Jessie Shipman Tr Uw

WATERBURY, CT EIN: 06-6389998

Jessie Shipman Tr Uw is a private foundation, based in WATERBURY, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $360K in total assets. In 2024, it awarded 9 grants totaling $9K. Net investment income was $14K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$360K

-0.7% YoY

Annual Giving

$9K

+0.0% YoY

Grant Count

+12.5% YoY

Avg Grant Size

$1K

-11.1% YoY

Under IRS private-foundation payout rules, Jessie Shipman Tr Uw reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About Jessie Shipman Tr Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $17K (55%)

Massachusetts $4K (13%)

Vermont $3K (10%)

Indiana $2K (6%)

New York $2K (6%)

Florida $1K (3%)

New Hampshire $1K (3%)

Rhode Island $1K (3%)

States

Connecticut Florida Indiana Massachusetts New Hampshire New York Rhode Island Vermont

Cities

KeeneManchesterMiddleburyNew HavenNotre DameOrlandoProvidenceRochesterStorrsWaterburyWest HartfordWorcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$360,273	$362,939	$353,239
Revenue	$25,130	$30,145	$14,910
Expenses	$27,370	$20,292	$19,307
Qualifying Distributions	$14,493	$13,217	$8,602
Net Investment Income	$14,248	$21,208	$9,597
Distributable Amount	$24,611	$22,085	$22,286

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Keene State College ($1,000), Southern Connecticut State University ($1,000), University of Hartford ($1,000).

Recipient	Purpose	Amount
KEENE STATE COLLEGE KEENE, NH	SCHOLARSHIP	$1,000
SOUTHERN CONNECTICUT STATE UNIVERSITY NEW HAVEN, CT	SCHOLARSHIP	$1,000
UNIVERSITY OF HARTFORD WEST HARTFORD, CT	SCHOLARSHIP	$1,000
ROCHESTER INSTITUTE OF TECHNOLOGY ROCHESTER, NY	SCHOLARSHIP	$1,000
WORCESTER POLYTECHNIC INSTITUTE STUDENT WORCESTER, MA	SCHOLARSHIP	$1,000
MANCHESTER COMMUNITY COLLEGE MANCHESTER, CT	SCHOLARSHIP	$1,000
UNIVERSITY OF CONNECTICUT STORRS, CT	SCHOLARSHIP	$1,000
MIDDLEBURY COLLEGE MIDDLEBURY, VT	SCHOLARSHIP	$1,000
BROWN UNIVERSITY PROVIDENCE, RI	SCHOLARSHIP	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Jessie Shipman Tr Uw?

As of 2024, Jessie Shipman Tr Uw holds $360K in total assets with $25K in annual revenue. It awarded 9 grants totaling $9K in 2024.

Where does Jessie Shipman Tr Uw operate?

Jessie Shipman Tr Uw has awarded grants in Connecticut, Florida, Indiana, Massachusetts, New Hampshire, New York, Rhode Island, Vermont.

What size grants does Jessie Shipman Tr Uw award?

In 2024, Jessie Shipman Tr Uw awarded 9 grants totaling $9K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Jessie Shipman Tr Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jessie Shipman Tr Uw reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.