Bessie C Durfee Estate Trust

VERNON ROCKCVILLE, CT EIN: 06-6027961

Bessie C Durfee Estate Trust is a private foundation, based in VERNON ROCKCVILLE, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $282K in total assets. In 2024, it awarded 11 grants totaling $19K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$282K

+38.9% YoY

Annual Giving

$19K

+93.9% YoY

Grant Count

11

+1000.0% YoY

Avg Grant Size

$2K

-82.4% YoY

Under IRS private-foundation payout rules, Bessie C Durfee Estate Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Bessie C Durfee Estate Trust

Based on IRS filings

Bessie C Durfee Estate Trust is a private foundation, based in VERNON ROCKCVILLE, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $282K in total assets. In 2024, it awarded 11 grants totaling $19K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

HamdenRockvilleTollandVernonVernon Rockvl

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$31K$46K$62K2021202220232024
Metric202420232022
Total Assets$281,815$202,829$224,824
Revenue$7,126$-4,161$45,446
Expenses$26,156$20,554$13,929
Qualifying Distributions$55,975$17,458$11,124
Net Investment Income$2,451$42,648
Distributable Amount$13,983$10,812$12,259

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$9K$14K$19K1 grants20211 grants20221 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Brianna Minor$7KThe Rock$3KRacing for Jesus Ministr…$2KThe Rock$2KRachel Crane$2KTerri Greenier$1KCornerstone Foundation$1KRockville Football Boost…$1KVernon Community Network$500Special Olympics Connect…$500

Grant Size Distribution

14 grants across all recorded years

14<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Brianna Minor ($7,152), The Rock ($2,500), Racing for Jesus Ministries ($1,860).

RecipientPurposeAmount
Terri Greenier Vernon, CTTo aid a family with several children with disabilities who are both adopted and under foster care.$1,102
Racing for Jesus Ministries Tolland, CTTo provide funds to cover special care items for one full year for special needs children under the care of The Lambs Way an organization providing long-term care.$1,860
Cornerstone Foundation Rockville, CTThis was a one-time gift to a community shelter to provide funds to aide homeless families with children staying at their shelter.$1,000
The Rock Rockville, CTThe gift was to help The Rock repair its van. The Rock is committed to providing compassionate care to children and families living in Rockville CT.$2,500
The Rock Rockville, CTThis gift was to help repair the vehicle of a family living in Rockville CT within the caring community of the The Rock.$1,500
Brianna Minor Vernon, CTTo purchase a specialized motorized wheelchair for a teenage girl with severe disabilities due to Retts Syndrome.$7,152
Vernon Community Network Rockville, CTA gift to Circle of Moms an group within the Vernon Community Network which aides needy moms in Rockville CT to provide better care to their children.$500
Special Olympics Connecticut Hamden, CTTo provide funds to the Vernon Chapter of Special Olympics Connecticut to aide their program here in our local community.$500
Rockville High School Vernon, CTTo provide for a cap & gown rental for a needy student at Rockville High School.$45
Rachel Crane Vernon, CTTo cover the cost of counseling services with Rachel Kulesza a LPCA certified therapist. The counseling was for severe depression and related issues.$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Lisa PerryTrustee1
Emile R DupereTrustee2
Christian CuthbertTrustee1

Frequently Asked Questions

How large is Bessie C Durfee Estate Trust?

As of 2024, Bessie C Durfee Estate Trust holds $282K in total assets with $7K in annual revenue. It awarded 11 grants totaling $19K in 2024.

Where does Bessie C Durfee Estate Trust operate?

Bessie C Durfee Estate Trust has awarded grants in Connecticut.

What size grants does Bessie C Durfee Estate Trust award?

In 2024, Bessie C Durfee Estate Trust awarded 11 grants totaling $19K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Bessie C Durfee Estate Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bessie C Durfee Estate Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bessie C Durfee Estate Trust's EIN?

Bessie C Durfee Estate Trust's EIN (Employer Identification Number) is 06-6027961. IRS Form 990 filing data is available on this page for 2021–2024.

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

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