Ochsner Charitable Foundation
Ochsner Charitable Foundation is a private foundation located in Bolton, Massachusetts. Its 2022 filing is marked as its final return: the trustees voted on September 1, 2022, to terminate the foundation and transfer its remaining funds to Schwab Charitable Fund. The foundation therefore appears to have wound down and should not be treated as an active grantmaker.
Ochsner Charitable Foundation at a glance
In short: Ochsner Charitable Foundation gave $95K across 16 grants in 2022 (avg $6K), mostly in California. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $95,385
- +1560.3% vs 2021
- Grants made (2022)
- 16
- +1500.0% vs 2021
- Average grant
- $5,962
- +3.8% vs 2021
- Median grant
- $90
- Primary geography
- California (99% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated October 2026.
How to apply to Ochsner Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Its 2022 filing also states that the trustees voted to terminate the foundation and transfer its remaining funds.
- Contact
Mailing address: 76 Nashaway Rd, Bolton, MA 01740-1072
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ochsner Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2022
The largest 2022 recipient was Schwab Charitable Fund ($92K across 3 grants). Together the top 10 received $95K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 17 grants of 18 (94%).
Geographic Focus
Where this funder awards grants
The 2022 filing reports that 99% of grant dollars were associated with California, with 0% each reported for Massachusetts, Florida, and Rhode Island. The largest listed grants were to Schwab Charitable Fund in San Francisco, California, for disbursement to other charitable organizations. Other listed recipients were in Florida and Massachusetts.
Grant Distribution by State
Share of 2022 grant dollars across all 16 itemized grants.
Cities
How Ochsner Charitable Foundation gives
- In 2021 it paid out 121% of its IRS minimum distribution (the 5% rule). 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 2022, annual grant giving ranged from $6K (2020) to $95K (2022). In 2022 it made 16 grants totaling $95K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schwab Charitable Fund SanFrancisco, CA | Contribution to Schwab for disbursement to other 501 C3 organizations | $86,566 |
| Schwab Charitable Fund SanFrancisco, CA | charitable giving to other 501 C-3 organizations | $5,670 |
| Scwab Charitable Fund SanFrancisco, CA | to make gifts to other 501 C-3 organizations | $2,264 |
| Ringling Museum of Art Sarasota, FL | Donation to 501 C3 | $125 |
| Mote Marine Laboratory and Aquarium Sarasota, FL | Donation to 501 C3 | $125 |
| Jewish Community Center Springfield, MA | Donation to 501 C3 | $100 |
| Bolton Conservation Trust Bolton, MA | Donation to 501 C3 | $100 |
| Marie Selby Botanical Gardens Sarasota, FL | Donation to 501 C3 | $100 |
| Schwab Charitable Fund SanFrancisco, CA | payments to other 501C-3 organizations | $80 |
| Nantucket Historical Association Nantucket, MA | Donation to 501 C3 | $55 |
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Financial History
Multi-year comparison from IRS filings
— Assets were not provided for 2022.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $600 | $96,129 | $95,385 | 16 | $111,410 | — | — |
| 2021 | $95,529 | $7,618 | $6,672 | $5,745 | 1 | $6,672 | $4,191 | $5,505 |
| 2020 | $94,552 | $2,636 | $5,849 | $5,629 | 1 | — | $2,636 | $5,374 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2022 grants included contributions to Schwab Charitable Fund for distribution to other charitable organizations, as well as smaller gifts to organizations including a marine science and education organization, a local conservation trust, a botanical garden, a historical association, and an animal shelter. These descriptions reflect the grantees’ stated missions, not a stated mission of the foundation.
Grantmaking
In 2022, the foundation reported 16 grants totaling $95,385. Grant amounts ranged from $25 to $86,566, with a median of $90. The largest grants went to Schwab Charitable Fund: $86,566, $5,670, and $2,264, each described as supporting gifts or contributions to other 501(c)(3) organizations. Other listed grants included $125 each to Ringling Museum of Art and Mote Marine Laboratory and Aquarium; $100 each to Jewish Community Center, Bolton Conservation Trust, and Marie Selby Botanical Gardens; $55 to Nantucket Historical Association; and $50 to Animal Shelter Inc.
The grantees’ own descriptions indicate varied activities: Mote Marine Laboratory and Aquarium describes advancing marine and environmental sciences through research, education, and public outreach; Bolton Conservation Trust describes preserving Bolton’s rural character and natural resources; Marie Selby Botanical Gardens describes connecting people with air plants, native nature, and regional history; Nantucket Historical Association describes preserving and interpreting Nantucket history; and Animal Shelter Inc describes rescuing and caring for animals and placing them in adoptive homes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2022 filing lists Peter Ochsner and Judith Ochsner as trustees.
Ochsner Charitable Foundation's 2022 filing lists 2 officers; none of the 2 officers listed in 2022 report compensation.
Officers on the 2022 filing
Judith G Ochsner
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Peter M Ochsner
Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (2)
- Former: Jason Ochsner (2020) — Trustee
- Former: Kate Ochsner (2020) — Trustee
Data from IRS Form 990 filings, 2020–2022. "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 Ochsner Charitable Foundation
How much does Ochsner Charitable Foundation give each year?
Ochsner Charitable Foundation gave $95K across 16 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $6K across 1 grant.
What is Ochsner Charitable Foundation's typical grant size?
Ochsner Charitable Foundation's median grant in 2022 was $90, and its average grant was $5,962, across 16 grants on its 2022 IRS Form 990-PF.
Where does Ochsner Charitable Foundation give grants?
Ochsner Charitable Foundation gives mostly in California: 99% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sanfrancisco, CA (4 grants) and Sarasota, FL (3 grants).
Does Ochsner Charitable Foundation give general operating support?
Not in 2022: none of the 16 grants with a stated purpose on Ochsner Charitable Foundation's 2022 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation to 501 C3" (12 grants).
Who are Ochsner Charitable Foundation's largest grantees?
Ochsner Charitable Foundation's largest 2022 grantees include Schwab Charitable Fund ($92,316 across 3 grants), Scwab Charitable Fund ($2,264) and Ringling Museum of Art ($125), according to its 2022 IRS Form 990-PF. Together they received 99% of its itemized 2022 grant dollars.
What does Ochsner Charitable Foundation fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Ochsner Charitable Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Ochsner Charitable Foundation's EIN?
Ochsner Charitable Foundation's EIN (Employer Identification Number) is 04-2897510. IRS Form 990 filing data is available on this page for 2020–2022.
Does Ochsner Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
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Ochsner Charitable Foundation down — hundreds of funders to go?