The Ives Family Charitable Trust

BOSTON, MA EIN: 04-6644020

The Ives Family Charitable Trust is a private foundation established in 1990 and based in Boston, Massachusetts. The organization is designated as a 501(c)(3) tax-exempt entity and operates as a family foundation focused on philanthropic grantmaking.

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

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

Mission & Focus Areas

The Trust supports nonprofit organizations with primary funding interests in:

  • Human services
  • Health
  • Education
  • Arts and culture
  • The environment
  • Community development
  • Philanthropy, voluntarism, and grantmaking

The Trust emphasizes support for organizations in the Boston area and throughout Massachusetts.

Grantmaking

The Trust made 35 grants in 2023, with additional grants totaling $155,932 beyond those specifically listed.

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Geographic Focus

Where this funder awards grants

The Trust primarily funds nonprofit organizations in Massachusetts, with particular emphasis on the Boston area. Grantmaking also extends to organizations in the District of Columbia and New York.

Grant Distribution by State

21states
+13 more states

Cities

AbilineAmericusAndoverArlingtonAtlantaBarnstableBarreBostonBristolBrooklynCambridgeChamberlainCharlottesvilleDorchesterFalmouthFort BelvoirFrederickGrotonHanscom AfbHyannis

Financial History

Multi-year comparison from IRS filings

As of December 31, 2023:

  • Total assets: $1,860,779
  • Total revenues: $406,100
  • Total expenses: $392,277
  • Total liabilities: $0
  • Investment income and dividends: $49,917
  • Net gain from sale of non-inventory assets: $356,183

Staffing:

  • The organization operates with no employees
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$274K$547K$821K$1M20202021202220232024
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

Giving Over Time

Total grant dollars and number of grants per year

$0$203K$406K$609K$812K62 grants202081 grants202182 grants202260 grants202386 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MASSACHUSETTS AUDUBON SO…$30KMUSUEM OF FINE ARTS BOSTON$30KLEXHAB$20KADDISON COUNTY PARENTCHI…$10KCARROLL SCHOOL$10KGBH$10KMASSACHUSETTS AUDUBON SO…$10KMOUNT ABRAHAM UNIFIED SC…$5KEARTHWATCH INSTITUTE$4KHABITAT FOR HUMANITY OF …$4K

Grant Size Distribution

250 grants across all recorded years

245<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

GILBERT M RODDY JRTRUSTEE$10K

From 2024 filing

NameTitleHoursCompensation
GILBERT M RODDY JRTRUSTEE1$9,533
J ATWOOD IVESTRUSTEE1
ELIZABETH S IVESTRUSTEE1

Contact Information

Address: 230 Congress Street, 12th Floor Boston, MA 02110

Phone: 617-523-6531

EIN: 04-6644020

Related Funders

Similar funders by location and focus area

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

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