Mary S Mulligan Charitable Trust
The Mary S Mulligan Charitable Trust is a private foundation established in 1967, originally in New York and now based in Dallas, Texas. The trust operates as an independent foundation with a focus on supporting charitable, educational, religious, scientific, and literary programming, as well as the prevention of cruelty to children and animals.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.0M
+0.1% YoY
Annual Giving
$251K
+28.8% YoY
Grant Count
38
+40.7% YoY
Avg Grant Size
$7K
-8.5% YoY
Under IRS private-foundation payout rules, Mary S Mulligan Charitable Trust reported a distributable amount of $201K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust provides grants to promote "religious, charitable, scientific, literary or educational programming, or for the prevention of cruelty to children or animals."
Primary funding areas include:
- Arts, Culture, & Humanities
- Education
- Health
- Human Services
Grantmaking
The trust accepts applications. Grant awards are typically for one-year periods.
Grant Range
$5,000
How to Apply
**
Ready to take the next step with Mary S Mulligan Charitable Trust?
Geographic Focus
Where this funder awards grants
The trust funds organizations in New York and operates nationally. The foundation maintains administrative offices in Dallas, Texas.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending May 2025:
- Total Assets: $1,992,684
- Total Revenues: $309,958
- Total Expenses: $306,475
- Investment Income and Dividends: $106,386
- Number of Employees: 0
Giving Rate: Approximately 9.8% of assets
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,992,684 | $1,990,725 | $1,910,936 |
| Revenue | $309,958 | $322,136 | $141,657 |
| Expenses | $306,475 | $240,656 | $202,514 |
| Qualifying Distributions | $270,827 | $212,520 | $174,728 |
| Net Investment Income | $277,043 | $291,085 | $115,030 |
| Distributable Amount | $200,860 | $178,323 | $169,912 |
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 2025
Grant Size Distribution
131 grants across all recorded years
Open Grants
1 open opportunity from Mary S Mulligan Charitable Trust
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Tufts University ($36,150), Geva Theatre Center ($25,000), Abby Whiteside Foundation ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TUFTS UNIVERSITY MEDFORD, MA | UNRESTRICTED GENERAL | $36,150 |
| YOUNG WOMEN'S LEADERSHIP NETWORK NEW YORK, NY | UNRESTRICTED GENERAL | $10,000 |
| THE CLASSICAL THEATRE HARLEM INC NEW YORK, NY | UNRESTRICTED GENERAL | $2,500 |
| ABBY WHITESIDE FOUNDATION NEW YORK, NY | UNRESTRICTED GENERAL | $15,000 |
| FENIMORE ART MUSEUM NEW YORK, NY | UNRESTICTED GENERAL SUPPORT | $2,500 |
| HUMANE SOCIETY OF ROCHESTER & MONROE CTY FAIRPORT, NY | UNRESTRICTED GENERAL | $4,000 |
| ROCHESTER FRIENDLY HOME ROCHESTER, NY | UNRESTRICTED GENERAL | $5,000 |
| ROCHESTER INSTITUTE OF TECH ROCHESTER, NY | UNRESRTICTED GENERAL | $5,000 |
| MAG UNIVERSITY OF ROCHESTER ROCHESTER, NY | UNRESTRICTED GENERAL | $5,000 |
| ASBURY FIRST UNITED METHODIST CH ROCHESTER, NY | UNRESTRICTED GENERAL | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America N.A. serves as Managing Director of the trust.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $46,756 |
Contact Information
- Address: PO Box 653067, Dallas, TX 75265-3067
- Telephone: 888-866-3275
- Website: www.bankofamerica.com/philanthropic/foundations
- EIN: 16-6076169
- Tax-Exempt Status: September 1967
Frequently Asked Questions
What does Mary S Mulligan Charitable Trust fund?
The trust provides grants to promote "religious, charitable, scientific, literary or educational programming, or for the prevention of cruelty to children or animals." Primary funding areas include: • Arts, Culture, & Humanities • Education • Health • Human Services
How do I apply for a grant from Mary S Mulligan Charitable Trust?
**Grant Activity:** • Made 21 grants in the most recent fiscal year (ending May 2025) • Annual giving: approximately $195,000–$225,000 • Median grant size: $5,000 • Grant range: $3,000–$36,150 **Recent Grant Recipients (2025):** • Tufts University: $36,150 (Unrestricted General) • Geva Theatre Center: $25,000 (Unrestricted General) • American Friends Service Committee: $15,000 (Unrestricted General) **Application Process:** The trust accepts applications. Grant awards are typically for one-year…
Where does Mary S Mulligan Charitable Trust make grants?
The trust funds organizations in New York and operates nationally. The foundation maintains administrative offices in Dallas, Texas.
What size grants does Mary S Mulligan Charitable Trust award?
In 2025, Mary S Mulligan Charitable Trust awarded 38 grants totaling $251K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Mary S Mulligan Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Mary S Mulligan Charitable Trust reported a distributable amount of $201K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mary S Mulligan Charitable Trust's EIN?
Mary S Mulligan Charitable Trust's EIN (Employer Identification Number) is 16-6076169. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Mary S Mulligan Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Rochester Area Community Foundation
ROCHESTER, NY
Assets
$510.7M
Grants
554
Total Given
$22.9M
Daisy Marquis Jones Foundation
ROCHESTER, NY
Assets
$48.0M
Grants
85
Total Given
$2.7M
Max and Marian Farash Charitable
ROCHESTER, NY
Assets
$341.9M
Grants
139
Total Given
$13.0M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Rochester Area Community Foundation
ROCHESTER, NY
Assets
$5.4M
Grants
130
Total Given
$2.9M
Paychex Charitable Foundation Inc
ROCHESTER, NY
Assets
—
Grants
121
Total Given
$2.6M
JM McDonald Foundation Inc
WILMINGTON, DE
Assets
—
Grants
187
Total Given
$1.5M
Ames-Amzalak Memorial Trust
PITTSFORD, NY
Assets
$4.2M
Grants
50
Total Given
$273K
William & Sheila Konar Foundation
W HENRIETTA, NY
Assets
$133.1M
Grants
100
Total Given
$5.9M
Esl Charitable Foundation
ROCHESTER, NY
Assets
$106.8M
Grants
197
Total Given
$21.7M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
United Way of Greater Rochester and
ROCHESTER, NY
Assets
$183.2M
Grants
329
Total Given
$18.1M
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Mary S Mulligan Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities