O'Donnell Family Charitable Trust

Private foundation · Grantmaker Boston, MA EIN: 04-6828957

O'Donnell Family Charitable Trust is a private foundation, based in Boston, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $172K in total assets. In 2025, it awarded 1 grant totaling $5K. Net investment income was $7K.

Key facts about O'Donnell Family Charitable Trust

In short: O'Donnell Family Charitable Trust gave $5K across 1 grant in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6828957
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$5,000
Grants made (2025)
1
Average grant
$5,000
Median grant
$5,000
Total assets
$172,361
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$172K

-0.3% YoY

Annual Giving

$5K

-99.5% YoY

Grant Count

1

-85.7% YoY

Avg Grant Size

$5K

-96.6% YoY

Under IRS private-foundation payout rules, O'Donnell Family Charitable Trust reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

How O'Donnell Family Charitable Trust gives

  • Giving fell 96% from 2022 to 2025. Method
  • In 2025 it paid out 59% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states

Share of the 2025 grant dollars on its one itemized grant.

Cities

BostonHyannisCambridgeNatickOstervilleWatertownBrooklineExeterMaldenNorth WalthamBelmontJamaica PlainRocklandIshpemingNew YorkPalmyraPhoenizPittsfieldPotomacSeattle

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M29 grants2019 21 grants2020 16 grants2021 17 grants2022 16 grants2023 7 grants2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $5K (2025) to $1.0M (2024). In 2025 it made 1 grant totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Cystic Fibrosis Foundation: $5KCystic Fibrosis Foundation$5K

The largest 2025 recipient was Cystic Fibrosis Foundation ($5K).

Grant Size Distribution

57 grants across all recorded years

55<$50K$50–100K1$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 55 grants of 57 (96%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cystic Fibrosis Foundation Natick, MAHealth & Welfare$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$172,361$172,859$1,173,697
Revenue$7,093$36,859$390,618
Expenses$7,591$1,037,697$119,088
Qualifying Distributions$5,000$1,035,000$117,000
Net Investment Income$7,093$36,859$40,618
Distributable Amount$8,419$43,294$67,780

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS September 2, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS July 7, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

O'Donnell Family Charitable Trust is led by Joseph Matzkin Esquire, Trustee on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Joseph Matzkin Esquire

    Trustee

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 O'Donnell Family Charitable Trust

How much does O'Donnell Family Charitable Trust give each year?

O'Donnell Family Charitable Trust gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.0M across 7 grants.

How large is O'Donnell Family Charitable Trust?

O'Donnell Family Charitable Trust reported $172K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $8K (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 O'Donnell Family Charitable Trust operate?

O'Donnell Family Charitable Trust has awarded grants in Arizona, District of Columbia, Massachusetts, Maryland, Michigan, New Hampshire, New York, Ohio, Virginia, Washington.

What is O'Donnell Family Charitable Trust's EIN?

O'Donnell Family Charitable Trust's EIN (Employer Identification Number) is 04-6828957. IRS Form 990 filing data is available on this page for 2019–2025.

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

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