James C Melvin Trust Uw

Private foundation · Grantmaker Boston, MA EIN: 04-6029004

The Ogden Codman Trust, established under the will of Dorothy S.F.M. Codman, focuses on providing grants to organizations and activities that serve the residents of Lincoln, Massachusetts. The trust emphasizes assistance related to food, shelter, medical care, education, and recreational facilities, aiming to support individuals in need within the community.

James C Melvin Trust Uw at a glance

In short: James C Melvin Trust Uw gave $300K across 5 grants in 2025 (avg $60K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$300,000
+0.0% vs 2024
Grants made (2025)
5
+0.0% vs 2024
Average grant
$60,000
+0.0% vs 2024
Median grant
$60,000
Total assets
$6,431,772
+4.3% vs 2024
Primary geography
Massachusetts (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 James C Melvin Trust Uw funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

College Bound Dorchester Inc: $60KCollege Bound Dorchester Inc$60KLeap for Education Inc: $60KLeap for Education Inc$60KThird Sector New England Inc (Future Chefs): $60KThird Sector New England Inc(Future Chefs)$60KUtec Inc: $60KUtec Inc$60KYouthbuild Boston Inc: $60KYouthbuild Boston Inc$60K

The largest 2025 recipient was College Bound Dorchester Inc ($60K). Together the top 5 received $300K.

Grant Size Distribution

26 grants across all recorded years

5<$50K21$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 21 grants of 26 (81%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 5 itemized grants.

Cities

BostonDorchesterLowellRoxburySalemWaltham

How James C Melvin Trust Uw gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

$0$100K$200K$300K6 grants2019 6 grants2020 6 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2019 to 2025, annual grant giving ranged from $235K (2019) to $300K (2025). In 2025 it made 5 grants totaling $300K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
College Bound Dorchester Inc Dorchester, MAScholarship/Aid$60,000
Leap for Education Inc Salem, MAScholarship/Aid$60,000
Third Sector New England Inc (Future Chefs) Boston, MAScholarship/Aid$60,000
Utec Inc Lowell, MAScholarship/Aid$60,000
Youthbuild Boston Inc Roxbury, MAScholarship/Aid$60,000
Your AI grants department

Ready to take the next step with James C Melvin Trust Uw?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$6,431,772$566,753$384,707$300,0005$302,611$504,531$308,446
2024$6,164,060$902,946$363,566$300,0005$302,731$838,080$296,868
2023$5,886,116$254,348$363,939$300,0005$304,905$190,067$274,340
2022$5,459,269$137,848$384,097$300,0005$337,407$99,697$296,972
2021$5,275,161$590,284$338,318$250,0006$289,797$549,375$341,598
2020$5,022,669$461,485$319,847$240,0006—$426,770$286,954
2019$4,878,343$256,251$319,715$235,0006—$212,427$282,410

Under IRS private-foundation payout rules, James C Melvin Trust Uw reported a distributable amount of $308K for 2025 — the minimum it must pay out in qualifying distributions.

About James C Melvin Trust Uw

Based on IRS filings

James C Melvin Trust Uw is a private foundation, based in Boston, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.4M in total assets. In 2025, it awarded 5 grants totaling $300K. Net investment income was $505K.

Leadership & Key People

Officers and directors from IRS filings

James C Melvin Trust Uw's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Brenda S. Diana

    Trustee

    On filings since 2019

    0.1 hrs/week

    No compensation reported

  • Martin Hall

    Trustee

    On filings since 2019

    0.1 hrs/week

    No compensation reported

  • Michelle A. Knight

    Trustee

    New on the 2025 filing

    0.1 hrs/week

    No compensation reported

Former officers (1)
  • Former: Jennifer S. Ewing (2019–2024) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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 James C Melvin Trust Uw

How much does James C Melvin Trust Uw give each year?

James C Melvin Trust Uw gave $300K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $300K across 5 grants.

What is James C Melvin Trust Uw's typical grant size?

