Birtwistle Leonard Irrevocable Trust
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
1
+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
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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