Bertha Joslyn Trust Uw 410005011

MANCHESTER, NH EIN: 03-6018481

Bertha Joslyn Trust Uw 410005011 is a private foundation, based in MANCHESTER, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $116K in total assets. In 2024, it awarded 2 grants totaling $9K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$116K

-3.2% YoY

Annual Giving

$9K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+0.0% YoY

Under IRS private-foundation payout rules, Bertha Joslyn Trust Uw 410005011 reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About Bertha Joslyn Trust Uw 410005011

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Vermont $44K (100%)

States

Vermont

Cities

Waterbury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$116,272	$120,072	$140,368
Revenue	$7,113	$-9,284	$7,433
Expenses	$10,948	$11,012	$11,196
Qualifying Distributions	$8,818	$8,818	$8,818
Net Investment Income	$5,002	$1,346	$5,154
Distributable Amount	$6,281	$6,160	$6,581

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

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Waterbury Public Library ($4,409), Waterbury Congregational Church ($4,409).

Recipient	Purpose	Amount
WATERBURY PUBLIC LIBRARY WATERBURY, VT	OPERATIONAL	$4,409
WATERBURY CONGREGATIONAL CHURCH WATERBURY, VT	OPERATIONAL	$4,409

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 Bertha Joslyn Trust Uw 410005011?

As of 2024, Bertha Joslyn Trust Uw 410005011 holds $116K in total assets with $7K in annual revenue. It awarded 2 grants totaling $9K in 2024.

Where does Bertha Joslyn Trust Uw 410005011 operate?

Bertha Joslyn Trust Uw 410005011 has awarded grants in Vermont.

What size grants does Bertha Joslyn Trust Uw 410005011 award?

In 2024, Bertha Joslyn Trust Uw 410005011 awarded 2 grants totaling $9K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Bertha Joslyn Trust Uw 410005011 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bertha Joslyn Trust Uw 410005011 reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bertha Joslyn Trust Uw 410005011's EIN?

Bertha Joslyn Trust Uw 410005011's EIN (Employer Identification Number) is 03-6018481. IRS Form 990 filing data is available on this page for 2020–2024.