Hm Willson Trust Uw
Hm Willson Trust Uw is a private foundation, based in SHARON, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $690K in total assets. In 2025, it awarded 1 grants totaling $49K. Net investment income was $28K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$690K
-3.7% YoY
Annual Giving
$49K
+1.0% YoY
Grant Count
1
-66.7% YoY
Avg Grant Size
$49K
+203.1% YoY
About Hm Willson Trust Uw
Based on IRS filings
Hm Willson Trust Uw is a private foundation, based in SHARON, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $690K in total assets. In 2025, it awarded 1 grants totaling $49K. Net investment income was $28K.
Ready to take the next step with Hm Willson Trust Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $689,850 | $716,536 | $725,221 |
| Revenue | $30,677 | $49,816 | $67,704 |
| Expenses | $57,363 | $58,501 | $49,424 |
| Qualifying Distributions | $54,426 | $54,991 | $46,654 |
| Net Investment Income | $27,740 | $46,321 | $64,934 |
| Distributable Amount | $52,238 | $48,254 | $45,943 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES E FEENEY | PRESIDENT | 1.5 | — |
| JAMES EPSTEIN | TREASURER | 1.5 | — |
| ANGELA PALUMBO | SECRETARY | 1.5 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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