Hm Willson Trust Uw

SHARON, PA EIN: 25-6068833

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

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

HermitageSharon

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$19K$37K$56K$74K20212022202320242025
Metric202520242023
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

$0$12K$24K$36K$49K5 grants20214 grants20222 grants20233 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

COMMUNITY FOUNDATION OF …$49K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Community Foundation of W Pa & Eastern Oh ($48,500).

RecipientPurposeAmount
COMMUNITY FOUNDATION OF W PA & EASTERN OH SHARON, PA2025 GIFTING$48,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JAMES E FEENEYPRESIDENT1.5
JAMES EPSTEINTREASURER1.5
ANGELA PALUMBOSECRETARY1.5

Frequently Asked Questions

How large is Hm Willson Trust Uw?

As of 2025, Hm Willson Trust Uw holds $690K in total assets with $31K in annual revenue. It awarded 1 grants totaling $49K in 2025.

Where does Hm Willson Trust Uw operate?

Hm Willson Trust Uw has awarded grants in Pennsylvania.

What size grants does Hm Willson Trust Uw award?

In 2025, Hm Willson Trust Uw awarded 1 grants totaling $49K — an average of about $49K per grant, based on its IRS Form 990 filings.

How much is Hm Willson Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Hm Willson Trust Uw reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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

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