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

+0.0% YoY

Avg Grant Size

$20K

+6.3% YoY

Under IRS private-foundation payout rules, Beatrice E Neff Trust Under Will Fbo reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.

About Beatrice E Neff Trust Under Will Fbo

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $167K (100%)

States

Connecticut

Cities

HigganumMiddletown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Higganum United Methodist Church ($19,742), Middlesex Hospital ($19,742).

Recipient	Purpose	Amount
HIGGANUM UNITED METHODIST CHURCH HIGGANUM, CT	GENERAL SUPPORT	$19,742
MIDDLESEX HOSPITAL MIDDLETOWN, CT	GENERAL SUPPORT	$19,742

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Beatrice E Neff Trust Under Will Fbo?

As of 2024, Beatrice E Neff Trust Under Will Fbo holds $558K in total assets with $47K in annual revenue. It awarded 2 grants totaling $39K in 2024.

Where does Beatrice E Neff Trust Under Will Fbo operate?

Beatrice E Neff Trust Under Will Fbo has awarded grants in Connecticut.

What size grants does Beatrice E Neff Trust Under Will Fbo award?

In 2024, Beatrice E Neff Trust Under Will Fbo awarded 2 grants totaling $39K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Beatrice E Neff Trust Under Will Fbo required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Beatrice E Neff Trust Under Will Fbo reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Beatrice E Neff Trust Under Will Fbo's EIN?

Beatrice E Neff Trust Under Will Fbo's EIN (Employer Identification Number) is 81-6903647. IRS Form 990 filing data is available on this page for 2021–2024.