The Ives Family Charitable Trust
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.
The Ives Family Charitable Trust at a glance
In short: The Ives Family Charitable Trust gave $357K across 86 grants in 2024 (avg $4K), mostly in Massachusetts. 23% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $357,319
- -4.9% vs 2023
- Grants made (2024)
- 86
- +43.3% vs 2023
- Average grant
- $4,155
- -33.6% vs 2023
- Median grant
- $1,000
- Total assets
- $1,927,571
- +3.6% vs 2023
- New grantees (estimate)
- 23% first-time grantees (15 of 65, 2024)
- Primary geography
- Massachusetts (65% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Ives Family Charitable Trust
- How to Apply
-
Submit a written form indicating the amount requested and projected use. Contact J Atwood Ives. The filing lists no restrictions on awards.
- Contact
Application contact: J Atwood Ives
Mailing address: 1010 Waltham Street, Lexington, MA 02421
Phone: (617) 227-6655
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Ives Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
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
The most common grant size was under $50K: 362 grants of 371 (98%).
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
Share of 2024 grant dollars across all 86 itemized grants.
States
Cities
Is The Ives Family Charitable Trust open to new grantees?
23%
first-time grantees, 2024
In 2024, 15 of 65 grantees (23%) were first-time recipients. First grants averaged $5K; repeat grants $6K. How we count
Medians: $1K 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $357K (2024) to $812K (2021). In 2024 it made 86 grants totaling $357K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Massachusetts Audubon Society Lincoln, MA | Long Pasture Wildlife Sanctuary | $30,000 |
| Musuem of Fine Arts Boston Boston, MA | General Purposes | $30,000 |
| Woodwell Climate Research Center Falmouth, MA | General Purposes | $25,000 |
| Woodwell Climate Research Center Falmouth, MA | General Purposes | $25,000 |
| Yale University New Haven, CT | General Purposes | $25,000 |
| Lexhab Lexington, MA | General Purposes | $20,000 |
| Addison County Parentchild Center Middlebury, VT | General Purposes | $10,000 |
| Carroll School Lincoln, MA | General Purposes | $10,000 |
| GBH Boston, MA | General Purposes | $10,000 |
| Massachusetts Audubon Society Lincoln, MA | General Purposes | $10,000 |
Ready to take the next step with The Ives Family Charitable Trust?
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 | $1,927,571 | $450,934 | $384,142 | $357,319 | 86 | $357,354 | $451,170 | $255,919 |
| 2023 | $1,860,779 | $406,100 | $392,277 | $375,722 | 60 | $375,757 | $482,213 | $229,218 |
| 2022 | $1,850,406 | $43,001 | $410,076 | $381,107 | 82 | $383,957 | $62,642 | $243,778 |
| 2021 | $2,214,031 | $995,257 | $843,981 | $811,813 | 81 | $812,973 | $532,502 | $294,022 |
| 2020 | $2,062,755 | $691,361 | $662,090 | $640,480 | 62 | — | $582,186 | $229,671 |
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.
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.
Among the largest reported awards were $30,000 to Massachusetts Audubon Society for Long Pasture Wildlife Sanctuary and $30,000 to the Museum of Fine Arts Boston for general purposes. The filing also lists two $25,000 grants to Woodwell Climate Research Center for general purposes, and $25,000 to Yale University for general purposes. Other reported awards included $20,000 to LexHAB and $10,000 each to Addison County ParentChild Center, Carroll School, GBH, Massachusetts Audubon Society, the National Park Foundation, and the Natural Resources Defense Council.
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
The highest reported compensation on the 2024 filing was $10K, to Gilbert M Roddy Jr (Trustee).
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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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Cite this profile
Grantable. (2026). The Ives Family Charitable Trust funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/the-ives-family-charitable-trust-morg_b7819914a4464d99b65c8b496224e027
BibTeX
@misc{grantable_046644020_2026,
author = {{Grantable}},
title = {{The Ives Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-ives-family-charitable-trust-morg_b7819914a4464d99b65c8b496224e027},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Ives Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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