Oscar J George Trust

JOHNSTON, RI EIN: 02-6037670

Oscar J George Trust is a private foundation, based in JOHNSTON, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 1 grants totaling $294K. Net investment income was $635K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.1M

+6.6% YoY

Annual Giving

$294K

+10.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$294K

+10.4% YoY

Under IRS private-foundation payout rules, Oscar J George Trust reported a distributable amount of $300K for 2024 — the minimum it must pay out in qualifying distributions.

About Oscar J George Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Hampshire $1.5M (100%)

States

New Hampshire

Cities

Laconia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,052,443	$4,738,924	$4,654,108
Revenue	$675,759	$407,499	$281,226
Expenses	$361,027	$323,558	$408,559
Qualifying Distributions	$313,679	$284,935	$360,693
Net Investment Income	$635,088	$361,519	$242,669
Distributable Amount	$299,859	$272,011	$280,126

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Taylor Community ($294,428).

Recipient	Purpose	Amount
TAYLOR COMMUNITY LACONIA, NH	GENERAL CHARITABLE PURPOSE	$294,428

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CITIZENS BANK N A	TRUSTEE	5	$36,461

Frequently Asked Questions

How large is Oscar J George Trust?

As of 2024, Oscar J George Trust holds $5.1M in total assets with $676K in annual revenue. It awarded 1 grants totaling $294K in 2024.

Where does Oscar J George Trust operate?

Oscar J George Trust has awarded grants in New Hampshire.

What size grants does Oscar J George Trust award?

In 2024, Oscar J George Trust awarded 1 grants totaling $294K — an average of about $294K per grant, based on its IRS Form 990 filings.

How much is Oscar J George Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Oscar J George Trust reported a distributable amount of $300K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.