Robert M Birmingham Trust
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.
Robert M Birmingham Trust at a glance
In short: Robert M Birmingham Trust gave $10K across 2 grants in 2024 (avg $5K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $10,000
- -50.0% vs 2023
- Grants made (2024)
- 2
- -50.0% vs 2023
- Average grant
- $5,000
- +0.0% vs 2023
- Median grant
- $5,000
- Total assets
- $350,399
- +5.8% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Robert M Birmingham Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Greater Lawrence Community Boating Program ($5K). Together the top 2 received $10K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Robert M Birmingham Trust gives
- Giving fell 29% from 2021 to 2024. Method
- In 2024 it paid out 39% 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 2024, annual grant giving ranged from $10K (2024) to $25K (2020). In 2024 it made 2 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Greater Lawrence Community Boating Program Lawrence, MA | Education Charitable Children in Lawrence, MA | $5,000 |
| Lawrence Boys and Girls Club Lawrence, MA | Needy Children | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $350,399 | $31,582 | $12,165 | $10,000 | 2 | $10,785 | $30,656 | $27,933 |
| 2023 | $331,152 | $6,255 | $22,042 | $20,000 | 4 | $20,000 | $7,955 | $25,209 |
| 2022 | $346,939 | $-3,867 | $16,225 | $14,000 | 3 | $14,850 | $9,733 | $29,433 |
| 2021 | $374,154 | $11,941 | $17,222 | $14,000 | 3 | $14,035 | $10,266 | $30,904 |
| 2020 | $375,769 | $52,831 | $25,219 | $25,000 | 5 | — | $52,647 | $25,819 |
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.
Leadership & Key People
Officers and directors from IRS filings
Robert M Birmingham Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Evan Williams II
Trustee & As Needed
On filings since 2020
No compensation reported
John T. Pollano
Trustee & As Needed
On filings since 2020
1.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Robert M Birmingham Trust
How much does Robert M Birmingham Trust give each year?
Robert M Birmingham Trust gave $10K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $20K across 4 grants.
How large is Robert M Birmingham Trust?
Robert M Birmingham Trust reported $350K in total assets on its 2024 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $28K (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 Robert M Birmingham Trust operate?
Robert M Birmingham Trust has awarded grants in Massachusetts.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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