Beatrice E Neff Trust Under Will FBO
Beatrice E Neff Trust Under Will FBO is a private foundation, based in Essex, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $535K in total assets. In 2025, it awarded 2 grants totaling $42K. Net investment income was $29K.
Beatrice E Neff Trust Under Will FBO at a glance
In short: Beatrice E Neff Trust Under Will FBO gave $42K across 2 grants in 2025 (avg $21K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $42,002
- +6.4% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $21,001
- +6.4% vs 2024
- Median grant
- $21,001
- Total assets
- $534,993
- -4.2% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Beatrice E Neff Trust Under Will FBO funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Higganum United Methodist Church ($21K). Together the top 2 received $42K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Beatrice E Neff Trust Under Will FBO gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 102% 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 2021 to 2025, annual grant giving ranged from $37K (2023) to $46K (2022). In 2025 it made 2 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Higganum United Methodist Church Higganum, CT | General Support | $21,001 |
| Middlesex Hospital Middletown, CT | General Support | $21,001 |
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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 | $534,993 | $43,104 | $58,247 | $42,002 | 2 | $43,645 | $28,776 | $42,742 |
| 2024 | $558,227 | $46,518 | $54,447 | $39,484 | 2 | $41,069 | $32,865 | $40,616 |
| 2023 | $572,709 | $27,373 | $54,861 | $37,148 | 2 | $39,955 | $11,097 | $37,393 |
| 2022 | $600,486 | $22,680 | $61,469 | $45,904 | 2 | $47,677 | $6,605 | $37,868 |
| 2021 | $641,191 | $35,495 | $62,326 | $44,092 | 2 | $47,022 | $18,024 | $44,093 |
Under IRS private-foundation payout rules, Beatrice E Neff Trust Under Will FBO reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Beatrice E Neff Trust Under Will FBO's only listed officer is Essex Bank, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Essex Bank
Trustee
New on the 2025 filing
1 hr/week
$6K (2025)
Former officers (1)
- Former: Essex Savings Bank (2021–2024) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 Essex Bank (Trustee).
Frequently asked questions about Beatrice E Neff Trust Under Will FBO
How much does Beatrice E Neff Trust Under Will FBO give each year?
Beatrice E Neff Trust Under Will FBO gave $42K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $39K across 2 grants.
How large is Beatrice E Neff Trust Under Will FBO?
Beatrice E Neff Trust Under Will FBO reported $535K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
Where does Beatrice E Neff Trust Under Will FBO operate?
Beatrice E Neff Trust Under Will FBO has awarded grants in Connecticut.
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 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2021–2024
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