Milton L Williams Trust Uw

Private foundation · Grantmaker Boston, MA EIN: 04-6016107

Milton L Williams Trust Uw is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $379K in total assets. In 2025, it awarded 9 grants totaling $21K. Net investment income was $33K.

Key facts about Milton L Williams Trust Uw

In short: Milton L Williams Trust Uw gave $21K across 9 grants in 2025 (avg $2K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6016107
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$21,150
Grants made (2025)
9
Average grant
$2,350
Median grant
$2,250
Total assets
$379,298
Primary geography
Massachusetts (70% 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

$379K

+1.8% YoY

Annual Giving

$21K

+34.3% YoY

Grant Count

9

+28.6% YoY

Avg Grant Size

$2K

+4.4% YoY

Under IRS private-foundation payout rules, Milton L Williams Trust Uw reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.

How Milton L Williams Trust Uw gives

  • Giving held roughly steady from 2022 to 2025 (−6%). Method
  • In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

6states

Share of 2025 grant dollars across all 9 itemized grants.

Cities

BostonDurhamLowellManchesterWalthamAmherstMedfordPoughkeepsieWorcesterProvidenceTampaNorth Easton

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K12 grants2020 12 grants2021 9 grants2022 8 grants2023 7 grants2024 9 grants2025

From 2020 to 2025, annual grant giving ranged from $16K (2024) to $23K (2022). In 2025 it made 9 grants totaling $21K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

University of Massachusetts - Amherst: $4KUniversity of Massachusetts -Amherst$4KBentley University: $2KBentley University$2KEmerson College: $2KEmerson College$2KMassachusetts College of Pharmacy: $2KMassachusetts College ofPharmacy$2KUniversity of Massachusetts - Lowell: $2KUniversity of Massachusetts -Lowell$2KVassar College: $2KVassar College$2KDuke University: $2KDuke University$2KSaint Anselm College: $2KSaint Anselm College$2KBoston University: $2KBoston University$2K

The largest 2025 recipient was University of Massachusetts - Amherst ($4K). Together the top 9 received $21K.

Grant Size Distribution

45 grants across all recorded years

45<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 45 grants of 45 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Massachusetts - Amherst Amherst, MAScholarship$4,050
Bentley University Waltham, MAScholarship$2,250
Emerson College Boston, MAScholarship$2,250
Massachusetts College of Pharmacy Boston, MAScholarship$2,250
University of Massachusetts - Lowell Lowell, MAScholarship$2,250
Vassar College Poughkeepsie, NYScholarship$2,250
Duke University Durham, NCScholarship$2,250
Saint Anselm College Manchester, NHScholarship$1,800
Boston University Boston, MAScholarship$1,800

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$379,298$372,484$372,636
Revenue$37,474$20,852$42,324
Expenses$30,444$28,577$24,878
Qualifying Distributions$22,264$23,704$20,380
Net Investment Income$32,775$16,551$38,305
Distributable Amount$25,852$24,537$21,115

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)

Leadership & Key People

Officers and directors from IRS filings

Milton L Williams Trust Uw's only listed officer is Eastern Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Eastern Bank

    Trustee

    On filings since 2020

    2 hrs/week

    $1K (2020) → $1K (2025)

Data from IRS Form 990 filings, 2020–2025. "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

Eastern Bank — Trustee: $1KEastern BankTrustee$1K

The highest reported compensation on the 2025 filing was $1K, to Eastern Bank (Trustee).

Frequently asked questions about Milton L Williams Trust Uw

How much does Milton L Williams Trust Uw give each year?

Milton L Williams Trust Uw gave $21K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 7 grants.

What is Milton L Williams Trust Uw's typical grant size?

Milton L Williams Trust Uw's median grant in 2025 was $2,250, and its average grant was $2,350, across 9 grants on its 2025 IRS Form 990-PF.

Where does Milton L Williams Trust Uw give grants?

Milton L Williams Trust Uw gives mostly in Massachusetts: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (11%) and North Carolina (11%). The most frequent recipient cities were Boston, MA (3 grants).

Does Milton L Williams Trust Uw give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on Milton L Williams Trust Uw's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (9 grants).

Who are Milton L Williams Trust Uw's largest grantees?

Milton L Williams Trust Uw's largest 2025 grantees include University of Massachusetts - Amherst ($4,050), Bentley University ($2,250) and Emerson College ($2,250), according to its 2025 IRS Form 990-PF. Together they received 40% of its itemized 2025 grant dollars.

How large is Milton L Williams Trust Uw?

Milton L Williams Trust Uw reported $379K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Milton L Williams Trust Uw's EIN?

Milton L Williams Trust Uw's EIN (Employer Identification Number) is 04-6016107. IRS Form 990 filing data is available on this page for 2020–2025.

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

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