The Open Charitable Trust
The Open Charitable Trust is a private foundation, based in Needham, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $494K in total assets. In 2025, it awarded 7 grants totaling $65K. Net investment income was $35K.
The Open Charitable Trust at a glance
In short: The Open Charitable Trust gave $65K across 7 grants in 2025 (avg $9K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $64,820
- -20.8% vs 2024
- Grants made (2025)
- 7
- -30.0% vs 2024
- Average grant
- $9,260
- +13.1% vs 2024
- Median grant
- $2,500
- Total assets
- $494,219
- -4.8% vs 2024
- Primary geography
- Massachusetts (76% 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 Open Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Cape Cod Church ($49K). Together the top 7 received $65K.
Grant Size Distribution
75 grants across all recorded years
The most common grant size was under $50K: 73 grants of 75 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How The Open Charitable Trust gives
- Giving fell 25% from 2022 to 2025. Method
- In 2025 it paid out 206% of its IRS minimum distribution (the 5% rule). 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 $28K (2023) to $93K (2020). In 2025 it made 7 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cape Cod Church East Falmouth, MA | General | $49,350 |
| Modern Day Missions Grand Prairie, TX | General | $6,050 |
| Serge Jenkintown, PA | General | $3,610 |
| The Bible Project Portland, OR | General | $2,500 |
| 2 Act Ministries Las Vegas, NV | General | $2,000 |
| 24-7 Prayer | General | $1,010 |
| Salvation Army Hartford, CT | General | $300 |
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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 | $494,219 | $45,395 | $74,922 | $64,820 | 7 | $64,820 | $35,293 | $31,488 |
| 2024 | $519,180 | $41,637 | $92,195 | $81,844 | 10 | $81,844 | $31,286 | $33,089 |
| 2023 | $569,744 | $32,431 | $38,154 | $28,105 | 6 | $28,105 | $22,382 | $31,816 |
| 2022 | $575,291 | $40,772 | $96,806 | $86,220 | 12 | $86,220 | $30,186 | $33,795 |
| 2021 | $628,604 | $92,449 | $88,498 | $77,501 | 40 | $77,501 | $70,442 | $38,184 |
| 2020 | $638,757 | $32,346 | $101,447 | $93,170 | 45 | — | $24,069 | $34,361 |
Under IRS private-foundation payout rules, The Open Charitable Trust reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Open Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
James A. Batson Jr.
Trustee
On filings since 2020
1 hr/week
No compensation reported
Judy A. Batson
Trustee
On filings since 2020
1 hr/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 Open Charitable Trust
How much does The Open Charitable Trust give each year?
The Open Charitable Trust gave $65K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $82K across 10 grants.
What is The Open Charitable Trust's typical grant size?
The Open Charitable Trust's median grant in 2025 was $2,500, and its average grant was $9,260, across 7 grants on its 2025 IRS Form 990-PF.
Where does The Open Charitable Trust give grants?
The Open Charitable Trust gives mostly in Massachusetts: 76% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Texas (9%) and Pennsylvania (6%).
Does The Open Charitable Trust give general operating support?
Yes: 100% of The Open Charitable Trust's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Open Charitable Trust's largest grantees?
The Open Charitable Trust's largest 2025 grantees include Cape Cod Church ($49,350), Modern Day Missions ($6,050) and Serge ($3,610), according to its 2025 IRS Form 990-PF. Together they received 91% of its itemized 2025 grant dollars.
How large is The Open Charitable Trust?
The Open Charitable Trust reported $494K in total assets on its 2025 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What is The Open Charitable Trust's EIN?
The Open Charitable Trust's EIN (Employer Identification Number) is 46-1639459. 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 May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 18, 2026)
- IRS filings on file for fiscal years 2020–2024
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