Funder DirectoryTHE JOSEPH D OBRIEN III MEMORIAL
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Private foundation (trust)EIN 874027437Est. 2022-06

THE JOSEPH D OBRIEN III MEMORIAL

SHELBYVILLE, KY 40065

Total Assets

$6.6M

FY 2023

Annual Giving

$481K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$48K

FY 2023

Grant Range

$1K–$200K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$4.4M

Total Expenses

$491K

Qualifying Distributions

$481K

Distributable Amount

$277K

Min. Investment Return

$281K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

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

3 years

Giving over time from 2021 to 2023. Peak $2.6M in 2021. Hover bars for details.

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

Top Recipients

13 grants

MORGAN STANLEY GLOBAL IMPACT INC
$2.6M
1 grant
THE OTTAWA YMCA
$200K
1 grant
THE HEART THAT GIVES FOUNDATION
$150K
1 grant
CONGAREE FOUNDATION
$50K
2 grants
IGNATION SPIRITUALITY PROJECT
$50K
2 grants
IMMACULATA CLASSICAL ACADEMY
$30K
1 grant
AMERICAN SADDLEBRED HORSE &
$25K
1 grant
FELLOWSHIP OF CATHOLIC UNIVERSITY
$12K
1 grant

Grant Size Distribution

13 grants

<$10K
3
grants
$10–50K
7
grants
$50–250K
2
grants
$250K–1M
$1–5M
1
grants
$5M+

Geographic Focus

7 states

Louisiana
$2.6M
83% of total
Illinois
$260K
8% of total
Missouri
$150K
5% of total
Kentucky
$56K
2% of total
Texas
$50K
2% of total
Colorado
$12K
0% of total
Georgia
$3K
0% of total

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THE JOSEPH D OBRIEN III MEMORIAL — Grants, Financials & Contact | Grantivo