Robert M Birmingham Trust

METHUEN, MA EIN: 04-1091024

Robert M Birmingham Trust is a private foundation, based in METHUEN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $350K in total assets. In 2024, it awarded 2 grants totaling $10K. Net investment income was $31K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$350K

+5.8% YoY

Annual Giving

$10K

-50.0% YoY

Grant Count

2

-50.0% YoY

Avg Grant Size

$5K

+0.0% YoY

Under IRS private-foundation payout rules, Robert M Birmingham Trust reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert M Birmingham Trust

Based on IRS filings

Robert M Birmingham Trust is a private foundation, based in METHUEN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $350K in total assets. In 2024, it awarded 2 grants totaling $10K. Net investment income was $31K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

DanversLawrenceNorth Andover

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$29K$44K$58K20202021202220232024
Metric202420232022
Total Assets$350,399$331,152$346,939
Revenue$31,582$6,255$-3,867
Expenses$12,165$22,042$16,225
Qualifying Distributions$10,785$20,000$14,850
Net Investment Income$30,656$7,955$9,733
Distributable Amount$27,933$25,209$29,433

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$13K$19K$25K5 grants20203 grants20213 grants20224 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

GREATER LAWRENCE COMMUNI…$5KLAWRENCE BOYS AND GIRLS …$5K

Grant Size Distribution

17 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Greater Lawrence Community Boating Program ($5,000), Lawrence Boys and Girls Club ($5,000).

RecipientPurposeAmount
GREATER LAWRENCE COMMUNITY BOATING PROGRAM LAWRENCE, MAEDUCATION CHARITABLE CHILDREN IN LAWRENCE, MA$5,000
LAWRENCE BOYS AND GIRLS CLUB LAWRENCE, MANEEDY CHILDREN$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN T POLLANOTRUSTEE/AS NEEDED1.5
EVAN WILLIAMS IITRUSTEE/AS NEEDED

Frequently Asked Questions

How large is Robert M Birmingham Trust?

As of 2024, Robert M Birmingham Trust holds $350K in total assets with $32K in annual revenue. It awarded 2 grants totaling $10K in 2024.

Where does Robert M Birmingham Trust operate?

Robert M Birmingham Trust has awarded grants in Massachusetts.

What size grants does Robert M Birmingham Trust award?

In 2024, Robert M Birmingham Trust awarded 2 grants totaling $10K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Robert M Birmingham Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert M Birmingham Trust reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert M Birmingham Trust's EIN?

Robert M Birmingham Trust's EIN (Employer Identification Number) is 04-1091024. IRS Form 990 filing data is available on this page for 2020–2024.

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

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