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 2021 through 2024. As of 2024, the organization holds $191K in total assets. In 2024, it awarded 9 grants totaling $15K. Net investment income was $16K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$191K
+4.2% YoY
Annual Giving
$15K
+66.7% YoY
Grant Count
9
+28.6% YoY
Avg Grant Size
$2K
+29.6% YoY
Under IRS private-foundation payout rules, Essex Veterans of World War Ii Charitable Tru reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
About Essex Veterans of World War Ii Charitable Tru
Based on IRS filings
Essex Veterans of World War Ii Charitable Tru is a private foundation, based in BOSTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $191K in total assets. In 2024, it awarded 9 grants totaling $15K. Net investment income was $16K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $190,765 | $183,092 | $168,581 |
| Revenue | $18,816 | $33,089 | $17,498 |
| Expenses | $21,206 | $14,508 | $19,030 |
| Qualifying Distributions | $17,801 | $11,660 | $16,214 |
| Net Investment Income | $16,050 | $30,463 | $14,818 |
| Distributable Amount | $14,034 | $12,240 | $12,726 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of New Hampshire ($2,000), Quinnipiac University ($2,000), Trinity College ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| University of New Hampshire Durham, NH | SCHOLARSHIP | $2,000 |
| Merrimack College North Andover, MA | SCHOLARSHIP | $1,250 |
| Stonehill College North Easton, MA | SCHOLARSHIP | $1,500 |
| Suffolk University BOSTON, MA | SCHOLARSHIP | $1,500 |
| Curry College Milton, MA | SCHOLARSHIP | $1,500 |
| Quinnipiac University Hamden, CT | SCHOLARSHIP | $2,000 |
| Trinity College Hartford, CT | SCHOLARSHIP | $2,000 |
| High Point University High Point, NC | SCHOLARSHIP | $2,000 |
| University of Colorado - Boulder Boulder, CO | SCHOLARSHIP | $1,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EASTERN BANK | TRUSTEE | 1 | $692 |
Frequently Asked Questions
How large is Essex Veterans of World War Ii Charitable Tru?
As of 2024, Essex Veterans of World War Ii Charitable Tru holds $191K in total assets with $19K in annual revenue. It awarded 9 grants totaling $15K in 2024.
Where does Essex Veterans of World War Ii Charitable Tru operate?
Essex Veterans of World War Ii Charitable Tru has awarded grants in Colorado, Connecticut, Iowa, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Vermont.
What size grants does Essex Veterans of World War Ii Charitable Tru award?
In 2024, Essex Veterans of World War Ii Charitable Tru awarded 9 grants totaling $15K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Essex Veterans of World War Ii Charitable Tru required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Essex Veterans of World War Ii Charitable Tru reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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