The Linda Hammett Ory & Andrew Ory Charitable Trust

Private foundation · Grantmaker Lincoln, MA EIN: 38-7082936

The Linda Hammett Ory & Andrew Ory is a private foundation based in Lincoln, Massachusetts. It makes grants to charitable organizations; its 2024 filing says it contributes only to preselected organizations and does not accept unsolicited requests.

Key facts about The Linda Hammett Ory & Andrew Ory Charitable Trust

In short: The Linda Hammett Ory & Andrew Ory Charitable Trust gave $3.9M across 65 grants in 2024 (avg $60K), mostly in Massachusetts. 2% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
38-7082936
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,932,281
Grants made (2024)
65
Average grant
$60,497
Median grant
$1,000
New grantees (estimate)
2% first-time grantees (1 of 59, 2024)
Total assets
$564,291
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2024; updated October 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

$564K

-84.7% YoY

Annual Giving

$3.9M

-33.3% YoY

Grant Count

65

-15.6% YoY

Avg Grant Size

$60K

-21.0% YoY

Under IRS private-foundation payout rules, The Linda Hammett Ory & Andrew Ory Charitable Trust reported a distributable amount of $172K for 2024 — the minimum it must pay out in qualifying distributions.

Is The Linda Hammett Ory & Andrew Ory Charitable Trust open to new grantees?

2%

first-time grantees, 2024

In 2024, 1 of 59 grantees (2%) were first-time recipients. First grants averaged $1K; repeat grants $68K. How we count

Medians: $1K first-time, $1K repeat.

  • 86% of 2024 grantees were also funded in 2023. Method
  • Giving fell 22% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). 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 foundation is provided. Its 2024 grants show support for organizations including educational institutions, performing arts, youth-serving groups, and community organizations.

Among its grantees, Concord Academy describes its work as cultivating learning, empathy, integrity, and responsibility. Girl Scouts of Eastern Massachusetts says its mission is to build girls’ courage, confidence, and character. Friends of the Lincoln Council on Aging says it supports senior citizens in Lincoln, Massachusetts. These are the grantees’ descriptions of their own work.

Grantmaking

In 2024, the foundation made 65 grants totaling $3,932,281. Individual grants ranged from $200 to $2,000,000, with a median of $1,000. All grants were cash grants, and the filing describes them as ordinary-course grantmaking.

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Geographic Focus

Where this funder awards grants

The foundation is based in Lincoln, Massachusetts. Its 2024 listed grants include organizations in Massachusetts, as well as grants to Living City Project in New York and Project Glimmer in California.

Grant Distribution by State

7states

Share of 2024 grant dollars across all 65 itemized grants.

Cities

BostonConcordLincolnCambridgeKennebunkportSan FranciscoBrooklineLynnMiddleboroughNorthhamptonAthensNewtonActonDorchesterNew YorkNewton CentreWestonWorcesterBaltimoreFramingham

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M73 grants2019 66 grants2020 69 grants2021 76 grants2022 77 grants2023 65 grants2024

From 2019 to 2024, annual grant giving ranged from $2.6M (2019) to $5.9M (2023). In 2024 it made 65 grants totaling $3.9M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Harvard Graduate School of Education: $2.0MHarvard Graduate School ofEducation$2.0MHarvard University (Presidents and Fellows of Harvard College): $842K across 2 grantsHarvard University (Presidentsand Fellows of Harvard…$842K · 2 grantsConcord Academy: $450K across 2 grantsConcord Academy$450K · 2 grantsAmerican Repertory Theater: $332K across 2 grantsAmerican Repertory Theater$332K · 2 grantsBreaktime United Inc: $100KBreaktime United Inc$100KGirl Scouts of Eastern Massachusetts: $51K across 2 grantsGirl Scouts of EasternMassachusetts$51K · 2 grantsDecordova Sculpture Park & Museum: $44K across 2 grantsDecordova Sculpture Park &Museum$44K · 2 grantsFriends of the Lincoln Council on Aging: $34KFriends of the Lincoln Councilon Aging$34KKerem Shalom: $11K across 2 grantsKerem Shalom$11K · 2 grantsBig Sister Associaton of Greater Boston: $5KBig Sister Associaton ofGreater Boston$5K

The largest 2024 recipient was Harvard Graduate School of Education ($2.0M). Together the top 10 received $3.9M.

