Luke F Kelley Trust Uwill

Foundation · Grantmaker HANOVER, MA EIN: 04-2764707

Luke F Kelley Trust Uwill is a private foundation, based in HANOVER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $359K in total assets. In 2024, it awarded 3 grants totaling $17K. Net investment income was $29K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$359K

+2.9% YoY

Annual Giving

$17K

+13.3% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$6K

+13.3% YoY

Under IRS private-foundation payout rules, Luke F Kelley Trust Uwill reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

About Luke F Kelley Trust Uwill

Based on IRS filings

Luke F Kelley Trust Uwill is a private foundation, based in HANOVER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $359K in total assets. In 2024, it awarded 3 grants totaling $17K. Net investment income was $29K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BostonBraintree

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$11K$22K$33K$44K20202021202220232024
Metric202420232022
Total Assets$358,772$348,739$357,589
Revenue$31,893$10,813$29,918
Expenses$21,714$19,767$13,163
Qualifying Distributions$19,161$17,438$10,533
Net Investment Income$29,451$8,906$27,828
Distributable Amount$19,923$18,819$18,524

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$9K$14K$18K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Roman Catholic Archdioce…$9KBoston University School…$4KCatholic Health Fdn of G…$4K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Roman Catholic Archdiocese of Boston ($8,500), Boston University School of Law ($4,250), Catholic Health Fdn of Greater ($4,250).

RecipientPurposeAmount
Boston University School of Law Boston, MAGENERAL PURPOSES$4,250
Roman Catholic Archdiocese of Boston Braintree, MAGENERAL PURPOSES$8,500
Catholic Health Fdn of Greater Braintree, MAGENERAL PURPOSES$4,250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Rockland Trust CompanyTrustee$5K

From 2024 filing

NameTitleHoursCompensation
Rockland Trust CompanyTrustee2$4,732

Frequently Asked Questions

How large is Luke F Kelley Trust Uwill?

As of 2024, Luke F Kelley Trust Uwill holds $359K in total assets with $32K in annual revenue. It awarded 3 grants totaling $17K in 2024.

Where does Luke F Kelley Trust Uwill operate?

Luke F Kelley Trust Uwill has awarded grants in Massachusetts.

What size grants does Luke F Kelley Trust Uwill award?

In 2024, Luke F Kelley Trust Uwill awarded 3 grants totaling $17K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Luke F Kelley Trust Uwill required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Luke F Kelley Trust Uwill reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Luke F Kelley Trust Uwill's EIN?

Luke F Kelley Trust Uwill's EIN (Employer Identification Number) is 04-2764707. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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