Ada Bacon Trust Uw
Ada Bacon Trust Uw is a private foundation, 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
About Ada Bacon Trust Uw
Based on IRS filings
Ada Bacon Trust Uw is a private foundation, 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.
Ready to take the next step with Ada Bacon Trust Uw?
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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