Katherine Lilly Conroy Charitable Trust Fbo
Katherine Lilly Conroy Charitable Trust Fbo is a private foundation, based in LITCHFIELD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $566K in total assets. In 2024, it awarded 1 grants totaling $35K. Net investment income was $31K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$566K
-0.9% YoY
Annual Giving
$35K
+8.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$35K
+8.7% YoY
Under IRS private-foundation payout rules, Katherine Lilly Conroy Charitable Trust Fbo reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.
About Katherine Lilly Conroy Charitable Trust Fbo
Based on IRS filings
Katherine Lilly Conroy Charitable Trust Fbo is a private foundation, based in LITCHFIELD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $566K in total assets. In 2024, it awarded 1 grants totaling $35K. Net investment income was $31K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $566,160 | $571,301 | $589,350 |
| Revenue | $35,370 | $19,258 | $-15,511 |
| Expenses | $40,428 | $36,971 | $46,647 |
| Qualifying Distributions | $35,940 | $33,084 | $40,668 |
| Net Investment Income | $31,151 | $14,602 | $9,737 |
| Distributable Amount | $35,748 | $32,190 | $33,538 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The First Congregational Church ($34,585).
| Recipient | Purpose | Amount |
|---|---|---|
| THE FIRST CONGREGATIONAL CHURCH WASHINGTON, CT | UNRESTRICTED GENERAL | $34,585 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| UNION SAVINGS BANK | TRUSTEE | 2 | $4,343 |
Frequently Asked Questions
How large is Katherine Lilly Conroy Charitable Trust Fbo?
As of 2024, Katherine Lilly Conroy Charitable Trust Fbo holds $566K in total assets with $35K in annual revenue. It awarded 1 grants totaling $35K in 2024.
Where does Katherine Lilly Conroy Charitable Trust Fbo operate?
Katherine Lilly Conroy Charitable Trust Fbo has awarded grants in Connecticut.
What size grants does Katherine Lilly Conroy Charitable Trust Fbo award?
In 2024, Katherine Lilly Conroy Charitable Trust Fbo awarded 1 grants totaling $35K — an average of about $35K per grant, based on its IRS Form 990 filings.
How much is Katherine Lilly Conroy Charitable Trust Fbo required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Katherine Lilly Conroy Charitable Trust Fbo reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Katherine Lilly Conroy Charitable Trust Fbo's EIN?
Katherine Lilly Conroy Charitable Trust Fbo's EIN (Employer Identification Number) is 22-2756407. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.