Carrie L Lummus Tr Uw
Carrie L Lummus Tr Uw is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $257K in total assets. In 2024, it awarded 1 grant totaling $857. Net investment income was $13K.
Key facts about Carrie L Lummus Tr Uw
- EIN
- 04-6016036
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $857
- Grants made (2024)
- 1
- Average grant
- $857
- Median grant
- $857
- Total assets
- $256,757
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Carrie L Lummus Tr Uw gives
- Giving fell 93% from 2021 to 2024. Method
- In 2024 it paid out 25% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Carrie L Lummus Tr Uw
- How to evaluate Carrie L Lummus Tr Uw as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$257K
+4.9% YoY
Annual Giving
$857
-93.5% YoY
Grant Count
1
-75.0% YoY
Avg Grant Size
$857
-73.9% YoY
Under IRS private-foundation payout rules, Carrie L Lummus Tr Uw reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About Carrie L Lummus Tr Uw
Based on IRS filings
Carrie L Lummus Tr Uw is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $257K in total assets. In 2024, it awarded 1 grant totaling $857. Net investment income was $13K.
Ready to take the next step with Carrie L Lummus Tr Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $256,757 | $244,699 | $237,336 |
| Revenue | $16,083 | $26,933 | $26,300 |
| Expenses | $7,210 | $19,392 | $20,609 |
| Qualifying Distributions | $4,122 | $16,172 | $17,362 |
| Net Investment Income | $12,996 | $24,048 | $23,319 |
| Distributable Amount | $16,236 | $13,887 | $14,068 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Girdler House Inc ($857).
| Recipient | Purpose | Amount |
|---|---|---|
| Girdler House Inc Beverly, MA | CHARITABLE | $857 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Eastern Bank Trustee | Trustee | 2 | $797 |
Frequently Asked Questions
How large is Carrie L Lummus Tr Uw?
As of 2024, Carrie L Lummus Tr Uw holds $257K in total assets with $16K in annual revenue. It awarded 1 grant totaling $857 in 2024.
Where does Carrie L Lummus Tr Uw operate?
Carrie L Lummus Tr Uw has awarded grants in Massachusetts.
What size grants does Carrie L Lummus Tr Uw award?
In 2024, Carrie L Lummus Tr Uw awarded 1 grant totaling $857 — an average of about $857 per grant, based on its IRS Form 990 filings.
How much is Carrie L Lummus Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carrie L Lummus Tr Uw reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Carrie L Lummus Tr Uw's EIN?
Carrie L Lummus Tr Uw's EIN (Employer Identification Number) is 04-6016036. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.