The Ives Family Charitable Trust

Private foundation · Grantmaker Boston, MA EIN: 04-6644020

The Ives Family Charitable Trust is a private foundation based in Boston, Massachusetts. Its 2024 filing reports grants to nonprofit organizations working in areas including conservation, climate research, arts and culture, education, and community services.

Key facts about The Ives Family Charitable Trust

In short: The Ives Family Charitable Trust gave $357K across 86 grants in 2024 (avg $4K), mostly in Massachusetts. 25% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
04-6644020
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$357,319
Grants made (2024)
86
Average grant
$4,155
Median grant
$1,000
New grantees (estimate)
25% first-time grantees (16 of 65, 2024)
Total assets
$1,927,571
Primary geography
Massachusetts (65% of itemized 2024 grant dollars)
How to apply
Submit a written form indicating the amount requested and projected use. Full details ↓
Deadline
None.

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

+3.6% YoY

Annual Giving

$357K

-4.9% YoY

Grant Count

86

+43.3% YoY

Avg Grant Size

$4K

-33.6% YoY

Under IRS private-foundation payout rules, The Ives Family Charitable Trust reported a distributable amount of $256K for 2024 — the minimum it must pay out in qualifying distributions.

Is The Ives Family Charitable Trust open to new grantees?

25%

first-time grantees, 2024

In 2024, 16 of 65 grantees (25%) were first-time recipients. First grants averaged $5K; repeat grants $6K. How we count

Medians: $2K first-time, $2K repeat.

  • 63% of 2024 grantees were also funded in 2023. Method
  • Giving fell 56% from 2021 to 2024. Method
  • In 2024 it paid out 140% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the trust is provided. Its 2024 grants include organizations working in several areas. Massachusetts Audubon Society describes its work as protecting Massachusetts nature for people and wildlife through education, land conservation, advocacy, research, and habitat stewardship. Woodwell Climate Research Center says it conducts science for solutions at the nexus of climate, people, and nature. The National Park Foundation describes its role as generating private support and partnerships to protect and enhance national parks. Other 2024 recipients include the Museum of Fine Arts Boston, Yale University, United Way organizations, and Carroll School.

Grantmaking

In 2024, the trust awarded 86 grants totaling $357,319. Grants ranged from $50 to $30,000, with a median of $1,000.

Review Cycle

None.

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Geographic Focus

Where this funder awards grants

In 2024, 65% of grant dollars went to recipients in Massachusetts, 13% to Vermont, 11% to the District of Columbia, 7% to Connecticut, and 3% to New York.

Grant Distribution by State

21states

Share of 2024 grant dollars across all 86 itemized grants.

Cities

BostonWashingtonNew YorkLincolnMiddleburyLexingtonCambridgeFalmouthBarnstableWoods HoleHyannisNew HavenWest BarnstableTiconderogaGrotonLowellWalthamBristolCharlottesvilleDorchester

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M62 grants2020 81 grants2021 82 grants2022 60 grants2023 86 grants2024

From 2020 to 2024, annual grant giving ranged from $357K (2024) to $812K (2021). In 2024 it made 86 grants totaling $357K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Woodwell Climate Research Center: $54K across 3 grantsWoodwell Climate ResearchCenter$54K · 3 grantsMassachusetts Audubon Society: $40K across 2 grantsMassachusetts Audubon Society$40K · 2 grantsMusuem of Fine Arts Boston: $30KMusuem of Fine Arts Boston$30KYale University: $25K across 2 grantsYale University$25K · 2 grantsLexhab: $20KLexhab$20KThe Boston Foundation: $20K across 2 grantsThe Boston Foundation$20K · 2 grantsNatural Resources Defense Council: $17K across 3 grantsNatural Resources DefenseCouncil$17K · 3 grantsAddison County Parentchild Center: $10KAddison County ParentchildCenter$10KCarroll School: $10KCarroll School$10KGBH: $10KGBH$10K

The largest 2024 recipient was Woodwell Climate Research Center ($54K across 3 grants). Together the top 10 received $236K.

