Norfolk Charitable Trust
Norfolk Charitable Trust is a private foundation, based in Marion, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $13.1M in total assets. In 2025, it awarded 1 grant totaling $500K. Net investment income was $616K.
Norfolk Charitable Trust at a glance
In short: Norfolk Charitable Trust gave $500K across 1 grant in 2025 (avg $500K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $500,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $500,000
- +0.0% vs 2024
- Median grant
- $500,000
- Total assets
- $13,140,639
- +10.2% 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 September 2026.
Who Norfolk Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Henry P Kendall Foundation ($500K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 3 grants of 5 (60%).
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 Norfolk Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $400K (2023) to $500K (2025). In 2025 it made 1 grant totaling $500K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Henry P Kendall Foundation Marion, MA | To augment its' grantmaking capacity in Massachusetts towards creating a resilient and healthy food system. | $500,000 |
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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 | $13,140,639 | $676,950 | $590,138 | $500,000 | 1 | $516,062 | $616,028 | $601,722 |
| 2024 | $11,929,711 | $474,950 | $587,991 | $500,000 | 1 | $513,514 | $409,344 | $569,610 |
| 2023 | $11,184,743 | $219,214 | $483,055 | $400,000 | 2 | $408,033 | $190,195 | $522,893 |
| 2022 | $9,990,992 | $130,563 | $587,544 | $500,000 | 1 | $509,835 | $151,881 | $528,885 |
| 2021 | $12,679,101 | $329,576 | $64,583 | — | — | $21,994 | $299,539 | $592,731 |
| 2020 | $11,413,076 | $379,095 | $540,469 | $500,000 | 1 | — | $356,769 | $493,862 |
Under IRS private-foundation payout rules, Norfolk Charitable Trust reported a distributable amount of $602K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Norfolk Charitable Trust's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Andrew W. Kendall
Trustee
On filings since 2020
6 hrs/week
No compensation reported
John P. Kendall
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Kenneth Meyers
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Phoebe S. Winder
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Tore C. Nelson
Director
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Norfolk Charitable Trust
How much does Norfolk Charitable Trust give each year?
Norfolk Charitable Trust gave $500K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $500K across 1 grant.
How large is Norfolk Charitable Trust?
Norfolk Charitable Trust reported $13.1M in total assets on its 2025 IRS Form 990-PF. It paid out $516K in qualifying distributions that year, against a required minimum of $602K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Norfolk Charitable Trust operate?
Norfolk Charitable Trust has awarded grants in Massachusetts.
What is Norfolk Charitable Trust's EIN?
Norfolk Charitable Trust's EIN (Employer Identification Number) is 04-2294937. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
Explore Open Grants
Browse active grant opportunities in Norfolk Charitable Trust's focus areas in our free grants database
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