Carrie L Lummus Tr Uw

BOSTON, MA EIN: 04-6016036

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 grants totaling $857. Net investment income was $13K.

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

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 grants totaling $857. Net investment income was $13K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Beverly

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$15K$22K$30K20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$7K$11K$14K4 grants20205 grants20214 grants20224 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Girdler House Inc$857

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

EASTERN BANK TRUSTEETRUSTEE$797

From 2024 filing

NameTitleHoursCompensation
EASTERN BANK TRUSTEETRUSTEE2$797

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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