Bertha Joslyn Trust Uw 410005011

Private foundation · Grantmaker Manchester, NH EIN: 03-6018481

Bertha Joslyn Trust Uw 410005011 is a private foundation, based in Manchester, NH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $114K in total assets. In 2025, it awarded 2 grants totaling $9K. Net investment income was $6K.

Bertha Joslyn Trust Uw 410005011 at a glance

In short: Bertha Joslyn Trust Uw 410005011 gave $9K across 2 grants in 2025 (avg $4K), mostly in Vermont. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$8,818
+0.0% vs 2024
Grants made (2025)
2
+0.0% vs 2024
Average grant
$4,409
+0.0% vs 2024
Median grant
$4,409
Total assets
$113,748
-2.2% vs 2024
Primary geography
Vermont (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 Bertha Joslyn Trust Uw 410005011 funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Waterbury Public Library: $4KWaterbury Public Library$4KWaterbury Congregational Church: $4KWaterbury CongregationalChurch$4K

The largest 2025 recipient was Waterbury Public Library ($4K). Together the top 2 received $9K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Waterbury

How Bertha Joslyn Trust Uw 410005011 gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 140% 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

$0$2.5K$5K$7.5K$10K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $9K (2019) to $9K (2025). In 2025 it made 2 grants totaling $9K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Waterbury Public Library Waterbury, VTOperational$4,409
Waterbury Congregational Church Waterbury, VTOperational$4,409
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$113,748$8,413$10,937$8,8182$8,818$6,364$6,307
2024$116,272$7,113$10,948$8,8182$8,818$5,002$6,281
2023$120,072$-9,284$11,012$8,8182$8,818$1,346$6,160
2022$140,368$7,433$11,196$8,8182$8,818$5,154$6,581
2021$144,125$9,543$11,301$8,8182$8,818$7,121$7,711
2020$145,882$6,824$11,277$8,8182—$4,366$7,368
2019$150,364$5,974$11,471$8,8182—$3,349$7,472

Under IRS private-foundation payout rules, Bertha Joslyn Trust Uw 410005011 reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Bertha Joslyn Trust Uw 410005011's only listed officer is TD Bank NA, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • TD Bank NA

    Trustee

    On filings since 2019

    1 hr/week

    $2K (2019) → $1K (2025)

Data from IRS Form 990 filings, 2019–2025. "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

TD Bank NA — Trustee: $1KTD Bank NATrustee$1K

The highest reported compensation on the 2025 filing was $1K, to TD Bank NA (Trustee).

Frequently asked questions about Bertha Joslyn Trust Uw 410005011

How much does Bertha Joslyn Trust Uw 410005011 give each year?

Bertha Joslyn Trust Uw 410005011 gave $9K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 2 grants.

How large is Bertha Joslyn Trust Uw 410005011?

Bertha Joslyn Trust Uw 410005011 reported $114K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).

Where does Bertha Joslyn Trust Uw 410005011 operate?

Bertha Joslyn Trust Uw 410005011 has awarded grants in Vermont.

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 2019–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Bertha Joslyn Trust Uw 410005011's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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