Birtwistle Leonard Irrevocable Trust
Birtwistle Leonard Irrevocable Trust is a private foundation, based in Plymouth, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $392K in total assets. In 2025, it awarded 1 grant totaling $34K. Net investment income was $24K.
Birtwistle Leonard Irrevocable Trust at a glance
In short: Birtwistle Leonard Irrevocable Trust gave $34K across 1 grant in 2025 (avg $34K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $34,498
- +53.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $34,498
- +53.1% vs 2024
- Median grant
- $34,498
- Total assets
- $391,644
- -3.4% vs 2024
- Primary geography
- Massachusetts (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 Birtwistle Leonard Irrevocable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was SouthCoast Hospital Group ($34K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Birtwistle Leonard Irrevocable Trust gives
- Giving grew 267% from 2022 to 2025. Method
- In 2025 it paid out 147% 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 $3K (2021) to $38K (2023). In 2025 it made 1 grant totaling $34K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SouthCoast Hospital Group Fairhaven, MA | Charitable | $34,498 |
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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 | $391,644 | $29,382 | $42,886 | $34,498 | 1 | $37,680 | $24,276 | $25,613 |
| 2024 | $405,322 | $20,659 | $37,356 | $22,538 | 1 | $28,300 | $10,631 | $25,284 |
| 2023 | $422,319 | $13,807 | $46,084 | $38,020 | 1 | $40,838 | $10,488 | $25,208 |
| 2022 | $453,117 | $17,465 | $16,718 | $9,395 | 1 | $12,270 | $7,407 | $26,212 |
| 2021 | $454,417 | $12,209 | $7,940 | $3,452 | 1 | $5,232 | $9,295 | $15,892 |
Under IRS private-foundation payout rules, Birtwistle Leonard Irrevocable Trust reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Birtwistle Leonard Irrevocable Trust's only listed officer is Plimoth Investment Advisors, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Plimoth Investment Advisors
Trustee
On filings since 2021
1 hr/week
$4K (2021) → $7K (2025)
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 $7K, to Plimoth Investment Advisors (Trustee).
Frequently asked questions about Birtwistle Leonard Irrevocable Trust
How much does Birtwistle Leonard Irrevocable Trust give each year?
Birtwistle Leonard Irrevocable Trust gave $34K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 1 grant.
How large is Birtwistle Leonard Irrevocable Trust?
Birtwistle Leonard Irrevocable Trust reported $392K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
Where does Birtwistle Leonard Irrevocable Trust operate?
Birtwistle Leonard Irrevocable Trust has awarded grants in Massachusetts.
What is Birtwistle Leonard Irrevocable Trust's EIN?
Birtwistle Leonard Irrevocable Trust's EIN (Employer Identification Number) is 20-6080933. 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 8, 2026)
- IRS filings on file for fiscal years 2021–2024
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