The O'Leary Foundation
The O'Leary Foundation is a private foundation based in Naples, Florida. In filing year 2025, it reported 14 grants totaling $420,242 to charitable organizations in Maine, Florida, Massachusetts, Maryland, and New York.
The O'Leary Foundation at a glance
In short: The O'Leary Foundation gave $420K across 14 grants in 2025 (avg $30K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $420,242
- +43.5% vs 2024
- Grants made (2025)
- 14
- +0.0% vs 2024
- Average grant
- $30,017
- +43.5% vs 2024
- Median grant
- $23,347
- Total assets
- $10,575,314
- +20.5% vs 2024
- Primary geography
- Maine (64% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to The O'Leary Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 3777 Tamiami Trail North Ste 200, Naples, FL 34103
Phone: (239) 435-0034
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The O'Leary Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Maine Maritime Academy ($58K). Together the top 10 received $362K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 25 grants of 28 (89%).
Geographic Focus
Where this funder awards grants
In 2025, 64% of grant dollars went to recipients in Maine, 11% each to recipients in Florida and Massachusetts, and 6% each to recipients in Maryland and New York.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
How The O'Leary Foundation gives
- 100% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out 79% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $293K (2024) to $420K (2025). In 2025 it made 14 grants totaling $420K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Maine Maritime Academy Castine, ME | General Support | $58,366 |
| Marginal Way Preservation Fund Ogunquit, ME | General Support | $58,366 |
| Susan Curtis Charitable Foundation Portland, ME | General Support | $58,366 |
| Clair & John Bertucci Center for Genitourinary Cancers Boston, MA | General Support | $46,693 |
| American Cancer Society Hagerstown, MD | General Support | $23,347 |
| Auburn Public Library Auburn, ME | General Support | $23,347 |
| Ogunquit Museum of American Art Ogunquit, ME | General Support | $23,347 |
| Ogunquit Playhouse Foundation Ogunquit, ME | General Support | $23,347 |
| Shelter for Abused Women and Children Naples, FL | General Support | $23,347 |
| Shriners Hospital for Children Tampa, FL | General Support | $23,347 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $10,575,314 | $2,321,166 | $521,450 | $420,242 | 14 | $425,896 | $481,203 | $538,662 |
| 2024 | $8,775,598 | $1,403,077 | $364,523 | $292,784 | 14 | $299,262 | $114,228 | $402,930 |
| 2023 | $7,737,204 | $6,580,257 | $20,091 | — | — | $3,828 | $77,201 | $287,318 |
Under IRS private-foundation payout rules, The O'Leary Foundation reported a distributable amount of $539K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available filing information does not state a mission for the foundation. Its 2025 grants went to organizations including educational, arts, cultural, health, animal-welfare, and community organizations. These examples describe the grantees, not a stated foundation focus: the Marginal Way Preservation Fund says it funds projects to repair, preserve, and beautify Ogunquit’s coastal walkway; the Ogunquit Playhouse Foundation says it produces performances, cultivates new stage works, and preserves the historic organization; and Auburn Public Library says it brings people, resources, and ideas together to engage, enlighten, and enrich its community.
Grantmaking
In filing year 2025, the foundation made 14 grants totaling $420,242. Grant amounts ranged from $11,674 to $58,366, with a median of $23,347. Grants included $58,366 each to Maine Maritime Academy, Marginal Way Preservation Fund, and Susan Curtis Charitable Foundation; $46,693 to the Clair & John Bertucci Center for Genitourinary Cancers; and $23,347 each to the American Cancer Society, Auburn Public Library, Ogunquit Museum of American Art, Ogunquit Playhouse Foundation, Shelter for Abused Women and Children, Shriners Hospital for Children, and SPCA Society for the Prevention of Cruelty to Animals. The listed grants were designated for general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bessemer Trust of Florida as trustee.
The O'Leary Foundation is led by Bessemer Trust Of Florida, Trustee on every filing since 2023 — the only officer listed, and compensated.
Officers on the 2025 filing
Bessemer Trust Of Florida
Trustee
On filings since 2023
10 hrs/week
$8K (2023) → $17K (2025)
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $17K, to Bessemer Trust of Florida (Trustee).
Frequently asked questions about The O'Leary Foundation
How much does The O'Leary Foundation give each year?
The O'Leary Foundation gave $420K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $293K across 14 grants.
What is The O'Leary Foundation's typical grant size?
The O'Leary Foundation's median grant in 2025 was $23,347, and its average grant was $30,017, across 14 grants on its 2025 IRS Form 990-PF.
Where does The O'Leary Foundation give grants?
The O'Leary Foundation gives mostly in Maine: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (11%) and Massachusetts (11%). The most frequent recipient cities were Ogunquit, ME (3 grants) and Auburn, ME (2 grants).
Does The O'Leary Foundation give general operating support?
Yes: 100% of The O'Leary Foundation's 2025 grants with a stated purpose (14 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The O'Leary Foundation's largest grantees?
The O'Leary Foundation's largest 2025 grantees include Maine Maritime Academy ($58,366), Marginal Way Preservation Fund ($58,366) and Susan Curtis Charitable Foundation ($58,366), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.
How large is The O'Leary Foundation?
The O'Leary Foundation reported $10.6M in total assets on its 2025 IRS Form 990-PF. It paid out $426K in qualifying distributions that year, against a required minimum of $539K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The O'Leary Foundation fund?
The available filing information does not state a mission for the foundation. Its 2025 grants went to organizations including educational, arts, cultural, health, animal-welfare, and community organizations. See mission & focus areas ↑
How do I apply for a grant from The O'Leary Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The O'Leary Foundation's EIN?
The O'Leary Foundation's EIN (Employer Identification Number) is 88-2395675. IRS Form 990 filing data is available on this page for 2023–2025.
Does The O'Leary Foundation 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.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2023–2024
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Browse active grant opportunities in The O'Leary Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The O'Leary Foundation funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/the-o-leary-foundation-morg_9b5dbaace0ff44439cd354cc19821c94
BibTeX
@misc{grantable_882395675_2026,
author = {{Grantable}},
title = {{The O'Leary Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-o-leary-foundation-morg_9b5dbaace0ff44439cd354cc19821c94},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The O'Leary Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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