Funder DirectoryCARDINAL BROOK TRUST
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Private foundation (trust)EIN 043050557Est. 1989-12

CARDINAL BROOK TRUST

BOSTON, MA 02110

Total Assets

$149.4M

FY 2024

Annual Giving

$2.3M

FY 2024

Grants Made

12

FY 2024

Avg Grant

$190K

FY 2024

Grant Range

$1K–$1M

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$23.7M

Total Expenses

$2.9M

Qualifying Distributions

$2.3M

Distributable Amount

$7.0M

Min. Investment Return

$7.1M

Undistributed Income

$6.7M

Payout rate 33%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.33%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

12 grants

Grant sizes from minimum $1K through median $15K to maximum $1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $5.5M in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

99 grants

BANK OF AMERICA CHARITABLE GIFT FUND
$6.7M
2 grants
MT GRACE LAND TRUST
$1.0M
3 grants
JOHNSON FAMILY GIFT FUND - BANK OF AMERICA CHARITABLE GIFT FUND
$1M
1 grant
MASS GENERAL
$500K
1 grant
SHERIFF'S MEADOW FOUNDATION
$111K
1 grant
MARTHA'S VINEYARD VISION FELLOWSHIP
$100K
2 grants
EAST QUABBIN LAND TRUST
$100K
1 grant
ISLAND HOUSING TRUST
$61K
2 grants

Grant Size Distribution

99 grants

<$10K
76
grants
$10–50K
12
grants
$50–250K
5
grants
$250K–1M
4
grants
$1–5M
2
grants
$5M+

Geographic Focus

11 states

Massachusetts
$10.1M
99% of total
New York
$26K
0% of total
California
$19K
0% of total
Georgia
$15K
0% of total
District of Columbia
$15K
0% of total
Arkansas
$10K
0% of total
Vermont
$8K
0% of total
Puerto Rico
$8K
0% of total
Pennsylvania
$5K
0% of total
Hawaii
$5K
0% of total

+1 more states

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CARDINAL BROOK TRUST — Grants, Financials & Contact | Grantivo