Young-rourke Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELMONT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 22 grants totaling $201K. Net investment income was $162K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
-1.2% YoY
Annual Giving
$201K
+21.8% YoY
Grant Count
22
+10.0% YoY
Avg Grant Size
$9K
+10.7% YoY
Under IRS private-foundation payout rules, Young-rourke Charitable Trust reported a distributable amount of $228K for 2024 — the minimum it must pay out in qualifying distributions.
About Young-rourke Charitable Trust
Based on IRS filings
Young-rourke Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELMONT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 22 grants totaling $201K. Net investment income was $162K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,473,652 | $3,514,100 | $3,546,637 |
| Revenue | $164,011 | $134,764 | $74,819 |
| Expenses | $204,290 | $167,676 | $233,808 |
| Qualifying Distributions | $201,848 | $165,804 | $224,990 |
| Net Investment Income | $161,569 | $132,927 | $85,598 |
| Distributable Amount | $228,150 | $196,937 | $204,055 |
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 2024
Grant Size Distribution
105 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Brandeis University ($20,500), Beth Israel Hospital ($20,000), Worcest Polytechnic Institute Office of Annual Giving ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 2 LIFE COMMUNITIES BRIGHTON, MA | PAYMENTS FOR PROGRAMS | $12,000 |
| AMERICAN JEWISH COMMITTEE PHILADELPHIA, PA | PAYMENTS FOR PROGRAMS | $8,000 |
| BETH EL TEMPLE CENTER BELMONT, MA | PAYMENTS FOR PROGRAMS | $6,000 |
| BETH ISRAEL HOSPITAL BOSTON, MA | PAYMENTS FOR MEDICAL PROGRAMS | $20,000 |
| BOSTON BOOK FESTIVAL CAMBRIDGE, MA | PAYMENTS FOR PROGRAMS | $3,000 |
| CENTER FOR EYE RESEARCH AND EDUCATION BOSTON, MA | PAYMENTS FOR EDUCATION | $3,000 |
| COMBINED JEWISH PHILANTHROPIES BOSTON, MA | PAYMENTS FOR PROGRAMS | $12,000 |
| GANN ACADEMY WALTHAM, MA | PAYMENTS FOR EDUCATION | $9,500 |
| JEWISH COMMUNITY CENTER NEWTON, MA | PAYMENTS FOR PROGRAMS | $10,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICE WALTHAM, MA | PAYMENTS FOR PROGRAMS | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LISA ROURKE | TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Young-rourke Charitable Trust?
Young-rourke Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELMONT, MA. It holds $3.5M in total assets as of 2024.
How large is Young-rourke Charitable Trust?
As of 2024, Young-rourke Charitable Trust holds $3.5M in total assets with $164K in annual revenue. It awarded 22 grants totaling $201K in 2024.
Where does Young-rourke Charitable Trust operate?
Young-rourke Charitable Trust has awarded grants in Massachusetts, Minnesota, Missouri, Pennsylvania.
What size grants does Young-rourke Charitable Trust award?
In 2024, Young-rourke Charitable Trust awarded 22 grants totaling $201K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Young-rourke Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Young-rourke Charitable Trust reported a distributable amount of $228K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Young-rourke Charitable Trust's EIN?
Young-rourke Charitable Trust's EIN (Employer Identification Number) is 54-6692838. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Young-rourke Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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