Margaret Burr Tr Uw 0709238

BOSTON, MA EIN: 04-6092944

Margaret Burr Tr Uw 0709238 is a private foundation, based in BOSTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $147K in total assets. In 2024, it awarded 6 grants totaling $8K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$147K

-4.4% YoY

Annual Giving

$8K

-1.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1K

-1.2% YoY

Under IRS private-foundation payout rules, Margaret Burr Tr Uw 0709238 reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Margaret Burr Tr Uw 0709238

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $28K (100%)

States

Massachusetts

Cities

BraintreeHinghamHullNorwell

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$147,478	$154,345	$160,724
Revenue	$4,372	$4,623	$2,497
Expenses	$11,239	$11,002	$11,909
Qualifying Distributions	$8,491	$8,483	$7,110
Net Investment Income	$1,659	$2,204	$194
Distributable Amount	$9,794	$8,392	$8,581

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hingham Public Library ($4,734), Hingham Interfaith Food Pantry at Second Parish ($1,413), Norwell Visiting Nurses Assoc ($451).

Recipient	Purpose	Amount
HINGHAM INTERFAITH FOOD PANTRY AT SECOND PARISH HINGHAM, MA	GENERAL FUND	$1,413
HINGHAM PUBLIC LIBRARY HINGHAM, MA	GENERAL FUND	$4,734
NORWELL VISITING NURSES ASSOC NORWELL, MA	GENERAL FUND	$451
PAT ROCHE HOSPICE HOME HINGHAM, MA	GENERAL FUND	$150
TOWN OF HINGHAM-HINGHAM VETERANS COUNCIL HINGHAM, MA	GENERAL FUND	$376
WELLSPRING INC HULL, MA	FOR DIANE EDSON FUND	$428

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CHARLES B ABBOTT	TRUSTEE	1	—
EDWARD R SIEGFRIED	TRUSTEE	1	—
ARTHUR T GARRITY JR	TRUSTEE	1	—

Frequently Asked Questions

How large is Margaret Burr Tr Uw 0709238?

As of 2024, Margaret Burr Tr Uw 0709238 holds $147K in total assets with $4K in annual revenue. It awarded 6 grants totaling $8K in 2024.

Where does Margaret Burr Tr Uw 0709238 operate?

Margaret Burr Tr Uw 0709238 has awarded grants in Massachusetts.

What size grants does Margaret Burr Tr Uw 0709238 award?

In 2024, Margaret Burr Tr Uw 0709238 awarded 6 grants totaling $8K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Margaret Burr Tr Uw 0709238 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Margaret Burr Tr Uw 0709238 reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.