Foote-whitney Memorial Fund Tr Uw

NORWICH, NY EIN: 16-6367809

Foote-whitney Memorial Fund Tr Uw is a private foundation, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $671K in total assets. In 2024, it awarded 4 grants totaling $35K. Net investment income was $31K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$671K

-0.9% YoY

Annual Giving

$35K

-5.9% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$9K

-5.9% YoY

Under IRS private-foundation payout rules, Foote-whitney Memorial Fund Tr Uw reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.

About Foote-whitney Memorial Fund Tr Uw

Based on IRS filings

Foote-whitney Memorial Fund Tr Uw is a private foundation, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $671K in total assets. In 2024, it awarded 4 grants totaling $35K. Net investment income was $31K.

Ready to take the next step with Foote-whitney Memorial Fund Tr Uw?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BethlehemElmiraSherburne

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$16K$32K$48K$64K20202021202220232024
Metric202420232022
Total Assets$671,096$676,860$697,037
Revenue$40,302$27,288$22,210
Expenses$45,914$47,445$53,371
Qualifying Distributions$36,867$39,033$43,250
Net Investment Income$31,498$18,573$13,307
Distributable Amount$36,792$35,112$37,312

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$21K$31K$41K4 grants20204 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

UNITED CHURCH OF CHRIST$35KELMIRA COLLEGE$100LEHIGH UNIVERSITY$100SHERBURNE QUARTER CEMETERY$50

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include United Church of Christ ($34,862), Elmira College ($100), Lehigh University ($100).

RecipientPurposeAmount
UNITED CHURCH OF CHRIST SHERBURNE, NYGENERAL OPERATING$34,862
SHERBURNE QUARTER CEMETERY SHERBURNE, NYGENERAL OPERATING$50
ELMIRA COLLEGE ELMIRA, NYGENERAL OPERATING$100
LEHIGH UNIVERSITY BETHLEHEM, PAGENREAL OPERATING$100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NBT BANK NATRUSTEE$9K

From 2024 filing

NameTitleHoursCompensation
NBT BANK NATRUSTEE1$9,249

Frequently Asked Questions

How large is Foote-whitney Memorial Fund Tr Uw?

As of 2024, Foote-whitney Memorial Fund Tr Uw holds $671K in total assets with $40K in annual revenue. It awarded 4 grants totaling $35K in 2024.

Where does Foote-whitney Memorial Fund Tr Uw operate?

Foote-whitney Memorial Fund Tr Uw has awarded grants in New York, Pennsylvania.

What size grants does Foote-whitney Memorial Fund Tr Uw award?

In 2024, Foote-whitney Memorial Fund Tr Uw awarded 4 grants totaling $35K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Foote-whitney Memorial Fund Tr Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Foote-whitney Memorial Fund Tr Uw reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Foote-whitney Memorial Fund Tr Uw's EIN?

Foote-whitney Memorial Fund Tr Uw's EIN (Employer Identification Number) is 16-6367809. IRS Form 990 filing data is available on this page for 2020–2024.

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

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