Mary S Mulligan Char Trust
Mary S Mulligan Char Trust is a private foundation based in Dallas, Texas. Its stated charitable purposes include religious, charitable, scientific, literary, or educational programming, and the prevention of cruelty to children or animals. A grant-program description says it supports charitable organizations serving in New York.
Mary S Mulligan Char Trust at a glance
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.
- Annual giving (2026)
- $277,775
- +10.5% vs 2025
- Grants made (2026)
- 42
- +10.5% vs 2025
- Average grant
- $6,614
- -0.0% vs 2025
- Median grant
- $5,000
- Total assets
- $2,038,229
- +2.3% vs 2025
- New grantees (estimate)
- 48% first-time grantees (20 of 42, 2026)
- Primary geography
- New York (81% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Mary S Mulligan Char Trust
- How to Apply
-
The 2025 filing says to contact Bank of America N.A. and request information from Bank of America. It states that giving is not restricted to preselected organizations, with no restrictions on awards.
- Review Cycle
- None stated on the 2025 filing.
- Deadline
- None stated on the 2025 filing.
- Contact
Application contact: Bank Of Ameica N A
Mailing address: 101 East River Drive, East Hartford, CT 06108
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Mary S Mulligan Char Trust
Who Mary S Mulligan Char Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Geva Theatre Center ($35K). Together the top 10 received $136K.
Organizations only. It also paid 1 grant to individuals ($5,000), which are not listed by name.
Grant Size Distribution
149 grants across all recorded years
The most common grant size was under $50K: 149 grants of 149 (100%).
Geographic Focus
Where this funder awards grants
The grant-program description identifies charitable organizations serving in New York as eligible. In 2026, 81% of grant dollars went to recipients in New York, 9% to Massachusetts, 5% to Pennsylvania, 3% to Indiana, and 1% to Michigan.
Grant Distribution by State
Share of 2026 grant dollars across all 42 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $159K (2023) to $278K (2026). In 2026 it made 42 grants totaling $278K.
Grants by year
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 |
Ready to take the next step with Mary S Mulligan Char Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,038,229 | $384,397 | $337,090 | $277,775 | 42 | $299,091 | $350,442 | $221,704 |
| 2025 | $1,992,684 | $309,958 | $306,475 | $251,375 | 38 | $270,827 | $277,043 | $200,860 |
| 2024 | $1,990,725 | $322,136 | $240,656 | $195,225 | 27 | $212,520 | $291,085 | $178,323 |
| 2023 | $1,910,936 | $141,657 | $202,514 | $158,500 | 21 | $174,728 | $115,030 | $169,912 |
| 2022 | $1,973,909 | $207,114 | $209,897 | $161,000 | 21 | $179,306 | $177,292 | $195,669 |
| 2021 | $1,978,162 | $162,348 | $218,961 | $176,500 | 24 | — | $132,764 | $180,177 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The trust’s stated purposes are to support “religious, charitable, scientific, literary or educational programming, or for the prevention of cruelty to children or animals.” Its 2026 grants include support for arts and cultural organizations, literary organizations, and human-services organizations. For example, GEVA Theatre Center describes its mission as creating and producing theatre for the Rochester region and beyond; Writers & Books says it promotes reading and writing for people of all ages and backgrounds; and Care for the Homeless says it provides health care, human services, and shelter to people experiencing homelessness.
Grantmaking
In filing year 2026, the trust reported 42 grants totaling $277,775. Grants ranged from $2,000 to $35,000, with a median of $5,000. The largest awards included $35,000 to GEVA Theatre Center, $21,150 to Trustees of Tufts College, and $15,000 each to Abby Whiteside Foundation, American Friends Service Committee, and Rochester Fringe Festival. The listed purposes for these awards were unrestricted general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Bank of America as trustee.
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
The highest reported compensation on the 2026 filing was $51K, to Bank of America (Trustee).
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. It also paid 1 grant to individuals ($5,000), which are not listed by name. 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 purposes are to support “religious, charitable, scientific, literary or educational programming, or for the prevention of cruelty to children or animals.” Its 2026 grants include support for arts and cultural organizations, literary organizations, and human-services organizations. See mission & focus areas ↑
How do I apply for a grant from Mary S Mulligan Char Trust?
The 2025 filing says to contact Bank of America N.A. 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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
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
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Cite this profile
Grantable. (2026). Mary S Mulligan Char Trust funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/mary-s-mulligan-char-trust-morg_5e27d1d0d2084fb4bbf88619729b73f7
BibTeX
@misc{grantable_166076169_2026,
author = {{Grantable}},
title = {{Mary S Mulligan Char Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/mary-s-mulligan-char-trust-morg_5e27d1d0d2084fb4bbf88619729b73f7},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Mary S Mulligan Char 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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