Beatrice E Neff Trust Under Will Fbo

ESSEX, CT EIN: 81-6903647

Beatrice E Neff Trust Under Will Fbo is a private foundation, based in ESSEX, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $558K in total assets. In 2024, it awarded 2 grants totaling $39K. Net investment income was $33K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$558K

-2.5% YoY

Annual Giving

$39K

+6.3% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$20K

+6.3% YoY

About Beatrice E Neff Trust Under Will Fbo

Based on IRS filings

Beatrice E Neff Trust Under Will Fbo is a private foundation, based in ESSEX, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $558K in total assets. In 2024, it awarded 2 grants totaling $39K. Net investment income was $33K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

HigganumMiddletown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$17K$34K$51K$69K2021202220232024
Metric202420232022
Total Assets$558,227$572,709$600,486
Revenue$46,518$27,373$22,680
Expenses$54,447$54,861$61,469
Qualifying Distributions$41,069$39,955$47,677
Net Investment Income$32,865$11,097$6,605
Distributable Amount$40,616$37,393$37,868

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$23K$34K$46K2 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

HIGGANUM UNITED METHODIS…$20KMIDDLESEX HOSPITAL$20K

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

No officer/director data available.

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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