The O'Leary Foundation

Private foundation · Grantmaker Naples, FL EIN: 88-2395675

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.

Key facts about The O'Leary Foundation

In short: The O'Leary Foundation gave $420K across 14 grants in 2025 (avg $30K), mostly in Maine. Source: 2025 IRS Form 990-PF.

EIN
88-2395675
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$420,242
Grants made (2025)
14
Average grant
$30,017
Median grant
$23,347
Total assets
$10,575,314
Primary geography
Maine (64% of itemized 2025 grant dollars)
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. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$10.6M

+20.5% YoY

Annual Giving

$420K

+43.5% YoY

Grant Count

14

+0.0% YoY

Avg Grant Size

$30K

+43.5% YoY

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.

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.

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.

How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.

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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

6states

Share of 2025 grant dollars across all 14 itemized grants.

Cities

OgunquitAuburnBostonCastineHagerstownNaplesNew YorkNorfolkPortlandTampaWells

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K0 grants2023 14 grants2024 14 grants2025

From 2024 to 2025, annual grant giving ranged from $293K (2024) to $420K (2025). In 2025 it made 14 grants totaling $420K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Maine Maritime Academy: $58KMaine Maritime Academy$58KMarginal Way Preservation Fund: $58KMarginal Way Preservation Fund$58KSusan Curtis Charitable Foundation: $58KSusan Curtis CharitableFoundation$58KClair & John Bertucci Center for Genitourinary Cancers: $47KClair & John Bertucci Centerfor Genitourinary Cancers$47KAmerican Cancer Society: $23KAmerican Cancer Society$23KAuburn Public Library: $23KAuburn Public Library$23KOgunquit Museum of American Art: $23KOgunquit Museum of AmericanArt$23KOgunquit Playhouse Foundation: $23KOgunquit Playhouse Foundation$23KShelter for Abused Women and Children: $23KShelter for Abused Women andChildren$23KShriners Hospital for Children: $23KShriners Hospital for Children$23K

The largest 2025 recipient was Maine Maritime Academy ($58K). Together the top 10 received $362K.

Grant Size Distribution

28 grants across all recorded years

25<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 28 (89%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Maine Maritime Academy Castine, MEGeneral Support$58,366
Marginal Way Preservation Fund Ogunquit, MEGeneral Support$58,366
Susan Curtis Charitable Foundation Portland, MEGeneral Support$58,366
Clair & John Bertucci Center for Genitourinary Cancers Boston, MAGeneral Support$46,693
American Cancer Society Hagerstown, MDGeneral Support$23,347
Auburn Public Library Auburn, MEGeneral Support$23,347
Ogunquit Museum of American Art Ogunquit, MEGeneral Support$23,347
Ogunquit Playhouse Foundation Ogunquit, MEGeneral Support$23,347
Shelter for Abused Women and Children Naples, FLGeneral Support$23,347
Shriners Hospital for Children Tampa, FLGeneral Support$23,347

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grant total Grant count
2025 $10,575,314 $2,321,166 $521,450 $420,242 14
2024 $8,775,598 $1,403,077 $364,523 $292,784 14
2023 $7,737,204 $6,580,257 $20,091 $0 0
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2023 2024 2025
Metric202520242023
Total Assets$10,575,314$8,775,598$7,737,204
Revenue$2,321,166$1,403,077$6,580,257
Expenses$521,450$364,523$20,091
Qualifying Distributions$425,896$299,262$3,828
Net Investment Income$481,203$114,228$77,201
Distributable Amount$538,662$402,930$287,318

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
  3. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  4. IRS filings on file for fiscal years 2023–2024

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

Bessemer Trust of Florida — Trustee: $17KBessemer Trust of…Trustee$17K

The highest reported compensation on the 2025 filing was $17K, to Bessemer Trust of Florida (Trustee).

Contact

Mailing address: 3777 Tamiami Trail North Ste 200, Naples, FL 34103
Phone: (239) 435-0034

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.

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