The Engstrom Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LINCOLN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $260K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $4.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$260K
-0.0% YoY
Annual Giving
$15K
-33.0% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$15K
+33.9% YoY
Under IRS private-foundation payout rules, The Engstrom Family Charitable reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.
About The Engstrom Family Charitable
Based on IRS filings
The Engstrom Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LINCOLN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $260K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $4.
Focus Areas
Ready to take the next step with The Engstrom Family Charitable?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $260,131 | $260,227 | $293,879 |
| Revenue | $17,544 | $-10,120 | $134,046 |
| Expenses | $17,640 | $23,532 | — |
| Qualifying Distributions | $15,000 | $22,400 | — |
| Net Investment Income | $4 | $56 | $134,046 |
| Distributable Amount | $5,945 | $4,694 | $3,631 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Boys in the Boat Endowment Fund ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE BOYS IN THE BOAT ENDOWMENT FUND SEATTLE, WA | FURTHERANCE OF CHARITABLE GOALS | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HAROLD H ENGSTROM | TRUSTEE | 5 | — |
| JENNIE M FANCHER | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Engstrom Family Charitable?
The Engstrom Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LINCOLN, MA. It holds $260K in total assets as of 2024.
How large is The Engstrom Family Charitable?
As of 2024, The Engstrom Family Charitable holds $260K in total assets with $18K in annual revenue. It awarded 1 grants totaling $15K in 2024.
Where does The Engstrom Family Charitable operate?
The Engstrom Family Charitable has awarded grants in Connecticut, New York, Washington.
What size grants does The Engstrom Family Charitable award?
In 2024, The Engstrom Family Charitable awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is The Engstrom Family Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Engstrom Family Charitable reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Engstrom Family Charitable's EIN?
The Engstrom Family Charitable's EIN (Employer Identification Number) is 04-3515040. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Engstrom Family Charitable's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Deeds Foundation
NEW YORK, NY
Assets
$4.3M
Grants
41
Total Given
$426K
The Carla and Stephen Schwartz
COLCHESTER, CT
Assets
$356K
Grants
32
Total Given
$89K
Rochester Area Community Foundation
ROCHESTER, NY
Assets
$5.4M
Grants
130
Total Given
$2.9M
The Queenan Fdn Acct
WASHINGTON, DC
Assets
$750K
Grants
49
Total Given
$111K
The Patton Charitable Foundation
HOBE SOUND, FL
Assets
$505K
Grants
50
Total Given
$93K
Middlecott Foundation
BOSTON, MA
Assets
$2.6M
Grants
238
Total Given
$701K
Muchnic Foundation
ATCHISON, KS
Assets
$3.3M
Grants
82
Total Given
$490K
Community Foundation for Greater Buffalo
BUFFALO, NY
Assets
$944.0M
Grants
562
Total Given
$33.4M
Phillips Family Charitable Foundation
BOSTON, MA
Assets
$60K
Grants
1
Total Given
$25K
Williams Charles F Scholarship Fd Pfdn
BROOKLYN, OH
Assets
$329K
Grants
15
Total Given
$15K
New Hampshire Charitable Foundation
CONCORD, NH
Assets
$1.2B
Grants
949
Total Given
$59.7M
Francis J and Louisa J Oneglia
TORRINGTON, CT
Assets
$1.0M
Grants
23
Total Given
$38K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Engstrom Family Charitable on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities