Iva & Jerome Preston Charitable Trust Dba

BOSTON, MA EIN: 04-6108371

Iva & Jerome Preston Charitable Trust Dba is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $607K in total assets. In 2025, it awarded 4 grants totaling $50K. Net investment income was $75K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$607K

+2.7% YoY

Annual Giving

$50K

+0.0% YoY

Grant Count

4

-42.9% YoY

Avg Grant Size

$13K

+75.0% YoY

Under IRS private-foundation payout rules, Iva & Jerome Preston Charitable Trust Dba reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.

About Iva & Jerome Preston Charitable Trust Dba

Based on IRS filings

Iva & Jerome Preston Charitable Trust Dba is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $607K in total assets. In 2025, it awarded 4 grants totaling $50K. Net investment income was $75K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

AlexandriaBaltimoreBeavertonBevertonBrooklynHamdenKyleLos AngelesNew OrleansNew YorkOaklandPrincetonQuincyWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$30K$60K$90K$119K202020212022202320242025
Metric202520242023
Total Assets$607,499$591,398$609,375
Revenue$90,151$50,638$97,592
Expenses$73,855$68,272$64,513
Qualifying Distributions$59,768$50,000$50,000
Net Investment Income$75,250$31,613$83,871
Distributable Amount$49,915$48,245$46,697

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$28K$42K$56K4 grants20205 grants20216 grants20227 grants20237 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

CENTER FOR AMERICAN INDI…$17KNATIONAL NETWORK OF ABOR…$15KRIDGEVIEW CONSERVANCY$13KLAKOTA WALDORF SCHOOL$6K

Grant Size Distribution

29 grants across all recorded years

29<$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 Center for American Indian Health ($17,000), National Network of Abortion Funds ($15,000), Ridgeview Conservancy ($12,500).

RecipientPurposeAmount
RIDGEVIEW CONSERVANCY PRINCETON, NJGENERAL PURPOSES$12,500
NATIONAL NETWORK OF ABORTION FUNDS BEAVERTON, ORGENERAL PURPOSES$15,000
LAKOTA WALDORF SCHOOL KYLE, SDGENERAL PURPOSES$5,500
CENTER FOR AMERICAN INDIAN HEALTH BALTIMORE, MDGENERAL PURPOSES$17,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
ELLEN B CUTLERTRUSTEE1
RICHARD M PRESTONTRUSTEE1

Frequently Asked Questions

How large is Iva & Jerome Preston Charitable Trust Dba?

As of 2025, Iva & Jerome Preston Charitable Trust Dba holds $607K in total assets with $90K in annual revenue. It awarded 4 grants totaling $50K in 2025.

Where does Iva & Jerome Preston Charitable Trust Dba operate?

Iva & Jerome Preston Charitable Trust Dba has awarded grants in California, Connecticut, District of Columbia, Louisiana, Massachusetts, Maryland, New Jersey, New York, Oregon, South Dakota, Virginia.

What size grants does Iva & Jerome Preston Charitable Trust Dba award?

In 2025, Iva & Jerome Preston Charitable Trust Dba awarded 4 grants totaling $50K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Iva & Jerome Preston Charitable Trust Dba required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Iva & Jerome Preston Charitable Trust Dba reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Iva & Jerome Preston Charitable Trust Dba's EIN?

Iva & Jerome Preston Charitable Trust Dba's EIN (Employer Identification Number) is 04-6108371. IRS Form 990 filing data is available on this page for 2020–2025.

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

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