Phyllis W McGillicuddy Charitable Trust CO

Private foundation · Grantmaker Boston, MA EIN: 04-6245712

Phyllis W McGillicuddy Charitable Trust CO is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 9 grants totaling $119K. Net investment income was $166K.

Key facts about Phyllis W McGillicuddy Charitable Trust CO

In short: Phyllis W McGillicuddy Charitable Trust CO gave $119K across 9 grants in 2025 (avg $13K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6245712
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$118,500
Grants made (2025)
9
Average grant
$13,167
Median grant
$10,000
Total assets
$1,361,921
Primary geography
Massachusetts (95% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+2.4% YoY

Annual Giving

$119K

+2.6% YoY

Grant Count

9

-10.0% YoY

Avg Grant Size

$13K

+14.0% YoY

Under IRS private-foundation payout rules, Phyllis W McGillicuddy Charitable Trust CO reported a distributable amount of $109K for 2025 — the minimum it must pay out in qualifying distributions.

How Phyllis W McGillicuddy Charitable Trust CO gives

  • Giving grew 25% from 2022 to 2025. Method
  • In 2025 it paid out 117% 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

2states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

BostonBrooklineHyannisNeedhamPortsmouthWorcesterCentervilleNewtonEasthamDorchester

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K8 grants2020 8 grants2021 8 grants2022 9 grants2023 10 grants2024 9 grants2025

From 2020 to 2025, annual grant giving ranged from $83K (2020) to $119K (2025). In 2025 it made 9 grants totaling $119K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Worcester Academy: $40KWorcester Academy$40KChildren's Hospital Corporation: $15KChildren's HospitalCorporation$15KCape Cod Healthcare Foundation: $10KCape Cod Healthcare Foundation$10KChildren's Oncology Services of MA: $10KChildren's Oncology Servicesof MA$10KCape Cod Children's Place: $10KCape Cod Children's Place$10KWomen's Lunch Place Inc: $10KWomen's Lunch Place Inc$10KHarvard St Neighborhood Health CNTR: $10KHarvard St Neighborhood HealthCNTR$10KHearts & Noses Clown Troupe Inc: $8KHearts & Noses Clown TroupeInc$8KThe Herren Project: $6KThe Herren Project$6K

The largest 2025 recipient was Worcester Academy ($40K). Together the top 9 received $119K.

Grant Size Distribution

44 grants across all recorded years

44<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 44 grants of 44 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Worcester Academy Worcester, MAGeneral Support$40,000
Children's Hospital Corporation Boston, MAPawprints and Child Life$15,000
Cape Cod Healthcare Foundation Hyannis, MAGeneral Support$10,000
Children's Oncology Services of MA Brookline, MAGeneral Support$10,000
Cape Cod Children's Place Eastham, MAGeneral Support$10,000
Women's Lunch Place Inc Boston, MAGeneral Support$10,000
Harvard St Neighborhood Health CNTR Dorchester, MAGeneral Support$10,000
Hearts & Noses Clown Troupe Inc Needham, MAGeneral Support$7,500
The Herren Project Portsmouth, RIGeneral Support$6,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,361,921$1,330,613$1,137,186
Revenue$192,911$344,320$101,716
Expenses$161,381$150,378$141,473
Qualifying Distributions$127,323$123,982$118,351
Net Investment Income$166,139$317,498$75,411
Distributable Amount$109,130$103,494$100,250

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Phyllis W McGillicuddy Charitable Trust CO is led by Jordana Schreiber, Trustee on every filing since 2022 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Jordana Schreiber

    Trustee

    On filings since 2022

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Jaclyn O'Leary (2020–2023) — Trustee
  • Former: Linda S. Dalby (2020–2021) — Trustee

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.

Frequently asked questions about Phyllis W McGillicuddy Charitable Trust CO

How much does Phyllis W McGillicuddy Charitable Trust CO give each year?

Phyllis W McGillicuddy Charitable Trust CO gave $119K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $116K across 10 grants.

What is Phyllis W McGillicuddy Charitable Trust CO's typical grant size?

Phyllis W McGillicuddy Charitable Trust CO's median grant in 2025 was $10,000, and its average grant was $13,167, across 9 grants on its 2025 IRS Form 990-PF.

Where does Phyllis W McGillicuddy Charitable Trust CO give grants?

Phyllis W McGillicuddy Charitable Trust CO gives mostly in Massachusetts: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Rhode Island (5%). The most frequent recipient cities were Boston, MA (2 grants).

Does Phyllis W McGillicuddy Charitable Trust CO give general operating support?

Yes: 89% of Phyllis W McGillicuddy Charitable Trust CO's 2025 grants with a stated purpose (8 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Phyllis W McGillicuddy Charitable Trust CO's largest grantees?

Phyllis W McGillicuddy Charitable Trust CO's largest 2025 grantees include Worcester Academy ($40,000), Children's Hospital Corporation ($15,000) and Cape Cod Healthcare Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.

How large is Phyllis W McGillicuddy Charitable Trust CO?

Phyllis W McGillicuddy Charitable Trust CO reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $127K in qualifying distributions that year, against a required minimum of $109K (roughly 5% of its investment assets).

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 2020–2025.

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

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