Funder DirectoryM HOLT MASSEY CHARITABLE TRUST
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Private foundation (trust)EIN 046820993Est. 1996-12

M HOLT MASSEY CHARITABLE TRUST

MANSFIELD, MA 02048

Total Assets

$3.0M

FY 2024

Annual Giving

$108K

FY 2024

Grants Made

42

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$200–$25K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$303K

Total Expenses

$130K

Qualifying Distributions

$111K

Distributable Amount

$147K

Min. Investment Return

$151K

Undistributed Income

$147K

Payout rate 75%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.75%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

42 grants

Grant sizes from minimum $200 through median $1K to maximum $25K, 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

5 years

Giving over time from 2020 to 2024. Peak $161K in 2022. Hover bars for details.

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

Top Recipients

204 grants

REDWOOD LIBRARY AND ATHENAEUM
$68K
5 grants
HISTORIC NEW ENGLAND
$67K
4 grants
NATIONAL TRUST FOR SCOTLAND USA
$52K
8 grants
NORMAN BIRD SANCTUARY
$35K
3 grants
AMERICAN ENTERPRISE INSTITUTE
$30K
4 grants
PIONEER INSTITUTE
$25K
3 grants
FISCAL ALLIANCE FOUNDATION
$25K
5 grants
MUSEUM OF FINE ARTS
$24K
4 grants

Grant Size Distribution

204 grants

<$10K
196
grants
$10–50K
8
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

Massachusetts
$359K
53% of total
Rhode Island
$206K
30% of total
District of Columbia
$50K
7% of total
New York
$29K
4% of total
California
$20K
3% of total
Pennsylvania
$5K
1% of total
Minnesota
$5K
1% of total
Virginia
$2K
0% of total
Maine
$1K
0% of total
Illinois
$500
0% of total

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M HOLT MASSEY CHARITABLE TRUST — Grants, Financials & Contact | Grantivo