Birtwistle Leonard Irrevocable Trust

PLYMOUTH, MA EIN: 20-6080933

Birtwistle Leonard Irrevocable Trust is a private foundation, based in PLYMOUTH, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $405K in total assets. In 2024, it awarded 1 grants totaling $23K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$405K

-4.0% YoY

Annual Giving

$23K

-40.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$23K

-40.7% YoY

Under IRS private-foundation payout rules, Birtwistle Leonard Irrevocable Trust reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About Birtwistle Leonard Irrevocable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $73K (100%)

States

Massachusetts

Cities

Fairhaven

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$405,322	$422,319	$453,117
Revenue	$20,659	$13,807	$17,465
Expenses	$37,356	$46,084	$16,718
Qualifying Distributions	$28,300	$40,838	$12,270
Net Investment Income	$10,631	$10,488	$7,407
Distributable Amount	$25,284	$25,208	$26,212

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include SouthCoast Hospital Group ($22,538).

Recipient	Purpose	Amount
SouthCoast Hospital Group Fairhaven, MA	CHARITABLE	$22,538

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 Birtwistle Leonard Irrevocable Trust?

As of 2024, Birtwistle Leonard Irrevocable Trust holds $405K in total assets with $21K in annual revenue. It awarded 1 grants totaling $23K in 2024.

Where does Birtwistle Leonard Irrevocable Trust operate?

Birtwistle Leonard Irrevocable Trust has awarded grants in Massachusetts.

What size grants does Birtwistle Leonard Irrevocable Trust award?

In 2024, Birtwistle Leonard Irrevocable Trust awarded 1 grants totaling $23K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Birtwistle Leonard Irrevocable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Birtwistle Leonard Irrevocable Trust reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2024.