Ives Family Charitable Trust
- Assets
- $1.9m
- Revenue
- $406.1k
- Investments
- $1.5m
- Employees
- 0
- Location
- Boston, MA
- Founding
- 04/1991
- Data as of
- 12/2023
- EIN
- 04-6644020
Organization Overview
Ives Family Charitable Trust is located in Boston, MA. The organization was established in 1991. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ives Family Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Ives Family Charitable Trust generated $406.1k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 3.2% each year. All expenses for the organization totaled $392.3k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Ives Family Charitable Trust has awarded 493 individual grants totaling $5,099,571. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gilbert M Roddy Jr Trustee | 1 | $8,670 | |
J Atwood Ives Trustee | 1 | $0 | |
Elizabeth S Ives Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $13 |
| Dividends & Interest | $49,904 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $356,183 |
| Capital Gain Net Income | $448,783 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $406,100 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $8,670 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,091 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $563 |
| Total operating and administrative expenses | $16,555 |
| Contributions, gifts, grants paid | $375,722 |
| Total expenses and disbursements | $392,277 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $97,186 |
| Savings and temporary cash investments | $228,000 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,860,779 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Ives Family Charitable Trust has awarded $375,722 in support to 60 organizations.
| Grant Recipient | Amount |
|---|---|
ACCION PURPOSE: GENERAL PURPOSES | $100 |
ADDISON COUNTY PARENTCHILD CENTER PURPOSE: GENERAL PURPOSES | $4,000 |
AMERICAN RIVERS PURPOSE: GENERAL PURPOSES | $1,750 |
ATRIA COLLECTIVE (FKA WOMENSAFE) PURPOSE: GENERAL PURPOSES | $1,000 |
BARNSTABLE LAND TRUST INC PURPOSE: GENERAL PURPOSES | $250 |
BEACON HILL VILLAGE PURPOSE: GENERAL PURPOSES | $500 |