Essex Veterans of World War II Charitable Tru
Essex Veterans of World War II Charitable Tru is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $200K in total assets. In 2025, it awarded 9 grants totaling $9K. Net investment income was $23K.
Essex Veterans of World War II Charitable Tru at a glance
In short: Essex Veterans of World War II Charitable Tru gave $9K across 9 grants in 2025 (avg $1K), top state Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,400
- -37.3% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $1,044
- -37.3% vs 2024
- Median grant
- $500
- Total assets
- $200,003
- +4.8% vs 2024
- Primary geography
- Massachusetts (36% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Essex Veterans of World War II Charitable Tru funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Endicott College ($3K). Together the top 9 received $9K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 47 grants of 47 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Essex Veterans of World War II Charitable Tru gives
- Giving fell 30% from 2022 to 2025. Method
- In 2025 it paid out 70% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $9K (2023) to $15K (2024). In 2025 it made 9 grants totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Endicott College Beverly, MA | Scholarship | $3,400 |
| Coastal Carolina University Conway, SC | Scholarship | $1,500 |
| College of Charleston Charleston, SC | Scholarship | $1,500 |
| Rutgers University New Brunswick, NJ | Scholarship | $500 |
| Ithaca College Ithaca, NY | Scholarship | $500 |
| Fairfield University Fairfield, CT | Scholarship | $500 |
| American University Washington, DC | Scholarship | $500 |
| University of Maine Orono, ME | Scholarship | $500 |
| University of Tampa Tampa, FL | Scholarship | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $200,003 | $26,346 | $15,380 | $9,400 | 9 | $10,227 | $23,385 | $14,606 |
| 2024 | $190,765 | $18,816 | $21,206 | $15,000 | 9 | $17,801 | $16,050 | $14,034 |
| 2023 | $183,092 | $33,089 | $14,508 | $9,000 | 7 | $11,660 | $30,463 | $12,240 |
| 2022 | $168,581 | $17,498 | $19,030 | $13,500 | 7 | $16,214 | $14,818 | $12,726 |
| 2021 | $170,074 | $16,536 | $18,328 | $12,000 | 15 | $14,939 | $13,623 | $14,177 |
| 2020 | $171,101 | $19,839 | $15,107 | $10,000 | 10 | — | $17,312 | $12,260 |
Under IRS private-foundation payout rules, Essex Veterans of World War II Charitable Tru reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Essex Veterans of World War II Charitable Tru's only listed officer is Eastern Bank Trustee, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Eastern Bank Trustee
Trustee
On filings since 2020
1 hr/week
$639 (2020) → $754 (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $754, to Eastern Bank (Trustee).
Frequently asked questions about Essex Veterans of World War II Charitable Tru
How much does Essex Veterans of World War II Charitable Tru give each year?
Essex Veterans of World War II Charitable Tru gave $9K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 9 grants.
What is Essex Veterans of World War II Charitable Tru's typical grant size?
Essex Veterans of World War II Charitable Tru's median grant in 2025 was $500, and its average grant was $1,044, across 9 grants on its 2025 IRS Form 990-PF.
Where does Essex Veterans of World War II Charitable Tru give grants?
Essex Veterans of World War II Charitable Tru's top state is Massachusetts, with 36% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were South Carolina (32%) and New Jersey (5%).
Does Essex Veterans of World War II Charitable Tru give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Essex Veterans of World War II Charitable Tru's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (9 grants).
Who are Essex Veterans of World War II Charitable Tru's largest grantees?
Essex Veterans of World War II Charitable Tru's largest 2025 grantees include Endicott College ($3,400), Coastal Carolina University ($1,500) and College of Charleston ($1,500), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.
How large is Essex Veterans of World War II Charitable Tru?
Essex Veterans of World War II Charitable Tru reported $200K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Essex Veterans of World War II Charitable Tru's EIN?
Essex Veterans of World War II Charitable Tru's EIN (Employer Identification Number) is 04-6697373. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
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