Grant Size Distribution

353 grants across all recorded years

291<$50K17$50–100K19$100–250K16$250–500K5$500K–1M5$1–5M$5M+

The most common grant size was under $50K: 291 grants of 353 (82%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Harvard Graduate School of Education Cambridge, MAGeneral$2,000,000
Harvard University (Presidents and Fellows of Harvard College) Cambridge, MAGeneral$491,568
Concord Academy Concord, MAGeneral$400,000
Harvard University (Presidents and Fellows of Harvard College) Cambridge, MAGeneral$350,000
American Repertory Theater Cambridge, MAGeneral$330,840
Breaktime United Inc Boston, MAGeneral$100,000
Concord Academy Concord, MAGeneral$50,000
Girl Scouts of Eastern Massachusetts Middleborough, MAGeneral$50,000
Friends of the Lincoln Council on Aging Lincoln, MAGeneral$34,333
Decordova Sculpture Park & Museum Lincoln, MAGeneral$23,750

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2024 $3,932,281 65
2023 $5,894,066 77
2022 $5,533,431 76

The foundation reported that its 2024 grants resulted in a “substantial contraction” of assets compared with the beginning of the tax year. It stated that the grants were made in the ordinary course of its activities and did not represent a full or partial liquidation, dissolution, or termination.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2019 2020 2021 2022 2023 2024
Metric202420232022
Total Assets$564,291$3,680,437$5,869,396
Revenue$896,485$4,107,910$958,120
Expenses$4,005,598$5,953,931$5,715,715
Qualifying Distributions$3,936,781$5,903,071$5,535,283
Net Investment Income$874,534$4,519,958$859,300
Distributable Amount$172,239$364,901$741,731

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
  7. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Linda G Hammett Ory and Andrew D Ory as trustees.

The Linda Hammett Ory & Andrew Ory Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Andrew D. Ory

    Trustee

    On filings since 2019

    0.3 hrs/week

    No compensation reported

  • Linda G. Hammett Ory

    Trustee

    On filings since 2019

    0.3 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: PO Box 458, Lincoln, MA 01773
Phone: (781) 259-9700

Frequently asked questions about The Linda Hammett Ory & Andrew Ory Charitable Trust

How much does The Linda Hammett Ory & Andrew Ory Charitable Trust give each year?

The Linda Hammett Ory & Andrew Ory Charitable Trust gave $3.9M across 65 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5.9M across 77 grants.

What is The Linda Hammett Ory & Andrew Ory Charitable Trust's typical grant size?

The Linda Hammett Ory & Andrew Ory Charitable Trust's median grant in 2024 was $1,000, and its average grant was $60,497, across 65 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Linda Hammett Ory & Andrew Ory Charitable Trust that year got $1K on average.

Where does The Linda Hammett Ory & Andrew Ory Charitable Trust give grants?

The Linda Hammett Ory & Andrew Ory Charitable Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (19 grants), Concord, MA (12 grants), Lincoln, MA (7 grants) and Cambridge, MA (5 grants).

Does The Linda Hammett Ory & Andrew Ory Charitable Trust give general operating support?

Yes: 100% of The Linda Hammett Ory & Andrew Ory Charitable Trust's 2024 grants with a stated purpose (65 of 65) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are The Linda Hammett Ory & Andrew Ory Charitable Trust's largest grantees?

The Linda Hammett Ory & Andrew Ory Charitable Trust's largest 2024 grantees include Harvard Graduate School of Education ($2,000,000), Harvard University (Presidents and Fellows of Harvard College) ($841,568 across 2 grants) and Concord Academy ($450,000 across 2 grants), according to its 2024 IRS Form 990-PF. Together they received 84% of its itemized 2024 grant dollars.

How large is The Linda Hammett Ory & Andrew Ory Charitable Trust?

The Linda Hammett Ory & Andrew Ory Charitable Trust reported $564K in total assets on its 2024 IRS Form 990-PF. It paid out $3.9M in qualifying distributions that year, against a required minimum of $172K (roughly 5% of its investment assets).

What does The Linda Hammett Ory & Andrew Ory Charitable Trust fund?

No mission statement for the foundation is provided. Its 2024 grants show support for organizations including educational institutions, performing arts, youth-serving groups, and community organizations. See mission & focus areas ↑

How do I apply for a grant from The Linda Hammett Ory & Andrew Ory Charitable Trust?

The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Linda Hammett Ory & Andrew Ory Charitable Trust's EIN?

The Linda Hammett Ory & Andrew Ory Charitable Trust's EIN (Employer Identification Number) is 38-7082936. IRS Form 990 filing data is available on this page for 2019–2024.

Does The Linda Hammett Ory & Andrew Ory Charitable Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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