Young-Rourke Charitable Trust
Young-Rourke Charitable Trust is a private foundation located in Belmont, Massachusetts. In 2025, it gave $292,500 through 22 grants, supporting organizations whose stated purposes included education, medical programs, and other programs.
Young-Rourke Charitable Trust at a glance
In short: Young-Rourke Charitable Trust gave $293K across 22 grants in 2025 (avg $13K), mostly in Massachusetts. 5% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $292,500
- +45.5% vs 2024
- Grants made (2025)
- 22
- +0.0% vs 2024
- Average grant
- $13,295
- +45.5% vs 2024
- Median grant
- $9,000
- Total assets
- $3,365,688
- -3.1% vs 2024
- New grantees (estimate)
- 5% first-time grantees (1 of 22, 2025; small sample)
- Primary geography
- Massachusetts (97% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Young-Rourke Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states on its 2025 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 23 Locust St, Belmont, MA 02478-3507
Phone: (617) 484-3828
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Young-Rourke Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Brandeis University ($110K). Together the top 10 received $219K.
Grant Size Distribution
108 grants across all recorded years
The most common grant size was under $50K: 107 grants of 108 (99%).
Geographic Focus
Where this funder awards grants
In 2025, 97% of grant dollars went to recipients in Massachusetts and 3% went to recipients in Pennsylvania.
Grant Distribution by State
Share of 2025 grant dollars across all 22 itemized grants.
Cities
Is Young-Rourke Charitable Trust open to new grantees?
5%
first-time grantees, 2025
In 2025, 1 of 22 grantees (5%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $3K; repeat grants $14K. How we count
Medians: $3K first-time, $10K repeat.
- 95% of 2025 grantees were also funded in 2024. Method
- Giving grew 31% from 2022 to 2025. Method
- In 2025 it paid out 119% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $149K (2020) to $338K (2021). In 2025 it made 22 grants totaling $293K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brandeis University Waltham, MA | Payment for Education | $110,000 |
| Beth Israel Hospital Boston, MA | Payments for Medical Programs | $20,000 |
| Worcest Polytechnic Institute Office of Annual Giving Worcester, MA | Payments for Education | $15,000 |
| 2 Life Communities Brighton, MA | Payments for Programs | $12,000 |
| Combined Jewish Philanthropies Boston, MA | Payments for Programs | $12,000 |
| Jewish Community Center Newton, MA | Payments for Programs | $10,000 |
| Jewish Family and Children's Service Waltham, MA | Payments for Programs | $10,000 |
| Jewish Family Service of Metrowest Framingham, MA | Payments for programs to provide social, health, and community services | $10,000 |
| More Than Words Waltham, MA | Payments for Programs | $10,000 |
| Museum of Science Boston, MA | Payments for Programs Through the Annual Fund | $10,000 |
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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 | $3,365,688 | $189,063 | $297,079 | $292,500 | 22 | $293,388 | $186,572 | $245,539 |
| 2024 | $3,473,652 | $164,011 | $204,290 | $201,000 | 22 | $201,848 | $161,569 | $228,150 |
| 2023 | $3,514,100 | $134,764 | $167,676 | $165,000 | 20 | $165,804 | $132,927 | $196,937 |
| 2022 | $3,546,637 | $74,819 | $233,808 | $224,000 | 24 | $224,990 | $85,598 | $204,055 |
| 2021 | $3,716,158 | $467,340 | $350,886 | $337,500 | 20 | $338,400 | $465,334 | $227,517 |
| 2020 | $3,601,335 | $968,982 | $155,380 | $148,740 | 19 | — | $967,278 | $199,470 |
Under IRS private-foundation payout rules, Young-Rourke Charitable Trust reported a distributable amount of $246K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 filing lists grants for education, medical programs, and programs. Among the organizations it supported, Brandeis University describes its work as advancing the humanities, arts, and sciences and providing a broad liberal arts education. Jewish Family Service of MetroWest describes its services as social, health, and community support for people in need. The Museum of Science says its mission is to inspire a lifelong love of science and make science accessible and engaging. More Than Words describes its mission as empowering young people facing challenges such as foster care, homelessness, or being out of school through running a business.
Grantmaking
In 2025, the trust awarded 22 grants totaling $292,500. Grants ranged from $2,500 to $110,000, with a median of $9,000.
The largest award was $110,000 to Brandeis University for education. Other notable grants included $20,000 to Beth Israel Hospital for medical programs; $15,000 to Worcester Polytechnic Institute Office of Annual Giving for education; and $12,000 each to 2 Life Communities and Combined Jewish Philanthropies for programs. The trust also gave $10,000 each to the Jewish Community Center, Jewish Family and Children’s Service, Jewish Family Service of MetroWest, More Than Words, and the Museum of Science. Other reported grants included $9,500 to Gann Academy, $8,500 to the Museum of Fine Arts, $8,500 to Wellesley College, and $8,000 to Jewish Vocational Service.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Lisa Rourke as trustee.
Young-Rourke Charitable Trust is led by Lisa Rourke, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Lisa Rourke
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 Young-Rourke Charitable Trust
How much does Young-Rourke Charitable Trust give each year?
Young-Rourke Charitable Trust gave $293K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $201K across 22 grants.
What is Young-Rourke Charitable Trust's typical grant size?
Young-Rourke Charitable Trust's median grant in 2025 was $9,000, and its average grant was $13,295, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Young-Rourke Charitable Trust that year got $3K on average.
Where does Young-Rourke Charitable Trust give grants?
Young-Rourke Charitable Trust gives mostly in Massachusetts: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (7 grants), Waltham, MA (4 grants) and Brighton, MA (2 grants).
Does Young-Rourke Charitable Trust give general operating support?
Occasionally: 5% of Young-Rourke Charitable Trust's 2025 grants with a stated purpose (1 of 22) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Payments for Programs" (11 grants) and "Payments for Education" (4 grants).
Who are Young-Rourke Charitable Trust's largest grantees?
Young-Rourke Charitable Trust's largest 2025 grantees include Brandeis University ($110,000), Beth Israel Hospital ($20,000) and Worcest Polytechnic Institute Office of Annual Giving ($15,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Young-Rourke Charitable Trust?
Young-Rourke Charitable Trust reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $293K in qualifying distributions that year, against a required minimum of $246K (roughly 5% of its investment assets).
What does Young-Rourke Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 filing lists grants for education, medical programs, and programs. Among the organizations it supported, Brandeis University describes its work as advancing the humanities, arts, and sciences and providing a broad liberal arts education. See mission & focus areas ↑
How do I apply for a grant from Young-Rourke Charitable Trust?
The trust states on its 2025 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Young-Rourke Charitable Trust 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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Young-Rourke Charitable Trust funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/young-rourke-charitable-trust-morg_b206b6eea7914d0d9046256532eeaad1
BibTeX
@misc{grantable_546692838_2026,
author = {{Grantable}},
title = {{Young-Rourke Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/young-rourke-charitable-trust-morg_b206b6eea7914d0d9046256532eeaad1},
note = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Young-Rourke Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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