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 grant totaling $49K. Net investment income was $28K.
HM Willson Trust Uw at a glance
In short: HM Willson Trust Uw gave $49K across 1 grant in 2025 (avg $49K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $48,500
- +1.0% vs 2024
- Grants made (2025)
- 1
- -66.7% vs 2024
- Average grant
- $48,500
- +203.1% vs 2024
- Median grant
- $48,500
- Total assets
- $689,850
- -3.7% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who HM Willson Trust Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Community Foundation of W Pa & Eastern OH ($49K).
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How HM Willson Trust Uw gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 104% of 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
From 2021 to 2025, annual grant giving ranged from $40K (2023) to $49K (2025). In 2025 it made 1 grant totaling $49K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation of W Pa & Eastern OH Sharon, PA | 2025 Gifting | $48,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $689,850 | $30,677 | $57,363 | $48,500 | 1 | $54,426 | $27,740 | $52,238 |
| 2024 | $716,536 | $49,816 | $58,501 | $48,000 | 3 | $54,991 | $46,321 | $48,254 |
| 2023 | $725,221 | $67,704 | $49,424 | $40,000 | 2 | $46,654 | $64,934 | $45,943 |
| 2022 | $706,941 | $54,624 | $60,603 | $48,000 | 4 | $56,530 | $50,551 | $53,628 |
| 2021 | $712,920 | $67,657 | $57,923 | $45,000 | 5 | — | $63,209 | $50,207 |
Under IRS private-foundation payout rules, HM Willson Trust Uw reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
HM Willson Trust Uw is led by James E. Feeney, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
James E. Feeney
President
On filings since 2021
1.5 hrs/week
No compensation reported
Angela Palumbo
Secretary
On filings since 2021
1.5 hrs/week
No compensation reported
James Epstein
Treasurer
On filings since 2021
1.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about HM Willson Trust Uw
How much does HM Willson Trust Uw give each year?
HM Willson Trust Uw gave $49K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $48K across 3 grants.
How large is HM Willson Trust Uw?
HM Willson Trust Uw reported $690K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets).
Where does HM Willson Trust Uw operate?
HM Willson Trust Uw has awarded grants in Pennsylvania.
What is HM Willson Trust Uw's EIN?
HM Willson Trust Uw's EIN (Employer Identification Number) is 25-6068833. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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