O'brien Family Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like O'brien Family Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 25-6819442

Foundation Overview

Based in Albany, NY, O'brien Family Charitable Trust has awarded 40 grants totaling $1,746,343 to organizations in Indiana, Florida and 3 other states across the US. Individual grants range from $5,000 to $263,684, with a median award of $25,000.

Latest Tax Year
2024
Total Giving (all years)
$1,746,343
Total Assets
$499,844
Median Grant (all grants)
$25,000

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$139,342
% Median Grant Growth
+587% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

2 of 4 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Florida

43% of grants are awarded in Florida, with additional funding distributed across 4 other locations. The foundation balances regional focus with broader geographic diversity. Within Florida, funding concentrates in Vero Beach (100%).

Funding Trajectory
+10%

Stable funding levels with 10% change over 4 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into O'brien Family Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
See Attached List $263,684 Albany, NY, US General Charitable Purpose 2024
Quail Valley Charities Inc $15,000 Vero Beach, FL, US General Charitable Purpose 2024
See Attached List $263,684 Albany, NY, US General Charitable Purpose 2024
Quail Valley Charities Inc $15,000 Vero Beach, FL, US General Charitable Purpose 2024
University Of Notre Dame $25,565 Notre Dame, IN, US General Charitable Purpose 2023
Cleveland Clinic Indian River Hospital Foundation $50,453 Vero Beach, FL, US General Charitable Purpose 2023
A Mindful Moment $10,000 Cincinnati, OH, US General Charitable Purpose 2023
Catholic Charities Diocese Of Pittsburgh $15,000 Pittsburgh, PA, US General Charitable Purpose 2023
Greater Pittsburgh Community Food Bank $49,858 Duquesne, PA, US General Charitable Purpose 2023
Extra Mile Education Foundation $25,565 Pittsburgh, PA, US General Charitable Purpose 2023
Quail Valley Charities Inc $6,434 Vero Beach, FL, US General Charitable Purpose 2023
Quail Valley Charities Inc $9,000 Vero Beach, FL, US General Charitable Purpose 2023
University Of Notre Dame $25,000 Notre Dame, IN, US General 2022
Cleveland Clinic Indian River Hospital Foundation $50,000 Vero Beach, FL, US General 2022
United Way Of Indian River County $10,000 Vero Beach, FL, US General 2022
Vna & Hospice Foundation Inc $5,000 Vero Beach, FL, US General 2022
Greater Pittsburgh Community Food Bank $50,627 Duquesne, PA, US General 2022
Extra Mile Education Foundation $25,341 Pittsburgh, PA, US General 2022
University Of Pittsburgh $10,044 Pittsburgh, PA, US General 2022
Quail Valley Charities Inc $11,987 Vero Beach, FL, US General 2022
University Of Notre Dame $25,000 Notre Dame, IN, US General 2022
Cleveland Clinic Indian River Hospital Foundation $50,000 Vero Beach, FL, US General 2022
United Way Of Indian River County $10,000 Vero Beach, FL, US General 2022
Vna & Hospice Foundation Inc $5,000 Vero Beach, FL, US General 2022
Greater Pittsburgh Community Food Bank $50,627 Duquesne, PA, US General 2022
Extra Mile Education Foundation $25,341 Pittsburgh, PA, US General 2022
University Of Pittsburgh $10,044 Pittsburgh, PA, US General 2022
Quail Valley Charities Inc $11,987 Vero Beach, FL, US General 2022
University Of Notre Dame $25,000 Notre Dame, IN, US General 2022
Cleveland Clinic Indian River Hospital Foundation $50,000 Vero Beach, FL, US General 2022
United Way Of Indian River County $10,000 Vero Beach, FL, US General 2022
Vna & Hospice Foundation Inc $5,000 Vero Beach, FL, US General 2022
Greater Pittsburgh Community Food Bank $50,627 Duquesne, PA, US General 2022
Extra Mile Education Foundation $25,341 Pittsburgh, PA, US General 2022
University Of Pittsburgh $10,044 Pittsburgh, PA, US General 2022
Quail Valley Charities Inc $11,987 Vero Beach, FL, US General 2022
See Attached - Stock Donations $159,559 Albany, NY, US General Charitable Purposes 2021
See Attached - Cash Donations $20,000 Albany, NY, US General Charitable Purposes 2021
See Attached - Stock Donations $173,544 Albany, NY, US General Charitable Purposes 2020
See Attached - Cash Donations $80,000 Albany, NY, US General Charitable Purposes 2020

Foundations Similar to O'brien Family Charitable Trust

Discover 5 foundations with comparable assets ($497,455-$502,815), similar grant patterns, and geographic focus in NY that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 13-3010477 | 5 grants awarded
$498,193
(≈ Similar)
$17,059
median grant
New York, NY
Same state
100%
Excellent match

EIN: 15-6016631 | 9 grants awarded
$501,986
(≈ Similar)
$30,000
median grant
Norwich, NY
Same state
100%
Excellent match

EIN: 15-6017975 | 1 grants awarded
$497,455
(≈ Similar)
$19,101
median grant
Buffalo, NY
Same state
100%
Excellent match

EIN: 13-3861344 | 13 grants awarded
$502,355
(≈ Similar)
$37,500
median grant
New York, NY
Same state
100%
Excellent match

EIN: 31-1809780 | 104 grants awarded
$502,815
(≈ Similar)
$13,750
median grant
New York, NY
Same state
100%
Excellent match

Contact Information

Official contact details for O'brien Family Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 25-6819442
Website N/A
Address PO BOX 15201 Albany, NY 12212-5201

Key People (4)

Board members, trustees, and key staff who oversee O'brien Family Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Thomas H O'brien
Trustee Thomas H O'brien Jr
Trustee Lauren C Troutman
Trustee Timothy B O'brien

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for O'brien Family Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.