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 2025. As of 2025, the organization holds $243K in total assets. In 2025, it awarded 4 grants totaling $43K. Net investment income was $33K.
Carrie L Lummus Tr Uw at a glance
In short: Carrie L Lummus Tr Uw gave $43K across 4 grants in 2025 (avg $11K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $42,804
- +4894.6% vs 2024
- Grants made (2025)
- 4
- +300.0% vs 2024
- Average grant
- $10,701
- +1148.7% vs 2024
- Median grant
- $10,701
- Total assets
- $243,182
- -5.3% 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 September 2026.
Who Carrie L Lummus Tr Uw funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Second Congregational Church of ($11K). Together the top 4 received $43K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 18 grants of 18 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Carrie L Lummus Tr Uw gives
- Giving grew 200% from 2022 to 2025. Method
- In 2025 it paid out 274% 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 2020 to 2025, annual grant giving ranged from $857 (2024) to $43K (2025). In 2025 it made 4 grants totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Second Congregational Church of Beverly, MA | Charitable | $10,701 |
| Girdler House Inc Beverly, MA | Charitable | $10,701 |
| YMCA of the North Shore Beverly, MA | Charitable | $10,701 |
| Northeast Hospital Corporation DBA Beverly, MA | Charitable | $10,701 |
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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 | $243,182 | $36,146 | $49,614 | $42,804 | 4 | $43,671 | $32,942 | $15,946 |
| 2024 | $256,757 | $16,083 | $7,210 | $857 | 1 | $4,122 | $12,996 | $16,236 |
| 2023 | $244,699 | $26,933 | $19,392 | $13,119 | 4 | $16,172 | $24,048 | $13,887 |
| 2022 | $237,336 | $26,300 | $20,609 | $14,269 | 4 | $17,362 | $23,319 | $14,068 |
| 2021 | $231,034 | $25,629 | $19,576 | $12,127 | 5 | $15,914 | $22,402 | $15,851 |
| 2020 | $224,973 | $24,348 | $17,077 | $8,944 | 4 | — | $21,443 | $13,723 |
Under IRS private-foundation payout rules, Carrie L Lummus Tr Uw reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carrie L Lummus Tr Uw's only listed officer is Eastern Bank Trustee, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Eastern Bank Trustee
Trustee
On filings since 2020
2 hrs/week
$717 (2020) → $835 (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $835, to Eastern Bank Trustee (Trustee).
Frequently asked questions about Carrie L Lummus Tr Uw
How much does Carrie L Lummus Tr Uw give each year?
Carrie L Lummus Tr Uw gave $43K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $857 across 1 grant.
What is Carrie L Lummus Tr Uw's typical grant size?
Carrie L Lummus Tr Uw's median grant in 2025 was $10,701, and its average grant was $10,701, across 4 grants on its 2025 IRS Form 990-PF.
Where does Carrie L Lummus Tr Uw give grants?
Carrie L Lummus Tr Uw gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Beverly, MA (4 grants).
Does Carrie L Lummus Tr Uw give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Carrie L Lummus Tr Uw's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (4 grants).
How large is Carrie L Lummus Tr Uw?
Carrie L Lummus Tr Uw reported $243K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 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 5, 2026)
- IRS filings on file for fiscal years 2020–2024
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