The Toffey Family Charitable Trust
The Toffey Family Charitable Trust is a private foundation based in Kennebunk, Maine. As one of the largest grantmakers in the Kennebunk area, the Trust plays a significant role in local and regional philanthropy.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$7.5M
-8.4% YoY
Annual Giving
$934K
+51.8% YoY
Grant Count
68
+36.0% YoY
Avg Grant Size
$14K
+11.6% YoY
Under IRS private-foundation payout rules, The Toffey Family Charitable Trust reported a distributable amount of $780K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The Trust's grantmaking priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Within education, the Trust has demonstrated particular interest in charter schools, K-12 schools, Head Start programs, and parent-teacher organizations. Community health is also among their funding focus areas.
Grantmaking
The Trust does not currently maintain live grant opportunities through active solicitation.
Grant Range
& Frequency**
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Geographic Focus
Where this funder awards grants
The Trust provides grants primarily in:
- Maine
- Florida
- Massachusetts
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $7,506,608
- Total Annual Giving: $934,376
- Most Recent Filing: 2025
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,506,608 | $8,194,644 | $8,477,419 |
| Revenue | $283,421 | $331,719 | $277,326 |
| Expenses | $971,716 | $617,275 | $1,096,575 |
| Qualifying Distributions | $953,754 | $616,385 | $1,028,170 |
| Net Investment Income | $265,570 | $330,939 | $207,191 |
| Distributable Amount | $780,388 | $865,658 | $817,575 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
209 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include St Ann's Church ($150,000), Kbia ($100,000), New York Blood Center Inc ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN DIABETES ASSOCIATION MERRIFIELD, VA | GENERAL PURPOSES | $5,000 |
| AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION PASSADENA, CA | GENERAL PURPOSES | $2,000 |
| AMERICAN RED CROSS WASHINGTON, DC | GENERAL PURPOSES | $5,000 |
| CANINE COMPANIONS FOR INDEPENDENCE MEDFORD, NY | GENERAL PURPOSES | $5,000 |
| CHILDREN'S MUSEUM AND THEATRE OF MAINE PORTLAND, ME | GENERAL PURPOSES | $3,000 |
| CLEVELAND CLINIC INDIAN RIVER FOUNDATION VERO BEACH, FL | GENERAL PURPOSES | $25,000 |
| DANA-FARBER CANCER INSTITUTE BROOKLINE, MA | GENERAL PURPOSES | $6,000 |
| DARTMOUTH COLLEGE FUND HANOVER, NH | GENERAL PURPOSES | $5,000 |
| DARTMOUTH REVIEW HANOVER, NH | GENERAL PURPOSES | $1,500 |
| EQUALITYMAINE FOUNDATION PORTLAND, ME | GENERAL PURPOSES | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| H JAMES TOFFEY | TRUSTEE | 0.5 | — |
| JAMES W TOFFEY | TRUSTEE | 1 | — |
| DEBORA TOFFEY PUCKETTE | TRUSTEE | 1 | $20,878 |
Frequently Asked Questions
What does The Toffey Family Charitable Trust fund?
The Trust's grantmaking priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services Within education, the Trust has demonstrated particular interest in charter schools, K-12 schools, Head Start programs, and parent-teacher organizations. Community health is also among their funding focus areas.
How do I apply for a grant from The Toffey Family Charitable Trust?
**Grant Size & Frequency** • Typical grant awards range from $25,000 to $250,000 • Total annual giving: $934,376 (most recent filing) **Grant Activity** The Trust does not currently maintain live grant opportunities through active solicitation.
Where does The Toffey Family Charitable Trust make grants?
The Trust provides grants primarily in: • Maine • Florida • Massachusetts
What size grants does The Toffey Family Charitable Trust award?
In 2025, The Toffey Family Charitable Trust awarded 68 grants totaling $934K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is The Toffey Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Toffey Family Charitable Trust reported a distributable amount of $780K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Toffey Family Charitable Trust's EIN?
The Toffey Family Charitable Trust's EIN (Employer Identification Number) is 13-6955166. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in The Toffey Family Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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