Leora Burgess Trust Uwill

HANOVER, MA EIN: 04-6331785

Leora Burgess Trust Uwill is a private foundation focused on Religion, based in HANOVER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $85K in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$85K

-0.7% YoY

Annual Giving

$3K

+66.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

+66.7% YoY

Under IRS private-foundation payout rules, Leora Burgess Trust Uwill reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About Leora Burgess Trust Uwill

Based on IRS filings

Focus Areas

Religion

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $17K (100%)

States

Massachusetts

Cities

Middleboro

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$84,538	$85,149	$89,744
Revenue	$6,324	$-752	$5,233
Expenses	$6,946	$3,854	$6,180
Qualifying Distributions	$4,196	$2,885	$5,123
Net Investment Income	$5,343	$2,092	$4,171
Distributable Amount	$4,385	$4,259	$4,425

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 First Congregational Church ($3,000).

Recipient	Purpose	Amount
First Congregational Church Middleboro, MA	GENERAL PURPOSES	$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Rockland Trust Company	Trustee	2	$1,942

Subject Areas

Focus areas based on grantmaking activity

Religion

Frequently Asked Questions

What is Leora Burgess Trust Uwill?

Leora Burgess Trust Uwill is a private foundation focused on Religion, based in HANOVER, MA. It holds $85K in total assets as of 2024.

How large is Leora Burgess Trust Uwill?

As of 2024, Leora Burgess Trust Uwill holds $85K in total assets with $6K in annual revenue. It awarded 1 grants totaling $3K in 2024.

Where does Leora Burgess Trust Uwill operate?

Leora Burgess Trust Uwill has awarded grants in Massachusetts.

What size grants does Leora Burgess Trust Uwill award?

In 2024, Leora Burgess Trust Uwill awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Leora Burgess Trust Uwill required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Leora Burgess Trust Uwill reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.