Lena Pierce Frederick Trust Uw of Charles W

BROOKLYN, OH EIN: 01-6010164

Lena Pierce Frederick Trust Uw of Charles W is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $506K in total assets. In 2024, it awarded 2 grants totaling $8K. Net investment income was $15K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$506K

+0.3% YoY

Annual Giving

$8K

-45.1% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$4K

-72.6% YoY

Under IRS private-foundation payout rules, Lena Pierce Frederick Trust Uw of Charles W reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.

About Lena Pierce Frederick Trust Uw of Charles W

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $83K (100%)

States

Maine

Cities

BelfastPortland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$506,115	$504,820	$531,260
Revenue	$19,051	$-5,114	$184,945
Expenses	$17,755	$21,327	$56,147
Qualifying Distributions	$10,640	$17,332	$51,323
Net Investment Income	$14,967	$4,219	$180,131
Distributable Amount	$22,270	$21,723	$23,469

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Belfast Rotary Club ($8,000), Maine Health ($229).

Recipient	Purpose	Amount
BELFAST ROTARY CLUB BELFAST, ME	GENERAL OPERATING	$8,000
MAINE HEALTH PORTLAND, ME	GENERAL OPERATING	$229

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KEYBANK NATIONAL ASSOCIATION	TRUSTEE	1	$5,445

Frequently Asked Questions

How large is Lena Pierce Frederick Trust Uw of Charles W?

As of 2024, Lena Pierce Frederick Trust Uw of Charles W holds $506K in total assets with $19K in annual revenue. It awarded 2 grants totaling $8K in 2024.

Where does Lena Pierce Frederick Trust Uw of Charles W operate?

Lena Pierce Frederick Trust Uw of Charles W has awarded grants in Maine.

What size grants does Lena Pierce Frederick Trust Uw of Charles W award?

In 2024, Lena Pierce Frederick Trust Uw of Charles W awarded 2 grants totaling $8K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Lena Pierce Frederick Trust Uw of Charles W required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lena Pierce Frederick Trust Uw of Charles W reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lena Pierce Frederick Trust Uw of Charles W's EIN?

Lena Pierce Frederick Trust Uw of Charles W's EIN (Employer Identification Number) is 01-6010164. IRS Form 990 filing data is available on this page for 2021–2024.