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Cardinal Brook Trust is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 1989. The principal officer is Klr. It holds total assets of $124.6M. Annual income is reported at $39M. Total assets have grown from $5.8M in 2011 to $124.6M in 2024. The foundation is governed by 6 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2024. Grantmaking is concentrated in Massachusetts. According to available records, Cardinal Brook Trust has made 163 grants totaling $13.3M, with a median grant of $5K. Annual giving has decreased from $5.5M in 2020 to $25K in 2023. Individual grants have ranged from $1K to $4.5M, with an average award of $82K. The foundation has supported 69 unique organizations. The foundation primarily supports organizations in Massachusetts, New York, Georgia, which account for 82% of all grants. Grantmaking reaches organizations across 11 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$5K
Average Grant
$61K
Largest Grant
$2.1M
Based on 48 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Cardinal Brook Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 163 grants. Its grantmaking reaches organizations primarily in MA, NY, GA.
Cardinal Brook Trust has distributed a total of $13.3M across 163 grants. The median grant size is $5K, with an average of $82K. Individual grants have ranged from $1K to $4.5M.
Cardinal Brook Trust typically selects its grantees rather than accepting unsolicited proposals.
Cardinal Brook Trust is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 11 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David Davis | TRUSTEE | $0 | $0 | N/A |
| Karen Davis | TRUSTEE | $0 | $0 | N/A |
| Rebecca Aures | TRUSTEE | $0 | $0 | N/A |
| Jacob Davis | TRUSTEE | $0 | $0 | N/A |
| Hannah Johnson | TRUSTEE | $0 | $0 | N/A |
| Nathan Davis | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$124.6M
Fair Market Value
N/A
Net Worth
$124.4M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
163
Total Giving
$13.3M
Average Grant
$82K
Median Grant
$5K
Unique Recipients
69
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Martha'S Vineyard Vision FellowshipFOR GENERAL SUPPORT | Vineyard Haven, MA | $10K | 2023 |
| Unitarian Universalist Of PetershamFOR GENERAL SUPPORT | Petersham, MA | $5K | 2023 |
| Potash HillFOR GENERAL PURPOSES | Marlboro, VT | $4K | 2023 |
| Barre Center For Buddhist StudiesFOR GENERAL SUPPORT | Barre, MA | $3K | 2023 |
| Tri-Parish Community ChurchFOR GENERAL SUPPORT | New Braintree, MA | $3K | 2023 |
| Bank Of America Charitable Gift FundFOR GENERAL SUPPORT | Boston, MA | $2.2M | 2022 |
| Mt Grace Land TrustFOR GENERAL SUPPORT | Athol, MA | $150K | 2022 |
| President And Fellows Of Harvard CollegeFOR EDUCATIONAL PURPOSES | Cambridge, MA | $12K | 2022 |
| Tides FoundationFOR GENERAL SUPPORT | San Francisco, CA | $5K | 2022 |
| Southwest Georgia ProjectFOR GENERAL SUPPORT | Albany, GA | $5K | 2022 |
| Northeast Organic Farmers AssociationFOR SUPPORT OF FARMING IN NEW ENGLAND | Barre, MA | $5K | 2022 |
| Seeds Of SolidarityFOR SUPPORT OF FARMING | Orange, MA | $5K | 2022 |
| Petersham Unitarian ChurchFOR BUILDING MAINTENANCE | Petersham, MA | $5K | 2022 |
| Quabbin Food ConnectorFOR GENERAL SUPPORT | Orange, MA | $5K | 2022 |
| Soul Fire FarmFOR GENERAL SUPPORT | Petersburg, NY | $5K | 2022 |
| Umass MedicalFOR HEALTH CARE FOR LOW-INCOME GROUPS | Shrewsbury, MA | $5K | 2022 |
| Petersham Memorial LibraryGENERAL SUPPORT | Petersham, MA | $5K | 2022 |
| Athol Area YmcaFOR COMMUNITY PROGRAMS | Athol, MA | $4K | 2022 |
| Martha'S Vineyard Shellfish Group IncFOR EDUCATIONAL PURPOSES | Oak Bluffs, MA | $3K | 2022 |
| Friends Of Oaxacan Folk ArtFOR GENERAL SUPPORT | New York, NY | $3K | 2022 |
| Biodiversity WorksFOR GENERAL SUPPORT | Vineyard Haven, MA | $3K | 2022 |
| Brennan Center For JusticeFOR GENERAL SUPPORT | Washington, DC | $3K | 2022 |
| Jane Stern Dorado Community LibraryFOR GENERAL SUPPORT | Dorado, PR | $3K | 2022 |
| Petersham Arts CouncilFOR COMMUNITY ART COUNCIL | Petersham, MA | $2K | 2022 |
| Calcutta KidsFOR DISADVANTAGED COMMUNITIES | Marlboro, VT | $2K | 2022 |
| Miller'S River Watershed CouncilFOR GENERAL SUPPORT | Athol, MA | $2K | 2022 |
| St Andrews SchoolFOR EDUCATIONAL PURPOSES | Middletown, DE | $2K | 2022 |