Oscar J George Trust
Oscar J George Trust is a private foundation, based in Johnston, RI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.2M in total assets. In 2025, it awarded 1 grant totaling $267K. Net investment income was $392K.
Oscar J George Trust at a glance
In short: Oscar J George Trust gave $267K across 1 grant in 2025 (avg $267K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $267,252
- -9.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $267,252
- -9.2% vs 2024
- Median grant
- $267,252
- Total assets
- $5,157,927
- +2.1% vs 2024
- Primary geography
- New Hampshire (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Oscar J George Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Taylor Community ($267K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Oscar J George Trust gives
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 90% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $267K (2023) to $342K (2022). In 2025 it made 1 grant totaling $267K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Taylor Community Laconia, NH | General Charitable Purpose | $267,252 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,157,927 | $433,505 | $337,068 | $267,252 | 1 | $287,003 | $391,668 | $319,297 |
| 2024 | $5,052,443 | $675,759 | $361,027 | $294,428 | 1 | $313,679 | $635,088 | $299,859 |
| 2023 | $4,738,924 | $407,499 | $323,558 | $266,655 | 1 | $284,935 | $361,519 | $272,011 |
| 2022 | $4,654,108 | $281,226 | $408,559 | $342,030 | 1 | $360,693 | $242,669 | $280,126 |
| 2021 | $4,782,662 | $474,863 | $380,717 | $316,641 | 1 | $336,356 | $433,174 | $320,352 |
| 2020 | $4,689,930 | $233,691 | $352,814 | $296,281 | 1 | — | $196,824 | $283,340 |
Under IRS private-foundation payout rules, Oscar J George Trust reported a distributable amount of $319K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Oscar J George Trust's only listed officer is Citizens Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Citizens Bank N A
Trustee
On filings since 2020
5 hrs/week
$37K (2020) → $37K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $37K, to Citizens Bank N a (Trustee).
Frequently asked questions about Oscar J George Trust
How much does Oscar J George Trust give each year?
Oscar J George Trust gave $267K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $294K across 1 grant.
How large is Oscar J George Trust?
Oscar J George Trust reported $5.2M in total assets on its 2025 IRS Form 990-PF. It paid out $287K in qualifying distributions that year, against a required minimum of $319K (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 Oscar J George Trust operate?
Oscar J George Trust has awarded grants in New Hampshire.
What is Oscar J George Trust's EIN?
Oscar J George Trust's EIN (Employer Identification Number) is 02-6037670. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Oscar J George Trust's focus areas in our free grants database
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