The Ives Family Charitable Trust
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
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.
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
States
Cities
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
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Massachusetts Audubon Society ($30,000), Musuem of Fine Arts Boston ($30,000), Lexhab ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADDISON COUNTY PARENTCHILD CENTER MIDDLEBURY, VT | GENERAL PURPOSES | $10,000 |
| AMERICAN FARMLAND TRUST WASHINGTON, DC | GENERAL PURPOSES | $100 |
| AMERICAN RIVERS WASHINGTON, DC | GENERAL PURPOSES | $1,000 |
| AMERICAN RIVERS WASHINGTON, DC | GENERAL PURPOSES | $1,000 |
| ARBOR DAY FOUNDATION LINCOLN, NE | GENERAL PURPOSES | $100 |
| ARTHRITIS FOUNDATION NEWTON, MA | GENERAL PURPOSES | $50 |
| BARNSTABLE LAND TRUST INC WEST BARNSTABLE, MA | GENERAL PURPOSES | $250 |
| BARNSTABLE LAND TRUST INC WEST BARNSTABLE, MA | GENERAL PURPOSES | $500 |
| BARNSTABLE LAND TRUST INC WEST BARNSTABLE, MA | GENERAL PURPOSES | $1,000 |
| BARNSTABLE LAND TRUST INC WEST BARNSTABLE, MA | GENERAL PURPOSES | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GILBERT M RODDY JR | TRUSTEE | 1 | $9,533 |
| J ATWOOD IVES | TRUSTEE | 1 | — |
| ELIZABETH S IVES | TRUSTEE | 1 | — |
Contact Information
Address: 230 Congress Street, 12th Floor Boston, MA 02110
Phone: 617-523-6531
EIN: 04-6644020
Frequently Asked Questions
What does The Ives Family Charitable Trust fund?
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.
How do I apply for a grant from The Ives Family Charitable Trust?
**Grant Characteristics:** • Typical grant awards range from $50,000 to $120,000 • Types of support include project support and general operating support **Recent Grant Activity (2023):** • Total giving: $357,319 • Notable recent grants include: • Woodwell Climate Research Center: $52,000 • National Park Foundation: $25,000 • United Way of Massachusetts Bay and Merrimack Valley: $20,000 The Trust made 35 grants in 2023, with additional grants totaling $155,932 beyond those specifically listed.
Where does The Ives Family Charitable Trust make 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.
What size grants does The Ives Family Charitable Trust award?
In 2024, The Ives Family Charitable Trust awarded 86 grants totaling $357K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is The Ives Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ives Family Charitable Trust reported a distributable amount of $256K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Ives Family Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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