Mary S Whittlesey Trust Uw

PROVIDENCE, RI EIN: 06-6137317

Mary S Whittlesey Trust Uw is a private foundation, based in PROVIDENCE, RI. IRS filing data is available for 2021. In 2021, it awarded 1 grants totaling $315K. Net investment income was $83K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$315K

Grant Count

Avg Grant Size

$315K

Under IRS private-foundation payout rules, Mary S Whittlesey Trust Uw reported a distributable amount of $13K for 2021 — the minimum it must pay out in qualifying distributions.

About Mary S Whittlesey Trust Uw

Based on IRS filings

Mary S Whittlesey Trust Uw is a private foundation, based in PROVIDENCE, RI. IRS filing data is available for 2021. In 2021, it awarded 1 grants totaling $315K. Net investment income was $83K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $315K (100%)

States

Connecticut

Cities

Hartford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021
Total Assets	—
Revenue	$86,508
Expenses	$323,862
Qualifying Distributions	—
Net Investment Income	$83,398
Distributable Amount	$13,146

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 2021

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include United Way of New Britian ($314,677).

Recipient	Purpose	Amount
UNITED WAY OF NEW BRITIAN HARTFORD, CT	UNRESTRICTED GENERAL	$314,677

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	1	$2,417

Frequently Asked Questions

Where does Mary S Whittlesey Trust Uw operate?

Mary S Whittlesey Trust Uw has awarded grants in Connecticut.

What size grants does Mary S Whittlesey Trust Uw award?

In 2021, Mary S Whittlesey Trust Uw awarded 1 grants totaling $315K — an average of about $315K per grant, based on its IRS Form 990 filings.

How much is Mary S Whittlesey Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Mary S Whittlesey Trust Uw reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.