Norfolk Charitable Trust

BOSTON, MA EIN: 04-2294937

Norfolk Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.9M in total assets. In 2024, it awarded 1 grants totaling $500K. Net investment income was $409K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$11.9M

+6.7% YoY

Annual Giving

$500K

+25.0% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$500K

+150.0% YoY

About Norfolk Charitable Trust

Based on IRS filings

Norfolk Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.9M in total assets. In 2024, it awarded 1 grants totaling $500K. Net investment income was $409K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BostonCharlestown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$162K$323K$485K$647K20202021202220232024
Metric202420232022
Total Assets$11,929,711$11,184,743$9,990,992
Revenue$474,950$219,214$130,563
Expenses$587,991$483,055$587,544
Qualifying Distributions$513,514$408,033$509,835
Net Investment Income$409,344$190,195$151,881
Distributable Amount$569,610$522,893$528,885

Giving Over Time

Total grant dollars and number of grants per year

$0$125K$250K$375K$500K1 grants20200 grants20211 grants20222 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

HENRY P KENDALL FOUNDATION$500K

Grant Size Distribution

5 grants across all recorded years

1<$50K$50–100K$100–250K1$250–500K3$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN P KENDALLTRUSTEE2
PHOEBE S WINDERTRUSTEE2
ANDREW W KENDALLTRUSTEE6
KENNETH MEYERSTRUSTEE2
TORE C NELSONDIRECTOR2

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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