Leora Burgess Trust Uwill
Leora Burgess Trust Uwill is a private foundation focused on Religion, based in Hanover, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $85K in total assets. In 2025, it awarded 1 grant totaling $3K. Net investment income was $5K.
Leora Burgess Trust Uwill at a glance
In short: Leora Burgess Trust Uwill gave $3K across 1 grant in 2025 (avg $3K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,400
- +13.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $3,400
- +13.3% vs 2024
- Median grant
- $3,400
- Total assets
- $84,876
- +0.4% 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 Leora Burgess Trust Uwill funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First Congregational Church ($3K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Leora Burgess Trust Uwill gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). 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
From 2019 to 2025, annual grant giving ranged from $2K (2023) to $4K (2022). In 2025 it made 1 grant totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Congregational Church Middleboro, MA | General Purposes | $3,400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $84,876 | $5,892 | $5,574 | $3,400 | 1 | $4,463 | $4,864 | $4,406 |
| 2024 | $84,538 | $6,324 | $6,946 | $3,000 | 1 | $4,196 | $5,343 | $4,385 |
| 2023 | $85,149 | $-752 | $3,854 | $1,800 | 1 | $2,885 | $2,092 | $4,259 |
| 2022 | $89,744 | $5,233 | $6,180 | $4,000 | 1 | $5,123 | $4,171 | $4,425 |
| 2021 | $90,660 | $7,060 | $6,421 | $4,000 | 1 | $5,035 | $5,996 | $4,994 |
| 2020 | $89,999 | $6,138 | $8,702 | $4,000 | 1 | — | $4,601 | $4,782 |
| 2019 | $92,540 | $5,724 | $5,499 | $4,000 | 1 | — | $4,962 | $4,837 |
Under IRS private-foundation payout rules, Leora Burgess Trust Uwill reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Leora Burgess Trust Uwill's only listed officer is Rockland Trust Company, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Rockland Trust Company
Trustee
On filings since 2019
2 hrs/week
$1K (2019) → $2K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Rockland Trust Company (Trustee).
Frequently asked questions about Leora Burgess Trust Uwill
How much does Leora Burgess Trust Uwill give each year?
Leora Burgess Trust Uwill gave $3K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.
How large is Leora Burgess Trust Uwill?
Leora Burgess Trust Uwill reported $85K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
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 2025.
Where does Leora Burgess Trust Uwill operate?
Leora Burgess Trust Uwill has awarded grants in Massachusetts.
What is Leora Burgess Trust Uwill's EIN?
Leora Burgess Trust Uwill's EIN (Employer Identification Number) is 04-6331785. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
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