Ada Bacon Trust Uw
Ada Bacon Trust Uw is a private foundation focused on Philanthropy, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 3 grants totaling $95K. Net investment income was $147K.
Ada Bacon Trust Uw at a glance
In short: Ada Bacon Trust Uw gave $95K across 3 grants in 2025 (avg $32K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $95,000
- +0.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $31,667
- +0.0% vs 2024
- Median grant
- $35,000
- Total assets
- $1,184,143
- +2.9% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ada Bacon Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was NVNA and Hospice Foundation ($40K). Together the top 3 received $95K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Ada Bacon Trust Uw gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $90K (2023) to $102K (2020). In 2025 it made 3 grants totaling $95K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NVNA and Hospice Foundation Norwell, MA | General Purpose | $40,000 |
| Wellspring Hull, MA | General Purpose | $35,000 |
| South Shore Health Systems Foundation South Weymouth, MA | General Purpose | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,184,143 | $158,604 | $124,773 | $95,000 | 3 | $109,908 | $147,217 | $102,995 |
| 2024 | $1,150,312 | $179,005 | $120,631 | $95,000 | 3 | $109,426 | $167,800 | $100,994 |
| 2023 | $1,091,186 | $52,455 | $114,876 | $90,000 | 3 | $102,893 | $42,181 | $93,462 |
| 2022 | $1,153,811 | $141,424 | $120,928 | $97,500 | 4 | $109,765 | $131,566 | $93,109 |
| 2021 | $1,133,420 | $151,006 | $122,943 | $97,500 | 4 | $110,712 | $140,775 | $99,957 |
| 2020 | $1,105,461 | $140,917 | $127,534 | $102,000 | 5 | — | $130,525 | $89,931 |
Under IRS private-foundation payout rules, Ada Bacon Trust Uw reported a distributable amount of $103K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ada Bacon Trust Uw's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Joseph L. Bierwirth
Trustee
On filings since 2020
0.5 hrs/week
$5K (2020) → $6K (2025)
Michael J. Puzo
Trustee
On filings since 2020
0.5 hrs/week
$5K (2020) → $6K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to Joseph L Bierwirth (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Ada Bacon Trust Uw
How much does Ada Bacon Trust Uw give each year?
Ada Bacon Trust Uw gave $95K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $95K across 3 grants.
What is Ada Bacon Trust Uw's typical grant size?
Ada Bacon Trust Uw's median grant in 2025 was $35,000, and its average grant was $31,667, across 3 grants on its 2025 IRS Form 990-PF.
Where does Ada Bacon Trust Uw give grants?
Ada Bacon Trust Uw gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Ada Bacon Trust Uw give general operating support?
Yes: 100% of Ada Bacon Trust Uw's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Ada Bacon Trust Uw?
Ada Bacon Trust Uw reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $103K (roughly 5% of its investment assets).
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 2025.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
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