Foote-Whitney Memorial Fund Tr Uw

Foundation · Grantmaker 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.

Key facts about Foote-Whitney Memorial Fund Tr Uw

EIN
16-6367809
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$35,112
Grants made (2024)
4
Average grant
$8,778
Median grant
$100
Total assets
$671,096
Primary geography
New York (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

Who Foote-Whitney Memorial Fund Tr Uw funds

By grant dollars, the top recipient states for Foote-Whitney Memorial Fund Tr Uw's 4 itemized 2024 grants were New York (100%). The most frequent recipient cities were Sherburne, NY (2 grants). 100% of grants with a stated purpose were for general or operating support.

How Foote-Whitney Memorial Fund Tr Uw gives

  • Giving held roughly steady from 2021 to 2024 (−6%). Method
  • In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Foote-Whitney Memorial Fund Tr Uw

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 4 itemized 2024 grant dollars.

Cities

SherburneBethlehemElmira

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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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: $35KUnited Church of Christ$35KElmira College: $100Elmira College$100Lehigh University: $100Lehigh University$100Sherburne Quarter Cemetery: $50Sherburne 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 recipients include United Church of Christ ($34,862), Elmira College ($100), Lehigh University ($100).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NBT Bank NA — Trustee: $9KNBT Bank NATrustee$9K

From 2024 IRS 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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