James C Melvin Trust Uw's median grant in 2025 was $60,000, and its average grant was $60,000, across 5 grants on its 2025 IRS Form 990-PF.

Where does James C Melvin Trust Uw give grants?

James C Melvin Trust Uw gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does James C Melvin Trust Uw give general operating support?

Not in 2025: none of the 5 grants with a stated purpose on James C Melvin Trust Uw's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship/Aid" (5 grants).

Who are James C Melvin Trust Uw's largest grantees?

James C Melvin Trust Uw's largest 2025 grantees include College Bound Dorchester Inc ($60,000), Leap for Education Inc ($60,000) and Third Sector New England Inc (Future Chefs) ($60,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is James C Melvin Trust Uw?

James C Melvin Trust Uw reported $6.4M in total assets on its 2025 IRS Form 990-PF. It paid out $303K in qualifying distributions that year, against a required minimum of $308K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is James C Melvin Trust Uw's EIN?

James C Melvin Trust Uw's EIN (Employer Identification Number) is 04-6029004. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 16, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 4, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 23, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 25, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 31, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Explore Open Grants

Browse active grant opportunities in James C Melvin Trust Uw's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Massachusetts

Eastern Bank Foundation

Wakefield, MA

Eastern Bank Foundation supports economic inclusion and mobility, including small businesses, early childhood development, affordable housing, and workforce development. Its 2025 grants ranged from $50 to $2,002,500, with a median of $2,500, primarily in Massachusetts and also in New Hampshire and Rhode Island. It accepts online applications and does not limit giving to preselected organizations.

Assets

$266.7M

Grants

1,786

Total Given

$19.0M

Cummings Foundation Grants Inc (FKA Oneworld Boston Inc)

Woburn, MA

Cummings Foundation Grants Inc. funds nonprofits working in human services, education, healthcare, fairness and justice, and the environment, primarily in greater Boston and eastern Massachusetts. Its 2024 grants ranged from $1,000 to $3.5 million, with a median of $35,000; it accepts letters of inquiry through an online portal during its application cycle, which was not open at the time described.

Philanthropy, Voluntarism & Grantmaking

Assets

$258.2M

Grants

658

Total Given

$38.2M

Boston Foundation Inc

Boston, MA

The Boston Foundation funds nonprofits and community initiatives focused on equity and opportunity, including child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer amounts such as $50,000; whether it accepts unsolicited requests is not stated.

Assets

$2.1B

Grants

2,375

Total Given

$228.4M

United Way Of Massachusetts Bay Inc

Boston, MA

United Way of Massachusetts Bay funds nonprofits and community partnerships advancing economic mobility, education, youth success, safe housing, and basic-needs support, with a focus on eastern Massachusetts. In 2025, grants ranged from $5,000 to $1.4 million, with a median award of $50,000. It has offered specific application processes, but whether it accepts unsolicited requests generally is not stated.

Assets

$60.9M

Grants

351

Total Given

$30.0M

Amelia Peabody Foundation

Topsfield, MA

The Amelia Peabody Foundation supports Massachusetts nonprofits serving children and families, especially in under-resourced communities, with operating, program, and capital grants; it has a particular focus on communities outside Greater Boston. In 2024, grants ranged from $5,000 to $500,000, with a median award of $40,000.

Assets

$165.5M

Grants

152

Total Given

$8.7M

Bushrod H Campbell & Adah F Hall

Boston, MA

The fund supports organizations serving older, infirm, homeless, and vulnerable people, as well as work in education, social justice, economic opportunity, and reproductive health. Grants generally focus on Greater Boston, with reproductive health projects also eligible elsewhere; typical grants are modest, with a 2025 median of $8,000 and a listed award range of $5,000–$10,000. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$15.6M

Grants

201

Total Given

$1.7M

More similar funders

More Funders in Massachusetts

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from James C Melvin Trust Uw's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

James C Melvin Trust Uw down — hundreds of funders to go?

Want AI to do this for you?