Leora Burgess Trust Uwill

Private foundation · Grantmaker Hanover, MA EIN: 04-6331785
Religion

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.

Key facts about Leora Burgess Trust Uwill

In short: Leora Burgess Trust Uwill gave $3K across 1 grant in 2025 (avg $3K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6331785
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$3,400
Grants made (2025)
1
Average grant
$3,400
Median grant
$3,400
Total assets
$84,876
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$85K

+0.4% YoY

Annual Giving

$3K

+13.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$3K

+13.3% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Middleboro

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$2K$3K$4K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $2K (2023) to $4K (2022). In 2025 it made 1 grant totaling $3K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

First Congregational Church: $3KFirst Congregational Church$3K

The largest 2025 recipient was First Congregational Church ($3K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
First Congregational Church Middleboro, MAGeneral Purposes$3,400

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2.5K$5K$7.5K$10K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$84,876$84,538$85,149
Revenue$5,892$6,324$-752
Expenses$5,574$6,946$3,854
Qualifying Distributions$4,463$4,196$2,885
Net Investment Income$4,864$5,343$2,092
Distributable Amount$4,406$4,385$4,259

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)

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

Rockland Trust Company — Trustee: $2KRockland Trust CompanyTrustee$2K

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.

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