Cope Catherine P Trust Uw
Cope Catherine P Trust Uw is a private foundation, based in Derry, NH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $221K in total assets. In 2025, it awarded 6 grants totaling $14K. Net investment income was $14K.
Key facts about Cope Catherine P Trust Uw
In short: Cope Catherine P Trust Uw gave $14K across 6 grants in 2025 (avg $2K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 06-6072480
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $14,123
- Grants made (2025)
- 6
- Average grant
- $2,354
- Median grant
- $100
- Total assets
- $221,385
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$221K
+0.4% YoY
Annual Giving
$14K
+8.7% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$2K
+8.7% YoY
Under IRS private-foundation payout rules, Cope Catherine P Trust Uw reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
How Cope Catherine P Trust Uw gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 6 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $12K (2023) to $15K (2022). In 2025 it made 6 grants totaling $14K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was United Methodist Church of Enfield ($14K). Together the top 6 received $14K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Methodist Church of Enfield Enfield, CT | General Use | $13,523 |
| Womens Club of Endfield Enfield, CT | General Use | $200 |
| Ionic Chap #100 Eastern Star Enfield, CT | .General Use | $100 |
| Enfield Cemetary Assoc Enfield, CT | General Use | $100 |
| Dar P T Abbe Chap Enfield, CT | General Use | $100 |
| Masonic Building Assoc Suffield, CT | Genaral Use | $100 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $221,385 | $220,599 | $220,621 |
| Revenue | $14,348 | $5,219 | $4,819 |
| Expenses | $14,323 | $13,265 | $12,048 |
| Qualifying Distributions | $14,123 | $12,991 | $11,813 |
| Net Investment Income | $14,148 | $12,121 | $8,250 |
| Distributable Amount | $13,949 | $13,021 | $12,101 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 28, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 17, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 22, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 24, 2024)
Frequently asked questions about Cope Catherine P Trust Uw
How much does Cope Catherine P Trust Uw give each year?
Cope Catherine P Trust Uw gave $14K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 6 grants.
What is Cope Catherine P Trust Uw's typical grant size?
Cope Catherine P Trust Uw's median grant in 2025 was $100, and its average grant was $2,354, across 6 grants on its 2025 IRS Form 990-PF.
Where does Cope Catherine P Trust Uw give grants?
Cope Catherine P Trust Uw gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Enfield, CT (5 grants).
Does Cope Catherine P Trust Uw give general operating support?
Yes: 83% of Cope Catherine P Trust Uw's 2025 grants with a stated purpose (5 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Cope Catherine P Trust Uw's largest grantees?
Cope Catherine P Trust Uw's largest 2025 grantees include United Methodist Church of Enfield ($13,523), Womens Club of Endfield ($200) and Ionic Chap #100 Eastern Star ($100), according to its 2025 IRS Form 990-PF. Together they received 98% of its itemized 2025 grant dollars.
How large is Cope Catherine P Trust Uw?
Cope Catherine P Trust Uw reported $221K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
What is Cope Catherine P Trust Uw's EIN?
Cope Catherine P Trust Uw's EIN (Employer Identification Number) is 06-6072480. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Cope Catherine P Trust Uw by hand.
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