Ochsner Charitable Foundation

Foundation · Grantmaker Bolton, MA EIN: 04-2897510

Ochsner Charitable Foundation is a private foundation, based in Bolton, MA. IRS filing data is available from 2020 through 2022. In 2022, it awarded 16 grants totaling $95K.

Key facts about Ochsner Charitable Foundation

In short: Ochsner Charitable Foundation gave $95K across 16 grants in 2022 (avg $6K), mostly in California. Source: 2022 IRS Form 990-PF.

EIN
04-2897510
Latest 990 filing
Form 990-PF, 2022
Annual giving (2022)
$95,385
Grants made (2022)
16
Average grant
$5,962
Median grant
$90
Primary geography
California (99% of itemized 2022 grant dollars)

Data from IRS Form 990-PF, 2022; updated September 2026.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$95K

+1560.3% YoY

Grant Count

16

+1500.0% YoY

Avg Grant Size

$6K

+3.8% YoY

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 16 itemized 2022 grant dollars.

Cities

SanfranciscoSarasotaBoltonBostonLongmeadowNantucketNorth ProvidenceSpringfieldSterlingWorcesterWorceswter

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grants20201 grants202116 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2022

Schwab Charitable Fund: $92K across 3 grantsSchwab Charitable Fund$92K · 3 grantsScwab Charitable Fund: $2KScwab Charitable Fund$2KRingling Museum of Art: $125Ringling Museum of Art$125Mote Marine Laboratory and Aquarium: $125Mote Marine Laboratory andAquarium$125Jewish Community Center: $100Jewish Community Center$100Bolton Conservation Trust: $100Bolton Conservation Trust$100Marie Selby Botanical Gardens: $100Marie Selby Botanical Gardens$100Nantucket Historical Association: $55Nantucket HistoricalAssociation$55Animal Shelter Inc: $50Animal Shelter Inc$50Ox Fam America: $50Ox Fam America$50

Grant Size Distribution

18 grants across all recorded years

17<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Schwab Charitable Fund SanFrancisco, CAContribution to Schwab for disbursement to other 501 C3 organizations$86,566
Schwab Charitable Fund SanFrancisco, CAcharitable giving to other 501 C-3 organizations$5,670
Scwab Charitable Fund SanFrancisco, CAto make gifts to other 501 C-3 organizations$2,264
Ringling Museum of Art Sarasota, FLDonation to 501 C3$125
Mote Marine Laboratory and Aquarium Sarasota, FLDonation to 501 C3$125
Jewish Community Center Springfield, MADonation to 501 C3$100
Bolton Conservation Trust Bolton, MADonation to 501 C3$100
Marie Selby Botanical Gardens Sarasota, FLDonation to 501 C3$100
Schwab Charitable Fund SanFrancisco, CApayments to other 501C-3 organizations$80
Nantucket Historical Association Nantucket, MADonation to 501 C3$55

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K202020212022
Metric202220212020
Total Assets—$95,529$94,552
Revenue$600$7,618$2,636
Expenses$96,129$6,672$5,849
Qualifying Distributions$111,410$6,672—
Net Investment Income—$4,191$2,636
Distributable Amount—$5,505$5,374

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2022

Leadership & Key People

Officers and directors from IRS filings

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 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.

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

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