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Rhode Island · Private foundation

S Elizabeth O'Brien Trust

Its FY2020 filing reports that it accepted unsolicited grant applications.

$383k
Granted FY2020
12
Grants FY2020
12
Organizations funded FY2020
67%
First-time grantees FY2020
Read the full brief
Median grant, FY2020
$45,000
Largest grant, FY2020
$56,756
Organizations funded a year
6 to 12
FY2017 to FY2020
States reached, FY2020
1
Total assets, FY2020
$8.1M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2020, 67% of the organizations S Elizabeth O'Brien Trust funded were first-time grantees, receiving 48% of its grant dollars.

New vs renewed · share of each year

In FY2020, 52% of grant dollars renewed an existing relationship; $183k went to new ones.

50%100%’18’20
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’20
HealthEducationHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202012$383k67%
FY20186$337k50%
FY20177$388kn/a
96% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2020.

Health$718kEducation$255kCivil Rights$50kHuman Services$5kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2020, and the share of each one’s budget the grants supplied at peak.

Show all 12 grantees

Plus 6 recipients with no EIN on record ($325k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget S Elizabeth O'Brien Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDana-Farber Cancer Institute Inc: $183,246 over 2y, 0.0% of budgetBoston Medical Center Corporation: $171,400 over 3y, 0.0% of budgetJoslin Diabetes Center Inc: $102,500 over 2y, 0.1% of budgetMass General Brigham Incorporated: $102,500 over 1y, 0.0% of budgetMab Community Services Inc: $80,000 over 3y, 0.2% of budgetPerkins School for the Blind: $65,000 over 2y, 0.1% of budgetThe Guild for Human Services Inc: $25,000 over 1y, 0.1% of budgetSouthcoast Visiting Nurse Association Inc: $15,000 over 1y, 0.0% of budgetLowell Association for the Blind Inc: $11,500 over 1y, 4.0% of budgetLucy's Love Bus Charitable Trust Inc: $10,000 over 1y, 1.3% of budgetHealth Resources in Action Inc: $9,731 over 1y, 0.0% of budgetThe Carroll Center for the Blind Inc: $7,000 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 12.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Fidelity Investments Charitable Gift FundMA5.3× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare S Elizabeth O'Brien Trust with peer funders

About S Elizabeth O'Brien Trust

How much does S Elizabeth O'Brien Trust give?
S Elizabeth O'Brien Trust reported 12 grants totaling $382,883 in its FY2020 IRS filing. It funded between 6 and 12 organizations a year over FY2017 to FY2020.
What does S Elizabeth O'Brien Trust fund?
By grant dollars over FY2017 to FY2020, its largest causes are Health (65%), Education (23%), Civil Rights (5%).
Who are S Elizabeth O'Brien Trust's largest grantees?
By total granted over FY2017 to FY2020: Dana-Farber Cancer Institute Inc ($183k), Boston Medical Center Corporation ($171k), Joslin Diabetes Center Inc ($103k).
Does S Elizabeth O'Brien Trust fund new organizations?
In FY2020, 67% of the organizations it funded were first-time grantees.
Does S Elizabeth O'Brien Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as S Elizabeth O'Brien Trust?
Its strongest co-funders, measured against what their size predicts, include Fidelity Investments Charitable Gift Fund, Amazonsmile Foundation.
Where is S Elizabeth O'Brien Trust based?
S Elizabeth O'Brien Trust is based in RI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 18 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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