Ada Bacon Trust Uw is a private foundation focused on Philanthropy, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 3 grants totaling $95K. Net investment income was $168K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+5.4% YoY
Annual Giving
$95K
+5.6% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$32K
+5.6% YoY
Under IRS private-foundation payout rules, Ada Bacon Trust Uw reported a distributable amount of $101K for 2024 — the minimum it must pay out in qualifying distributions.
About Ada Bacon Trust Uw
Based on IRS filings
Ada Bacon Trust Uw is a private foundation focused on Philanthropy, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 3 grants totaling $95K. Net investment income was $168K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,150,312 | $1,091,186 | $1,153,811 |
| Revenue | $179,005 | $52,455 | $141,424 |
| Expenses | $120,631 | $114,876 | $120,928 |
| Qualifying Distributions | $109,426 | $102,893 | $109,765 |
| Net Investment Income | $167,800 | $42,181 | $131,566 |
| Distributable Amount | $100,994 | $93,462 | $93,109 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Nvna and Hospice Foundation ($40,000), Wellspring ($35,000), South Shore Health Systems Foundation ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NVNA AND HOSPICE FOUNDATION NORWELL, MA | GENERAL PURPOSE | $40,000 |
| SOUTH SHORE HEALTH SYSTEMS FOUNDATION SOUTH WEYMOUTH, MA | GENERAL PURPOSE | $20,000 |
| WELLSPRING HULL, MA | GENERAL PURPOSE | $35,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL J PUZO | TRUSTEE | 0.5 | $6,225 |
| JOSEPH L BIERWIRTH | TRUSTEE | 0.5 | $6,224 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ada Bacon Trust Uw?
Ada Bacon Trust Uw is a private foundation focused on Philanthropy, based in BOSTON, MA. It holds $1.2M in total assets as of 2024.
How large is Ada Bacon Trust Uw?
As of 2024, Ada Bacon Trust Uw holds $1.2M in total assets with $179K in annual revenue. It awarded 3 grants totaling $95K in 2024.
Where does Ada Bacon Trust Uw operate?
Ada Bacon Trust Uw has awarded grants in Massachusetts.
What size grants does Ada Bacon Trust Uw award?
In 2024, Ada Bacon Trust Uw awarded 3 grants totaling $95K — an average of about $32K per grant, based on its IRS Form 990 filings.
How much is Ada Bacon Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ada Bacon Trust Uw reported a distributable amount of $101K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ada Bacon Trust Uw's EIN?
Ada Bacon Trust Uw's EIN (Employer Identification Number) is 23-7425266. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ada Bacon Trust Uw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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