Grant Size Distribution

371 grants across all recorded years

362<$50K5$50–100K3$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 362 grants of 371 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Massachusetts Audubon Society Lincoln, MALong Pasture Wildlife Sanctuary$30,000
Musuem of Fine Arts Boston Boston, MAGeneral Purposes$30,000
Woodwell Climate Research Center Falmouth, MAGeneral Purposes$25,000
Woodwell Climate Research Center Falmouth, MAGeneral Purposes$25,000
Yale University New Haven, CTGeneral Purposes$25,000
Lexhab Lexington, MAGeneral Purposes$20,000
Addison County Parentchild Center Middlebury, VTGeneral Purposes$10,000
Carroll School Lincoln, MAGeneral Purposes$10,000
GBH Boston, MAGeneral Purposes$10,000
Massachusetts Audubon Society Lincoln, MAGeneral Purposes$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $1,927,571 $450,934 $384,142 $357,319
2023 $1,860,779 $406,100 $392,277 $375,722
2022 $1,850,406 $43,001 $410,076 $381,107
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,927,571$1,860,779$1,850,406
Revenue$450,934$406,100$43,001
Expenses$384,142$392,277$410,076
Qualifying Distributions$357,354$375,757$383,957
Net Investment Income$451,170$482,213$62,642
Distributable Amount$255,919$229,218$243,778

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Gilbert M Roddy Jr, J Atwood Ives, and Elizabeth S Ives as trustees.

The Ives Family Charitable Trust's 2024 filing lists 3 officers; 1 of 3 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • Gilbert M. Roddy Jr.

    Trustee

    On filings since 2020

    1 hr/week

    $8K (2020) → $10K (2024)

  • Elizabeth S. Ives

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • J. Atwood Ives

    Trustee

    On filings since 2020

    1 hr/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.

Compensation Overview

From 2024 IRS filing

Gilbert M Roddy Jr — Trustee: $10KGilbert M Roddy JrTrustee$10K

The highest reported compensation on the 2024 filing was $10K, to Gilbert M Roddy Jr (Trustee).

Contact

Application contact: J Atwood Ives
Mailing address: 1010 Waltham Street, Lexington, MA 02421
Phone: (617) 227-6655

Frequently asked questions about The Ives Family Charitable Trust

How much does The Ives Family Charitable Trust give each year?

The Ives Family Charitable Trust gave $357K across 86 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $376K across 60 grants.

What is The Ives Family Charitable Trust's typical grant size?

The Ives Family Charitable Trust's median grant in 2024 was $1,000, and its average grant was $4,155, across 86 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Ives Family Charitable Trust that year got $5K on average.

Where does The Ives Family Charitable Trust give grants?

The Ives Family Charitable Trust gives mostly in Massachusetts: 65% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Vermont (13%) and District of Columbia (11%). The most frequent recipient cities were Washington, DC (20 grants), Boston, MA (10 grants), Falmouth, MA (4 grants) and Lexington, MA (4 grants).

Does The Ives Family Charitable Trust give general operating support?

Yes: 97% of The Ives Family Charitable Trust's 2024 grants with a stated purpose (83 of 86) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are The Ives Family Charitable Trust's largest grantees?

The Ives Family Charitable Trust's largest 2024 grantees include Woodwell Climate Research Center ($54,000 across 3 grants), Massachusetts Audubon Society ($40,000 across 2 grants) and Musuem of Fine Arts Boston ($30,000), according to its 2024 IRS Form 990-PF. Together they received 35% of its itemized 2024 grant dollars.

How large is The Ives Family Charitable Trust?

The Ives Family Charitable Trust reported $1.9M in total assets on its 2024 IRS Form 990-PF. It paid out $357K in qualifying distributions that year, against a required minimum of $256K (roughly 5% of its investment assets).

What does The Ives Family Charitable Trust fund?

No mission statement for the trust is provided. Its 2024 grants include organizations working in several areas. See mission & focus areas ↑

How do I apply for a grant from The Ives Family Charitable Trust?

Submit a written form indicating the amount requested and projected use. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Ives Family Charitable Trust's EIN?

The Ives Family Charitable Trust's EIN (Employer Identification Number) is 04-6644020. 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. Research dossier generated September 2026.

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