Liberty Mutual Scholarship Fdn Ttee Xxx5480

JOHNSTON, RI EIN: 04-3548586

Liberty Mutual Scholarship Fdn Ttee Xxx5480 is a private foundation, based in JOHNSTON, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.7M in total assets. In 2024, it awarded 1 grants totaling $544K. Net investment income was $1.4M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.7M

+9.8% YoY

Annual Giving

$544K

+4.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$544K

+4.5% YoY

Under IRS private-foundation payout rules, Liberty Mutual Scholarship Fdn Ttee Xxx5480 reported a distributable amount of $420K for 2024 — the minimum it must pay out in qualifying distributions.

About Liberty Mutual Scholarship Fdn Ttee Xxx5480

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $1.6M (75%)

Massachusetts $544K (25%)

States

Illinois Massachusetts

Cities

BostonEvanston

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$8,739,152	$7,958,358	$8,189,463
Revenue	$1,386,125	$370,411	$456,177
Expenses	$602,310	$599,032	$552,273
Qualifying Distributions	$571,479	$546,672	$486,175
Net Investment Income	$1,360,471	$317,668	$402,071
Distributable Amount	$420,457	$420,482	$433,461

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 Liberty Mutual Insurance ($543,900).

Recipient	Purpose	Amount
Liberty Mutual Insurance Boston, MA	SCHOLARSHIPS	$543,900

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	PRIOR TRUSTEE	1	$34,621
CITIZENS BANK	TRUSTEE	1	$9,290

Frequently Asked Questions

How large is Liberty Mutual Scholarship Fdn Ttee Xxx5480?

As of 2024, Liberty Mutual Scholarship Fdn Ttee Xxx5480 holds $8.7M in total assets with $1.4M in annual revenue. It awarded 1 grants totaling $544K in 2024.

Where does Liberty Mutual Scholarship Fdn Ttee Xxx5480 operate?

Liberty Mutual Scholarship Fdn Ttee Xxx5480 has awarded grants in Illinois, Massachusetts.

What size grants does Liberty Mutual Scholarship Fdn Ttee Xxx5480 award?

In 2024, Liberty Mutual Scholarship Fdn Ttee Xxx5480 awarded 1 grants totaling $544K — an average of about $544K per grant, based on its IRS Form 990 filings.

How much is Liberty Mutual Scholarship Fdn Ttee Xxx5480 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Liberty Mutual Scholarship Fdn Ttee Xxx5480 reported a distributable amount of $420K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Liberty Mutual Scholarship Fdn Ttee Xxx5480's EIN?

Liberty Mutual Scholarship Fdn Ttee Xxx5480's EIN (Employer Identification Number) is 04-3548586. IRS Form 990 filing data is available on this page for 2020–2024.