The Mary E Murphy & John F Murphy Jr Charitable Trust

Private foundation · Grantmaker Winchester, MA EIN: 04-6772198

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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

1state

Share of 2024 grant dollars across all 29 itemized grants.

Cities

Winchester

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K23 grants2020 20 grants2021 26 grants2022 25 grants2023 29 grants2024

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

Natalie Lin: $6KNatalie Lin$6KGeralde Exantus: $3KGeralde Exantus$3KMadeleine Heckler: $3KMadeleine Heckler$3KSebastian Cheung: $3KSebastian Cheung$3KJenna Cho: $2KJenna Cho$2KAnastasia Green: $2KAnastasia Green$2KAyah Khater: $2KAyah Khater$2KJack Baker: $2KJack Baker$2KChristian Calderon: $2KChristian Calderon$2KBenny Chen: $2KBenny Chen$2K

The largest 2024 recipient was Natalie Lin ($6K). Together the top 10 received $25K.

Grant Size Distribution

123 grants across all recorded years

123<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 123 grants of 123 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Natalie Lin Winchester, MAPartial TuitionPaymentUCLA$6,000
Geralde Exantus Winchester, MAPartial TuitionPaymentUMass Boston$3,000
Madeleine Heckler Winchester, MAPartial TuitionPaymentBelmont Univ.$3,000
Sebastian Cheung Winchester, MAPartial TuitionPaymentRensselaer Poly. Inst.$2,500
Jenna Cho Winchester, MAPartial TuitionPaymentCornell$2,000
Anastasia Green Winchester, MAPartial TuitionPaymentGeorge Washington Univ.$2,000
Ayah Khater Winchester, MAPartial TuitionPaymentMCPHS University$2,000
Jack Baker Winchester, MAPartial TuitionPaymentUMass Amherst$1,500
Christian Calderon Winchester, MAPartial TuitionPaymentMerrimack College$1,500
Benny Chen Winchester, MAPartial 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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2020 2021 2022 2023 2024
Metric202420232022
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

  1. 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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