The O'Shaughnessy Family Foundation
The O'Shaughnessy Family Foundation is a private foundation, based in Uxbridge, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $227K in total assets. In 2025, it awarded 8 grants totaling $18K. Net investment income was $7K.
The O'Shaughnessy Family Foundation at a glance
In short: The O'Shaughnessy Family Foundation gave $18K across 8 grants in 2025 (avg $2K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $18,000
- +17.1% vs 2024
- Grants made (2025)
- 8
- -33.3% vs 2024
- Average grant
- $2,250
- +75.6% vs 2024
- Median grant
- $1,000
- Total assets
- $227,380
- -4.7% vs 2024
- Primary geography
- Missouri (72% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The O'Shaughnessy Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was St Louis Symphony Orchestra ($10K). Together the top 8 received $18K.
Grant Size Distribution
55 grants across all recorded years
The most common grant size was under $50K: 55 grants of 55 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How The O'Shaughnessy Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $7K (2020) to $18K (2025). In 2025 it made 8 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Louis Symphony Orchestra St. Louis, MO | To Enable Donee to Continue Its Exempt Purpose | $10,000 |
| National Childrens Cancer Society Inc Belleville, IL | To Enable Donee to Continue Its Exempt Purpose | $2,000 |
| New Bedford Whaling Museum New Bedford, MA | To Enable Donee to Continue Its Exempt Purpose | $1,000 |
| Missouri Botanical Garden St. Louis, MO | To Enable Donee to Continue Its Exempt Purpose | $1,000 |
| St Louis Winter Opera St. Louis, MO | To Enable Donee to Continue Its Exempt Purpose | $1,000 |
| Friends of the Missouri Governor's Mansion Jefferson City, MO | To Enable Donee to Continue Its Exempt Purpose | $1,000 |
| Preservation Society of Newport County Newport, RI | To Enable Donee to Continue Its Exempt Purpose | $1,000 |
| St Catherine of Siena Church Norwood, MA | To Enable Donee to Continue Its Exempt Purpose | $1,000 |
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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 | $227,380 | $6,715 | $18,000 | $18,000 | 8 | $18,000 | $6,715 | $18,066 |
| 2024 | $238,665 | $7,396 | $15,374 | $15,374 | 12 | $15,374 | $7,396 | $17,821 |
| 2023 | $246,643 | $7,511 | $15,905 | $15,905 | 12 | $15,905 | $7,511 | $15,162 |
| 2022 | $255,037 | $5,026 | $16,650 | $16,650 | 13 | $16,650 | $5,026 | $15,198 |
| 2021 | $266,661 | $4,213 | $16,139 | $16,139 | 10 | $16,139 | $4,213 | $16,511 |
| 2020 | $278,587 | $8,010 | $10,279 | $6,547 | 3 | — | $6,222 | $16,843 |
Under IRS private-foundation payout rules, The O'Shaughnessy Family Foundation reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The O'Shaughnessy Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Christine F. O'Shaughnessy
Trustee
On filings since 2020
2 hrs/week
No compensation reported
John O'Shaughnessy
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The O'Shaughnessy Family Foundation
How much does The O'Shaughnessy Family Foundation give each year?
The O'Shaughnessy Family Foundation gave $18K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 12 grants.
What is The O'Shaughnessy Family Foundation's typical grant size?
The O'Shaughnessy Family Foundation's median grant in 2025 was $1,000, and its average grant was $2,250, across 8 grants on its 2025 IRS Form 990-PF.
Where does The O'Shaughnessy Family Foundation give grants?
The O'Shaughnessy Family Foundation gives mostly in Missouri: 72% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (11%) and Illinois (11%). The most frequent recipient cities were St. Louis, MO (3 grants).
Who are The O'Shaughnessy Family Foundation's largest grantees?
The O'Shaughnessy Family Foundation's largest 2025 grantees include St Louis Symphony Orchestra ($10,000), National Childrens Cancer Society Inc ($2,000) and New Bedford Whaling Museum ($1,000), according to its 2025 IRS Form 990-PF. Together they received 72% of its itemized 2025 grant dollars.
How large is The O'Shaughnessy Family Foundation?
The O'Shaughnessy Family Foundation reported $227K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $18K (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 is The O'Shaughnessy Family Foundation's EIN?
The O'Shaughnessy Family Foundation's EIN (Employer Identification Number) is 43-1669212. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 7, 2026)
- IRS filings on file for fiscal years 2020–2025
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