Ellen M Willard Trust

BRATTLEBORO, VT EIN: 03-6005923

Ellen M Willard Trust is a private foundation, based in BRATTLEBORO, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $465K in total assets. In 2024, it made $600 in qualifying distributions. Net investment income was $29K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$465K

+6.0% YoY

Revenue

$35K

+325.9% YoY

Qualifying Distributions

$600

-94.0% YoY

Expenses

$9K

-52.5% YoY

Under IRS private-foundation payout rules, Ellen M Willard Trust reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About Ellen M Willard Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Vermont $97K (100%)

States

Vermont

Cities

Brattleboro

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$465,292	$439,075	$449,766
Revenue	$34,502	$8,101	$24,275
Expenses	$9,067	$19,089	$38,194
Qualifying Distributions	$600	$9,975	$21,250
Net Investment Income	$28,602	$5,633	$9,547
Distributable Amount	$25,221	$23,193	$23,917

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

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

Name	Title	Hours	Compensation
AMELIA DARROW	Trustee	1	—
JEANNETTE WHITE	Trustee	1	$300
REBECCA DAY	Trustee	1	$300

Frequently Asked Questions

How large is Ellen M Willard Trust?

As of 2024, Ellen M Willard Trust holds $465K in total assets with $35K in annual revenue.

Where does Ellen M Willard Trust operate?

Ellen M Willard Trust has awarded grants in Vermont.

How much is Ellen M Willard Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ellen M Willard Trust reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.