Phyllis W Mcgillicuddy Charitable Trust Co
Phyllis W Mcgillicuddy Charitable Trust Co is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 10 grants totaling $116K. Net investment income was $317K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+17.0% YoY
Annual Giving
$116K
+3.6% YoY
Grant Count
10
+11.1% YoY
Avg Grant Size
$12K
-6.8% YoY
Under IRS private-foundation payout rules, Phyllis W Mcgillicuddy Charitable Trust Co reported a distributable amount of $103K for 2024 — the minimum it must pay out in qualifying distributions.
About Phyllis W Mcgillicuddy Charitable Trust Co
Based on IRS filings
Phyllis W Mcgillicuddy Charitable Trust Co is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 10 grants totaling $116K. Net investment income was $317K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,330,613 | $1,137,186 | $1,177,161 |
| Revenue | $344,320 | $101,716 | $148,330 |
| Expenses | $150,378 | $141,473 | $121,494 |
| Qualifying Distributions | $123,982 | $118,351 | $101,137 |
| Net Investment Income | $317,498 | $75,411 | $122,267 |
| Distributable Amount | $103,494 | $100,250 | $100,719 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Worcester Academy ($40,000), Children's Hospital Corporation ($15,000), Cape Cod Healthcare Foundation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CAPE COD HEALTHCARE FOUNDATION HYANNIS, MA | CERVICAL AND BREAST | $10,000 |
| CENTERVILLE PUBLIC LIBRARY CENTERVILLE, MA | CHILDRENS AND YOUNG ADULT | $4,500 |
| CHILDREN'S HOSPITAL CORPORATION BOSTON, MA | PAWPRINTS AND BEADS FOR OUR | $15,000 |
| CHILDREN'S ONCOLOGY SERVICES OF MA BROOKLINE, MA | GENERAL SUPPORT | $10,000 |
| HEARTS & NOSES CLOWN TROUPE INC NEEDHAM, MA | SUPPORT FOR VOLUNTEER CLOWN | $5,000 |
| WORCESTER ACADEMY WORCESTER, MA | SUPPORT FOR SCHOLARS | $40,000 |
| CAPE COD CHILDREN'S PLACE EASTHAM, MA | GENERAL SUPPORT | $5,000 |
| THE HERREN PROJECT PORTSMOUTH, RI | MENTAL HEALTH FIRST AID | $6,000 |
| WOMEN'S LUNCH PLACE INC BOSTON, MA | SUPPORT FOR INTEGRATED | $10,000 |
| NATIONAL BRAIN TUMOR SOCIETY INC NEWTON, MA | NBTS CONNECTIONS PROGRAM | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JORDANA SCHREIBER | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Phyllis W Mcgillicuddy Charitable Trust Co?
As of 2024, Phyllis W Mcgillicuddy Charitable Trust Co holds $1.3M in total assets with $344K in annual revenue. It awarded 10 grants totaling $116K in 2024.
Where does Phyllis W Mcgillicuddy Charitable Trust Co operate?
Phyllis W Mcgillicuddy Charitable Trust Co has awarded grants in Massachusetts, Rhode Island.
What size grants does Phyllis W Mcgillicuddy Charitable Trust Co award?
In 2024, Phyllis W Mcgillicuddy Charitable Trust Co awarded 10 grants totaling $116K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Phyllis W Mcgillicuddy Charitable Trust Co required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Phyllis W Mcgillicuddy Charitable Trust Co reported a distributable amount of $103K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Phyllis W Mcgillicuddy Charitable Trust Co's EIN?
Phyllis W Mcgillicuddy Charitable Trust Co's EIN (Employer Identification Number) is 04-6245712. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Phyllis W Mcgillicuddy Charitable Trust Co's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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