Herbert F Dawley Trust Uad 9-23-1929

NORWICH, CT EIN: 06-6031235

Herbert F Dawley Trust Uad 9-23-1929 is a private foundation, based in NORWICH, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $183K in total assets. In 2024, it awarded 1 grants totaling $11K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$183K

-1.4% YoY

Annual Giving

$11K

+107.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$11K

+107.7% YoY

Under IRS private-foundation payout rules, Herbert F Dawley Trust Uad 9-23-1929 reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Herbert F Dawley Trust Uad 9-23-1929

Based on IRS filings

Herbert F Dawley Trust Uad 9-23-1929 is a private foundation, based in NORWICH, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $183K in total assets. In 2024, it awarded 1 grants totaling $11K. Net investment income was $11K.

Ready to take the next step with Herbert F Dawley Trust Uad 9-23-1929?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Norwich

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$14K$21K$27K20202021202220232024
Metric202420232022
Total Assets$183,195$185,782$189,852
Revenue$13,165$6,332$7,306
Expenses$15,752$10,410$24,858
Qualifying Distributions$13,398$8,067$21,824
Net Investment Income$10,811$5,077$4,272
Distributable Amount$10,471$10,296$11,335

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$9K$13K$17K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

UNITED CONGREGATIONAL CH…$11K

Grant Size Distribution

5 grants across all recorded years

5<$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 Congregational Church ($10,798).

RecipientPurposeAmount
UNITED CONGREGATIONAL CHURCH NORWICH, CTUNRESTRICED GENERAL SUPPORT$10,798

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

DIME BANKTRUSTEE$3K

From 2024 filing

NameTitleHoursCompensation
DIME BANKTRUSTEE1$2,500

Frequently Asked Questions

How large is Herbert F Dawley Trust Uad 9-23-1929?

As of 2024, Herbert F Dawley Trust Uad 9-23-1929 holds $183K in total assets with $13K in annual revenue. It awarded 1 grants totaling $11K in 2024.

Where does Herbert F Dawley Trust Uad 9-23-1929 operate?

Herbert F Dawley Trust Uad 9-23-1929 has awarded grants in Connecticut.

What size grants does Herbert F Dawley Trust Uad 9-23-1929 award?

In 2024, Herbert F Dawley Trust Uad 9-23-1929 awarded 1 grants totaling $11K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Herbert F Dawley Trust Uad 9-23-1929 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Herbert F Dawley Trust Uad 9-23-1929 reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Herbert F Dawley Trust Uad 9-23-1929's EIN?

Herbert F Dawley Trust Uad 9-23-1929's EIN (Employer Identification Number) is 06-6031235. 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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