The Engstrom Family Charitable
The Engstrom Family Charitable is a private foundation, 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 grant totaling $15K. Net investment income was $4.
The Engstrom Family Charitable at a glance
In short: The Engstrom Family Charitable gave $15K across 1 grant in 2024 (avg $15K), mostly in Washington. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $15,000
- -33.0% vs 2023
- Grants made (2024)
- 1
- -50.0% vs 2023
- Average grant
- $15,000
- +33.9% vs 2023
- Median grant
- $15,000
- Total assets
- $260,131
- -0.0% vs 2023
- Primary geography
- Washington (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 The Engstrom Family Charitable funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was The Boys in the Boat Endowment Fund ($15K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
How The Engstrom Family Charitable gives
- In 2024 it paid out 252% of its IRS minimum distribution (the 5% rule). 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 $5K (2020) to $22K (2023). In 2024 it made 1 grant totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Boys in the Boat Endowment Fund Seattle, WA | Furtherance of Charitable Goals | $15,000 |
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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 | $260,131 | $17,544 | $17,640 | $15,000 | 1 | $15,000 | $4 | $5,945 |
| 2023 | $260,227 | $-10,120 | $23,532 | $22,400 | 2 | $22,400 | $56 | $4,694 |
| 2022 | $293,879 | $134,046 | — | — | — | — | $134,046 | $3,631 |
| 2021 | $159,833 | $12,542 | $2,165 | — | — | — | — | $8,253 |
| 2020 | $159,312 | — | $5,439 | $5,000 | 1 | — | — | $7,597 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Engstrom Family Charitable's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Harold H. Engstrom
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Jennie M. Fancher
Trustee
On filings since 2020
No compensation reported
Former officers (1)
- Former: Mary B. Engstrom (2020–2023) — Trustee
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 The Engstrom Family Charitable
How much does The Engstrom Family Charitable give each year?
The Engstrom Family Charitable gave $15K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $22K across 2 grants.
How large is The Engstrom Family Charitable?
The Engstrom Family Charitable reported $260K in total assets on its 2024 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).
Where does The Engstrom Family Charitable operate?
The Engstrom Family Charitable has awarded grants in Connecticut, New York, Washington.
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.
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
Explore Open Grants
Browse active grant opportunities in The Engstrom Family Charitable's focus areas in our free grants database
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