The Joseph D Obrien Iii Memorial
The Joseph D Obrien Iii Memorial is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHELBYVILLE, KY. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 10 grants totaling $481K. Net investment income was $314K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
+1236.4% YoY
Annual Giving
$481K
+861.0% YoY
Grant Count
10
+400.0% YoY
Avg Grant Size
$48K
+92.2% YoY
Under IRS private-foundation payout rules, The Joseph D Obrien Iii Memorial reported a distributable amount of $277K for 2024 — the minimum it must pay out in qualifying distributions.
About The Joseph D Obrien Iii Memorial
Based on IRS filings
The Joseph D Obrien Iii Memorial is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHELBYVILLE, KY. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 10 grants totaling $481K. Net investment income was $314K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,240,938 | $317,331 | $47,564 |
| Revenue | $4,414,675 | $335,704 | $2,655,564 |
| Expenses | $491,068 | $65,937 | $2,608,000 |
| Qualifying Distributions | $480,500 | $50,000 | $2,608,000 |
| Net Investment Income | $313,663 | $12,046 | $295,564 |
| Distributable Amount | $276,696 | $14,820 | $91,409 |
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
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Ottawa Ymca ($200,000), The Heart That Gives Foundation ($150,000), Immaculata Classical Academy ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| IGNATION SPIRITUALITY PROJECT CHICAGO, IL | CHARITABLE PURPOSES | $25,000 |
| CONGAREE FOUNDATION HOUSTON, TX | CHARITABLE PURPOSES | $25,000 |
| THE OTTAWA YMCA OTTAWA, IL | CHARITABLE PURPOSES | $200,000 |
| IMMACULATA CLASSICAL ACADEMY LOUISVILLE, KY | CHARITABLE PURPOSES | $30,000 |
| CHILDREN'S HOME ASSOCIATION PEORIA, IL | CHARITABLE PURPOSES | $10,000 |
| TEAM SHAAN FOUNDATION LOUISVILLE, KY | CHARITABLE PURPOSES | $1,000 |
| AMERICAN SADDLEBRED HORSE & LEXINGTON, KY | CHARITABLE PURPOSES | $25,000 |
| ARPHA DULUTH, GA | CHARITABLE PURPOSES | $2,500 |
| THE HEART THAT GIVES FOUNDATION COLUMBIA, MO | CHARITABLE PURPOSES | $150,000 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY GENESEE, CO | CHARITABLE PURPOSES | $12,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH D OBRIEN JR | CHAIRMAN, PR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Joseph D Obrien Iii Memorial?
The Joseph D Obrien Iii Memorial is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHELBYVILLE, KY. It holds $4.2M in total assets as of 2024.
How large is The Joseph D Obrien Iii Memorial?
As of 2024, The Joseph D Obrien Iii Memorial holds $4.2M in total assets with $4.4M in annual revenue. It awarded 10 grants totaling $481K in 2024.
Where does The Joseph D Obrien Iii Memorial operate?
The Joseph D Obrien Iii Memorial has awarded grants in Colorado, Georgia, Illinois, Kentucky, Louisiana, Missouri, Texas.
What size grants does The Joseph D Obrien Iii Memorial award?
In 2024, The Joseph D Obrien Iii Memorial awarded 10 grants totaling $481K — an average of about $48K per grant, based on its IRS Form 990 filings.
How much is The Joseph D Obrien Iii Memorial required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joseph D Obrien Iii Memorial reported a distributable amount of $277K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Joseph D Obrien Iii Memorial's EIN?
The Joseph D Obrien Iii Memorial's EIN (Employer Identification Number) is 87-4027437. IRS Form 990 filing data is available on this page for 2022–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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