James W O'brien Foundation Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like James W O'brien Foundation Inc. Data shown is extracted from Form 990-PF filings.

EIN: 04-3528495

Foundation Overview

Based in North Andover, MA, James W O'brien Foundation Inc has awarded 13 grants totaling $8,089,859 to organizations in Massachusetts. Individual grants range from $10,000 to $921,993, with a median award of $786,203.

Latest Tax Year
2023
Total Giving (all years)
$8,089,859
Total Assets
$20,959,147
Median Grant (all grants)
$786,203

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$740,953
% Median Grant Decline
-20% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

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

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Massachusetts

100% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Various (100%).

Funding Trajectory
+5%

Stable funding levels with 5% change over 7 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 James W O'brien Foundation Inc'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
Various Organizations $740,953 Various, MA, US Various Donations To Charitable Organizations 2023
Various Organizations $740,953 Various, MA, US Various Donations To Charitable Organizations 2023
Various Organizations $921,993 Various, MA, US Various Donations To Charitable Organizations 2022
Various Organizations $921,993 Various, MA, US Various Donations To Charitable Organizations 2022
Various Organizations $921,993 Various, MA, US Various Donations To Charitable Organizations 2022
Various Organizations $852,257 Various, MA, US Various Donations To Charitable Organizations 2021
Adjustment To Account For Differenc $10,000 Various, MA, US Various Donations Tocharitable Organizations 2021
Various Organizations $827,445 Various, MA, US Various Donations To Charitable Organizations 2020
Adjustment To Account For Differenc $-5,000 Various, MA, US Various Donations Tocharitable Organizations 2020
Various Organizations $596,459 Various, MA, US Various Donations To Charitable Organizations 2018
Various Organizations $769,610 Various, MA, US Various Donations To Charitable Organizations 2017
Various Organizations $786,203 Various, MA, US Various Donations To Charitable Organizations 2016
Adjustment To Account For $-80,878 Various, MA, US Various Donations To Charitable Organizations 2016

Foundations Similar to James W O'brien Foundation Inc

Discover 5 foundations with comparable assets ($18,691,575-$22,404,676), similar grant patterns, and geographic focus in MA 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: 84-2341831 | 27 grants awarded
$20,629,458
(≈ Similar)
$400,000
median grant
Cambridge, MA
Same state
99%
Excellent match

EIN: 04-2236996 | 8 grants awarded
$22,046,825
(≈ Similar)
$1,181,180
median grant
North Andover, MA
Same state
97%
Excellent match

EIN: 83-6537585 | 6 grants awarded
$22,404,676
(≈ Similar)
$1,164,491.5
median grant
Boston, MA
Same state
97%
Excellent match

EIN: 81-3022126 | 13 grants awarded
$18,691,746
(≈ Similar)
$500,000
median grant
Boston, MA
Same state
95%
Excellent match

EIN: 04-3533001 | 10 grants awarded
$18,691,575
(≈ Similar)
$408,109
median grant
Boston, MA
Same state
95%
Excellent match

Contact Information

Official contact details for James W O'brien Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-3528495
Website N/A
Address 807 TURNPIKE STREET North Andover, MA 01845-6131

Key People (5)

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

Trustee John Braga
Trustee Carolyn Mcinnis
Trustee Mcinnis Family Office
Trustee Christopher Hopey
Trustee Rardy Pena

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 James W O'brien Foundation Inc 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 February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.