Colonel James R Truden Tr Ui

HANOVER, MA EIN: 04-6428375

Colonel James R Truden Tr Ui is a private foundation, based in HANOVER, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $38K in total assets. In 2025, it awarded 1 grants totaling $2K. Net investment income was $3K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$38K

+2.3% YoY

Annual Giving

$2K

+33.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$2K

+33.3% YoY

Under IRS private-foundation payout rules, Colonel James R Truden Tr Ui reported a distributable amount of $2K for 2025 — the minimum it must pay out in qualifying distributions.

About Colonel James R Truden Tr Ui

Based on IRS filings

Colonel James R Truden Tr Ui is a private foundation, based in HANOVER, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $38K in total assets. In 2025, it awarded 1 grants totaling $2K. Net investment income was $3K.

Ready to take the next step with Colonel James R Truden Tr Ui?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Duxbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1K$3K$4K$5K20212022202320242025
Metric202520242023
Total Assets$38,273$37,397$39,334
Revenue$3,726$482$4,083
Expenses$2,862$2,425$2,641
Qualifying Distributions$2,224$1,802$1,998
Net Investment Income$3,094$553$3,479
Distributable Amount$2,162$2,086$1,985

Giving Over Time

Total grant dollars and number of grants per year

$0$700$1K$2K$3K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Duxbury High Seniors$2K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Duxbury High Seniors ($1,600).

RecipientPurposeAmount
Duxbury High Seniors Duxbury, MASCHOLARSHIP AWARD$1,600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Rockland Trust CompanyTrustee$1K

From 2025 filing

NameTitleHoursCompensation
Rockland Trust CompanyTrustee1$1,248

Frequently Asked Questions

How large is Colonel James R Truden Tr Ui?

As of 2025, Colonel James R Truden Tr Ui holds $38K in total assets with $4K in annual revenue. It awarded 1 grants totaling $2K in 2025.

Where does Colonel James R Truden Tr Ui operate?

Colonel James R Truden Tr Ui has awarded grants in Massachusetts.

What size grants does Colonel James R Truden Tr Ui award?

In 2025, Colonel James R Truden Tr Ui awarded 1 grants totaling $2K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Colonel James R Truden Tr Ui required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Colonel James R Truden Tr Ui reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Colonel James R Truden Tr Ui's EIN?

Colonel James R Truden Tr Ui's EIN (Employer Identification Number) is 04-6428375. IRS Form 990 filing data is available on this page for 2021–2025.

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

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