mulligan Char Trust
Ready to take the next step with Mary S Mulligan Char Trust?
Geographic Focus
Where this funder awards grants
The trust is based in Dallas, Texas, and its grant program describes eligibility as charitable organizations serving in New York. In 2025, 75% of grant dollars went to recipients in New York, 14% to Massachusetts, 6% to Pennsylvania, and 2% each to Indiana and Kentucky.
Grant Distribution by State
Share of all 42 itemized 2026 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
Grant Size Distribution
149 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| GEVA THEATRE CENTER Rochester, NY | UNRESTRICTED GENERAL | $35,000 |
| TRUSTEES OF TUFTS COLLEGE Medford, MA | UNRESTRICED GENERAL SUPPORT | $21,150 |
| ABBY WHITESIDE FOUNDATION New York, NY | UNRESTRICTED GENERAL | $15,000 |
| AMERICAN FRIENDS SERVICE COMMITTEE Philadelphia, PA | UNRESTRICTED GENERAL | $15,000 |
| ROCHESTER FRINGE FESTIVAL INC Rochester, NY | UNRESTRICTED GENERAL | $15,000 |
| WRITERS AND BOOKS Rochester, NY | UNRESTRICTED GENERAL | $10,000 |
| THE NEW HARMONY PROJECT Indianapolis, IN | UNRESTRICTED GENERAL | $7,500 |
| FOOD LINK INC Rochester, NY | UNRESTRICTED GENERAL | $7,000 |
| LITTLE THEATRE FILM SOCIETY Rochester, NY | UNRESTRICTED GENERAL | $5,400 |
| LINWOOD LTD Pavilion, NY | UNRESTRICTED GENERAL | $5,225 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,992,684 | $309,958 | $306,475 | $251,375 (38 grants) |
| 2024 | $1,990,725 | $322,136 | $240,656 | $195,225 (27 grants) |
| 2023 | $1,910,936 | $141,657 | $202,514 | $158,500 (21 grants) |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $2,038,229 | $1,992,684 | $1,990,725 |
| Revenue | $384,397 | $309,958 | $322,136 |
| Expenses | $337,090 | $306,475 | $240,656 |
| Qualifying Distributions | $299,091 | $270,827 | $212,520 |
| Net Investment Income | $350,442 | $277,043 | $291,085 |
| Distributable Amount | $221,704 | $200,860 | $178,323 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2025 filing.
Mary S Mulligan Char Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$44K (2022) → $51K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
Contact
Application contact: Bank Of Ameica N A
Mailing address: 101 East River Drive, East Hartford, CT 06108
Phone: (888) 866-3275
Email: none
Frequently asked questions about Mary S Mulligan Char Trust
How much does Mary S Mulligan Char Trust give each year?
Mary S Mulligan Char Trust gave $278K across 42 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $251K across 38 grants.
What is Mary S Mulligan Char Trust's typical grant size?
Mary S Mulligan Char Trust's median grant in 2026 was $5,000, and its average grant was $6,614, across 42 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Mary S Mulligan Char Trust that year got $4K on average.
Where does Mary S Mulligan Char Trust give grants?
Mary S Mulligan Char Trust gives mostly in New York: 81% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (9%) and Pennsylvania (5%). The most frequent recipient cities were Rochester, NY (21 grants) and New York, NY (5 grants).
Does Mary S Mulligan Char Trust give general operating support?
Yes: 100% of Mary S Mulligan Char Trust's 2026 grants with a stated purpose (42 of 42) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Mary S Mulligan Char Trust's largest grantees?
Mary S Mulligan Char Trust's largest 2026 grantees include Geva Theatre Center ($35,000), Trustees of Tufts College ($21,150) and Abby Whiteside Foundation ($15,000), according to its 2026 IRS Form 990-PF. Together they received 26% of its itemized 2026 grant dollars.
How large is Mary S Mulligan Char Trust?
Mary S Mulligan Char Trust reported $2.0M in total assets on its 2026 IRS Form 990-PF. It paid out $299K in qualifying distributions that year, against a required minimum of $222K (roughly 5% of its investment assets).
What does Mary S Mulligan Char Trust fund?
The trust’s stated purpose is to promote “religious, charitable, scientific, literary or educational programming, or for the prevention of cruelty to children or animals.” Its 2025 grants included organizations working in the arts, education, health, human services, and other areas. For example, Geva Theatre Center describes its mission as producing theatre and programs serving the Rochester region and beyond; Rochester Friendly Home describes itself as a nursing care and rehabilitation facilit…
How do I apply for a grant from Mary S Mulligan Char Trust?
The trust does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Mary S Mulligan Char Trust's EIN?
Mary S Mulligan Char Trust's EIN (Employer Identification Number) is 16-6076169. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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