FundersTennessee

Ma Rikard Charitable Trust

Nashville, TN · EIN 63-6231842. Reported 225 grants totalling $1,137,300 to 74 organizations across tax years 2020-2023. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$2,500median grant
$1,137,300granted, 2020-2023
74organizations funded
87%of grantees funded again the next year
$6,273,116assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Ma Rikard Charitable Trust did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $2,500. Half of everything it gave fell between $1,500 and $5,000; the smallest was $200 and the largest $65,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
28 grants
$1,000 - $5,000
122 grants
$5,000 - $10,000
51 grants
$10,000 - $25,000
15 grants
$25,000 - $50,000
5 grants
$50,000 - $100,000
4 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Oglethorpe UniversityAtlanta, GA$260,000442023
Kekula Ni'ihau O Kekaha - PreschoolKekaha, HI$82,000332023
Belmont UniversityNashville, TN$65,500442023
Kekula Ni'ihau O KekahaKekaha, HI$55,000312020
Alderwood Elementary SchoolBellingham, WA$43,000332023
National Tropical Botanical GardensKalaheo, HI$40,000442023
Alabama Children's Hospital FoundationBirmingham, AL$36,000442023
Kula Aupuni Niihau Kahelelani AlohaKekaha, HI$30,000442023
Historic Waimea Theater and Cultural Arts CenterWaimea, HI$25,500442023
Monroe Carell JR Children's Hospital at VanderbiltNashville, TN$24,500442023
Big Oak Ranch IncSpringville, AL$23,500442023
Storybook Theatre of HawaiiHanapepe, HI$23,500222023
Friends of the Library of HawaiiAiea, HI$20,000442023
Salvation ArmyEleele, HI$19,500442023
Baldwin County Heritage MuseumElberta, AL$19,000442023
City of Foley Alabama Fire DeptFoley, AL$19,000442023
Kauai Humane SocietyLihue, HI$19,000442023
City of Foley AlabamaFoley, AL$17,500632023
Kilohana Canoe ClubWaimea, HI$16,000442023
St Andrew By the SeaGulf Shores, AL$15,500442023
Kekula Ni'ihau O Kekaha - Hope StricklandKekaha, HI$15,000332023
Riverside Military AcademyGainesville, GA$13,000442023
Community Hospice of Baldwin CountyFoley, AL$12,500442023
Salvation ArmyBirmingham, AL$12,500442023
South Baldwin Literacy CouncilFoley, AL$11,500442023
Ecumenical Ministries IncFoley, AL$10,500442023
Be Bold MinistriesSalem, OR$10,000442023
Sturdivant Museum AssociationSelma, AL$10,000442023
United Way of Baldwin CountyFoley, AL$10,000442023
United Way of Central AlabamaBirmingham, AL$10,000442023
Williamson County Rescue SquadFranklin, TN$9,500442023
Williamson County Sheriff's OfficeFranklin, TN$9,500442023
Bellingham Arts Academy for YouthBellingham, WA$7,000222021
Habitat for Humanity of Baldwin CtySummerdale, AL$7,000442023
Monroe County Heritage MuseumMonroeville, AL$6,500442023
Buena Vista Memorial AssociationBeatrice, AL$6,000442023
Let's Get FreePittsburgh, PA$6,000222021
Northwest Washington SteelheadersBellingham, WA$6,000112023
Pelham City SchoolsPelham, AL$6,000222023
She JumpsSalt Lake City, UT$6,000222021
Harpeth ConservancyBrentwood, TN$5,500442023
Wolf Bay Watershed WatchFoley, AL$5,500442023
City of Foley Alabama Police DeptFoley, AL$5,000112020
Core Community ResourcesBayfield, WI$5,000222022
Explorations AcademyBellingham, WA$5,000112023
First United Methodist ChurchAlabaster, AL$5,000442023
Friends of North Fork Com LibraryMaple Falls, WA$5,000322021
One World SurgeryDeerfield, IL$5,000442023
St Jude Childrens Research HospitalMemphis, TN$5,000112023
The Battle of Franklin TrustFranklin, TN$5,000442023
Foley Al Woman's ClubFoley, AL$4,500222021
Friends of the Foley Al LibraryFoley, AL$4,500442023
The David & Sue Vosloh Charitable FoundationFoley, AL$4,500442023
Mt Baker High SchoolMaple Falls, WA$3,500222021
Nashville Public Library FoundationNashville, TN$3,000112023
Peace Lutheran ChurchGulf Shores, AL$2,500112020
Cullman County Board of EducationCullman, AL$2,000112021
Helena Elementary SchoolHelena, AL$2,000112020
Helena High SchoolHelena, AL$2,000112020
Helena Intermediate SchoolHelena, AL$2,000112020
Helena Middle SchoolHelena, AL$2,000112020
Kendall PTAMaple Falls, WA$2,000112020
Disable American Veterans (dav)Cincinnati, OH$1,600442023
City of Foley Alabama Marketing DeptFoley, AL$1,500112020
Friends of Deming LibraryDeming, WA$1,500112020
Kekahu Foundation IncHanalei, HI$1,500112020
American Cancer SocietyBirmingham, AL$1,100442023
American Heart AssociationPhoenix, AZ$1,100442023
American Lung Assoc of AlabamaHoover, AL$1,000442023
Concord Baptist ChurchMonroeville, AL$1,000112020
Alzheimer's Disease ResearchClarksburg, MD$900442023
March of DimesBirmingham, AL$900442023
American Institutecancer ResearchWashington, DC$700332022
Hanapepe Public LibraryHanapepe, HI$500112020

56 of 74 (76%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 87%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What kind of organizations it funds

By the recipient's own IRS classification, for the 82 grants where we could identify the organization. These are assigned categories, not our guesses.

Education
21 grants
Arts & Culture
16 grants
Environment
12 grants
Health Care
9 grants
Human Services
8 grants
Animal Welfare
5 grants
Religion
5 grants
International Affairs
4 grants

Giving by year

Tax yearGrantsTotalMedian grant
202065$318,000$2,500
202156$241,000$2,000
202251$253,500$2,500
202353$324,800$3,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 31% of this one's giving went to organizations in Hawaii. If you are outside its footprint, that matters more than how well your programme fits.

Hawaii
$348K
Alabama
$280K
Georgia
$273K
Tennessee
$128K
Washington
$73K
Oregon
$10K
Pennsylvania
$6K
Utah
$6K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund14 shared recipientsDonor Advised Charitable Giving Inc13 shared recipientsAmerican Online Giving Foundation Inc11 shared recipientsVanguard Charitable Endowment Program10 shared recipientsNational Philanthropic Trust8 shared recipientsThe Bank of America Charitable Foundation Inc8 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $2,500. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Hawaii.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from Ma Rikard Charitable Trust's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2020-2023). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: 1033 Demonbreun Street 2ND Floor, Nashville, TN, 37203. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 63-6231842 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email [email protected] and we will correct it.