The Mary E Murphy & John F Murphy Jr Charitable Trust
The Mary E Murphy & John F Murphy Jr Charitable Trust is a private foundation based in Winchester, Massachusetts. Its 2024 grant records list payments toward recipients’ tuition, including payments for students attending colleges and universities.
Key facts about The Mary E Murphy & John F Murphy Jr Charitable Trust
In short: The Mary E Murphy & John F Murphy Jr Charitable Trust gave $45K across 29 grants in 2024 (avg $2K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- EIN
- 04-6772198
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $45,000
- Grants made (2024)
- 29
- Average grant
- $1,552
- Median grant
- $1,500
- Total assets
- $422,929
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
- Deadline
- The filing states that applications must be postmarked by May 3, 2024.
Data from IRS Form 990-PF, 2024; updated September 2026. 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
$423K
-4.9% YoY
Annual Giving
$45K
+6.4% YoY
Grant Count
29
+16.0% YoY
Avg Grant Size
$2K
-8.3% YoY
Under IRS private-foundation payout rules, The Mary E Murphy & John F Murphy Jr Charitable Trust reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.
How The Mary E Murphy & John F Murphy Jr Charitable Trust gives
- Giving held roughly steady from 2021 to 2024 (+13%). Method
- In 2024 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Grantmaking
In 2024, the trust made 29 grants totaling $45,000. Grants ranged from $500 to $6,000, with a median grant of $1,500. The listed grant purposes describe partial tuition payments. The largest grants included $6,000 to Natalie Lin, $3,000 each to Geralde Exantus and Madeleine Heckler, and $2,500 to Sebastian Cheung.
Review Cycle
The filing states that applications must be postmarked by May 3, 2024.
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Geographic Focus
Where this funder awards grants
All grant dollars in the 2024 filing went to recipients in Massachusetts.
Grant Distribution by State
Share of 2024 grant dollars across all 29 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $36K (2020) to $55K (2022). In 2024 it made 29 grants totaling $45K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Natalie Lin ($6K). Together the top 10 received $25K.
Grant Size Distribution
123 grants across all recorded years
The most common grant size was under $50K: 123 grants of 123 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Natalie Lin Winchester, MA | Partial TuitionPaymentUCLA | $6,000 |
| Geralde Exantus Winchester, MA | Partial TuitionPaymentUMass Boston | $3,000 |
| Madeleine Heckler Winchester, MA | Partial TuitionPaymentBelmont Univ. | $3,000 |
| Sebastian Cheung Winchester, MA | Partial TuitionPaymentRensselaer Poly. Inst. | $2,500 |
| Jenna Cho Winchester, MA | Partial TuitionPaymentCornell | $2,000 |
| Anastasia Green Winchester, MA | Partial TuitionPaymentGeorge Washington Univ. | $2,000 |
| Ayah Khater Winchester, MA | Partial TuitionPaymentMCPHS University | $2,000 |
| Jack Baker Winchester, MA | Partial TuitionPaymentUMass Amherst | $1,500 |
| Christian Calderon Winchester, MA | Partial TuitionPaymentMerrimack College | $1,500 |
| Benny Chen Winchester, MA | Partial TuitionPaymentUMass Lowell | $1,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $422,929 | $27,371 | $49,849 | $45,000 | 29 |
| 2023 | $444,554 | $47,150 | $50,229 | $42,300 | 25 |
| 2022 | $453,379 | $51,086 | $65,343 | $55,200 | 26 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $422,929 | $444,554 | $453,379 |
| Revenue | $27,371 | $47,150 | $51,086 |
| Expenses | $49,849 | $50,229 | $65,343 |
| Qualifying Distributions | $45,035 | $42,335 | $55,235 |
| Net Investment Income | $21,072 | $36,505 | $39,065 |
| Distributable Amount | $41,167 | $36,006 | $39,905 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Peter J Segerstrom, Elda Heller, and John Carroll as trustees.
The Mary E Murphy & John F Murphy Jr Charitable Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Elda Heller
Trustee
On filings since 2020
1 hr/week
No compensation reported
Peter J Segerstrom
Trustee
On filings since 2020
1 hr/week
No compensation reported
John Carroll
Trustee
On filings since 2022
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.
Contact
Application contact: Elda Heller Trustee
Mailing address: PO Box 68, Winchester, MA 01890
Phone: (339) 532-9927
Frequently asked questions about The Mary E Murphy & John F Murphy Jr Charitable Trust
How much does The Mary E Murphy & John F Murphy Jr Charitable Trust give each year?
The Mary E Murphy & John F Murphy Jr Charitable Trust gave $45K across 29 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $42K across 25 grants.
What is The Mary E Murphy & John F Murphy Jr Charitable Trust's typical grant size?
The Mary E Murphy & John F Murphy Jr Charitable Trust's median grant in 2024 was $1,500, and its average grant was $1,552, across 29 grants on its 2024 IRS Form 990-PF.
Where does The Mary E Murphy & John F Murphy Jr Charitable Trust give grants?
The Mary E Murphy & John F Murphy Jr 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 Winchester, MA (29 grants).
Does The Mary E Murphy & John F Murphy Jr Charitable Trust give general operating support?
Not in 2024: none of the 29 grants with a stated purpose on The Mary E Murphy & John F Murphy Jr Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support.
Who are The Mary E Murphy & John F Murphy Jr Charitable Trust's largest grantees?
The Mary E Murphy & John F Murphy Jr Charitable Trust's largest 2024 grantees include Natalie Lin ($6,000), Geralde Exantus ($3,000) and Madeleine Heckler ($3,000), according to its 2024 IRS Form 990-PF. Together they received 27% of its itemized 2024 grant dollars.
How large is The Mary E Murphy & John F Murphy Jr Charitable Trust?
The Mary E Murphy & John F Murphy Jr Charitable Trust reported $423K in total assets on its 2024 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets).
How do I apply for a grant from The Mary E Murphy & John F Murphy Jr Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Mary E Murphy & John F Murphy Jr Charitable Trust's EIN?
The Mary E Murphy & John F Murphy Jr Charitable Trust's EIN (Employer Identification Number) is 04-6772198. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Mary E Murphy & John F Murphy Jr Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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