Foster Butterfield Tr FBO First Universalist

Private foundation · Grantmaker Newport, VT EIN: 03-6066086

Foster Butterfield Tr FBO First Universalist is a private foundation, based in Newport, VT. IRS filing data is available from 2021 through 2024. In 2024, it awarded 1 grant totaling $42K. Net investment income was $9K.

Foster Butterfield Tr FBO First Universalist at a glance

In short: Foster Butterfield Tr FBO First Universalist gave $42K across 1 grant in 2024 (avg $42K), mostly in Vermont. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$42,127
+1916.6% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$42,127
+1916.6% vs 2023
Median grant
$42,127
Primary geography
Vermont (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

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

Who Foster Butterfield Tr FBO First Universalist funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

First Universalist Church of Derby Line: $42KFirst Universalist Church ofDerby Line$42K

The largest 2024 recipient was First Universalist Church of Derby Line ($42K).

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Derby Line

How Foster Butterfield Tr FBO First Universalist gives

  • Giving grew 2031% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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

$0$20K$40K$60K1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2021 to 2024, annual grant giving ranged from $2K (2021) to $42K (2024). In 2024 it made 1 grant totaling $42K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
First Universalist Church of Derby Line Derby Line, VTGeneral Support$42,127
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024—$10,041$43,342$42,1271$42,228$9,326$1,768
2023$33,278$2,330$3,860$2,0891$2,181$1,237$1,823
2022$34,823$761$2,540$2,1631$2,314$535$1,948
2021$36,635$4,458$2,441$1,9771$2,163$4,180$2,209

Under IRS private-foundation payout rules, Foster Butterfield Tr FBO First Universalist reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Foster Butterfield Tr FBO First Universalist is led by Community Financial Services Group, Corporate Trustee since 2023 (on filings since 2021) — the only officer listed, and compensated.

Officers on the 2024 filing

  • Community Financial Services Group

    Corporate Trustee

    Corporate Trustee → Corporate Trusee, 2022

    Corporate Trusee → Corporate Trustee, 2023

    On filings since 2021

    2 hrs/week

    $464 (2021) → $252 (2024)

Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Community Financial Services Group — Corporate Trustee: $252Community Financial…Corporate Trustee$252

The highest reported compensation on the 2024 filing was $252, to Community Financial Services Group (Corporate Trustee).

Frequently asked questions about Foster Butterfield Tr FBO First Universalist

How much does Foster Butterfield Tr FBO First Universalist give each year?

Foster Butterfield Tr FBO First Universalist gave $42K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2K across 1 grant.

Where does Foster Butterfield Tr FBO First Universalist operate?

Foster Butterfield Tr FBO First Universalist has awarded grants in Vermont.

How much is Foster Butterfield Tr FBO First Universalist required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Foster Butterfield Tr FBO First Universalist reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Foster Butterfield Tr FBO First Universalist's EIN?

Foster Butterfield Tr FBO First Universalist's EIN (Employer Identification Number) is 03-6066086. IRS Form 990 filing data is available on this page for 2021–2024.

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

Data update history

(5)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2023)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
  5. IRS filings on file for fiscal years 2021–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Foster Butterfield Tr FBO First Universalist's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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