D Blakely Hoar Trust Uwill

BOSTON, MA EIN: 04-6012203

D Blakely Hoar Trust Uwill is a private foundation, based in BOSTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $723K in total assets. In 2024, it made $7K in qualifying distributions. Net investment income was $1K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$723K

-3.8% YoY

Revenue

$60K

-47.8% YoY

Qualifying Distributions

$7K

-93.1% YoY

Expenses

$65K

-50.7% YoY

Under IRS private-foundation payout rules, D Blakely Hoar Trust Uwill reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

About D Blakely Hoar Trust Uwill

Based on IRS filings

D Blakely Hoar Trust Uwill is a private foundation, based in BOSTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $723K in total assets. In 2024, it made $7K in qualifying distributions. Net investment income was $1K.

Ready to take the next step with D Blakely Hoar Trust Uwill?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BrooklineNeedham

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$39K$78K$118K$157K2021202220232024
Metric202420232022
Total Assets$723,479$751,908$770,429
Revenue$59,525$113,982$142,465
Expenses$65,250$132,464$36,107
Qualifying Distributions$6,633$96,257$4,003
Net Investment Income$1,249$80,933$110,361
Distributable Amount$23,943$20,978$16,840

Giving Over Time

Total grant dollars and number of grants per year

$0$23K$46K$69K$92K4 grants20210 grants20224 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
THOMAS P JALKUTTRUSTEE
JULIA SATTI COSENTINOTRUSTEE

Frequently Asked Questions

How large is D Blakely Hoar Trust Uwill?

As of 2024, D Blakely Hoar Trust Uwill holds $723K in total assets with $60K in annual revenue.

Where does D Blakely Hoar Trust Uwill operate?

D Blakely Hoar Trust Uwill has awarded grants in Massachusetts.

How much is D Blakely Hoar Trust Uwill required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, D Blakely Hoar Trust Uwill reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is D Blakely Hoar Trust Uwill's EIN?

D Blakely Hoar Trust Uwill's EIN (Employer Identification Number) is 04-6012203. IRS Form 990 filing data is available on this page for 2021–2024.

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

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