Anne Whiteman Richardson Residuary

Foundation · Grantmaker PORTLAND, ME EIN: 01-6145027

Anne Whiteman Richardson Residuary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 2 grants totaling $59K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-0.6% YoY

Annual Giving

$59K

-5.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$30K

-5.2% YoY

Under IRS private-foundation payout rules, Anne Whiteman Richardson Residuary reported a distributable amount of $68K for 2024 — the minimum it must pay out in qualifying distributions.

About Anne Whiteman Richardson Residuary

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $155K (45%)

Connecticut $155K (45%)

Maine $33K (10%)

States

Connecticut Massachusetts Maine

Cities

CambridgeGreenfieldNew HavenOld Town

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,284,316	$1,291,998	$1,340,020
Revenue	$89,796	$41,128	$134,347
Expenses	$97,478	$89,150	$137,676
Qualifying Distributions	$59,496	$94,125	$97,536
Net Investment Income	$8,472	$17,161	$97,211
Distributable Amount	$68,139	$89,244	$94,126

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Yale University ($29,748), The Eposcopal Church of Saints Jame ($29,748).

Recipient	Purpose	Amount
YALE UNIVERSITY NEW HAVEN, CT	PAYMENT	$29,748
THE EPOSCOPAL CHURCH OF SAINTS JAME GREENFIELD, MA	PAYMENT	$29,748

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LAUREN EPSTEIN	COO	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Anne Whiteman Richardson Residuary?

Anne Whiteman Richardson Residuary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. It holds $1.3M in total assets as of 2024.

How large is Anne Whiteman Richardson Residuary?

As of 2024, Anne Whiteman Richardson Residuary holds $1.3M in total assets with $90K in annual revenue. It awarded 2 grants totaling $59K in 2024.

Where does Anne Whiteman Richardson Residuary operate?

Anne Whiteman Richardson Residuary has awarded grants in Connecticut, Massachusetts, Maine.

What size grants does Anne Whiteman Richardson Residuary award?

In 2024, Anne Whiteman Richardson Residuary awarded 2 grants totaling $59K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Anne Whiteman Richardson Residuary required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Anne Whiteman Richardson Residuary reported a distributable amount of $68K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Anne Whiteman Richardson Residuary's EIN?

Anne Whiteman Richardson Residuary's EIN (Employer Identification Number) is 01-6145027. IRS Form 990 filing data is available on this page for 2020–2024.