Milton L Williams Trust Uw

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 2024. As of 2024, the organization holds $372K in total assets. In 2024, it awarded 7 grants totaling $16K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$372K

-0.0% YoY

Annual Giving

$16K

-2.8% YoY

Grant Count

-12.5% YoY

Avg Grant Size

$2K

+11.1% YoY

Under IRS private-foundation payout rules, Milton L Williams Trust Uw reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About Milton L Williams Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $60K (68%)

New Hampshire $13K (14%)

North Carolina $5K (5%)

New York $5K (5%)

Florida $4K (5%)

Rhode Island $3K (3%)

States

Florida Massachusetts North Carolina New Hampshire New York Rhode Island

Cities

AmherstBostonDurhamLowellManchesterMedfordNorth EastonPoughkeepsieProvidenceTampaWalthamWorcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$372,484	$372,636	$358,361
Revenue	$20,852	$42,324	$38,451
Expenses	$28,577	$24,878	$31,335
Qualifying Distributions	$23,704	$20,380	$26,736
Net Investment Income	$16,551	$38,305	$34,289
Distributable Amount	$24,537	$21,115	$21,461

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Grant Size Distribution

48 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bentley University ($2,250), Emerson College ($2,250), Massachusetts College of Pharmacy ($2,250).

Recipient	Purpose	Amount
Bentley University WALTHAM, MA	SCHOLARSHIP	$2,250
Emerson College Boston, MA	SCHOLARSHIP	$2,250
Massachusetts College of Pharmacy Boston, MA	SCHOLARSHIP	$2,250
University of Massachusetts - Lowell Lowell, MA	SCHOLARSHIP	$2,250
Vassar College Poughkeepsie, NY	SCHOLARSHIP	$2,250
University of Massachusetts - Amherst Amherst, MA	SCHOLARSHIP	$2,250
Duke University DURHAM, NC	SCHOLARSHIP	$2,250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
EASTERN BANK	TRUSTEE	2	$1,203

Frequently Asked Questions

How large is Milton L Williams Trust Uw?

As of 2024, Milton L Williams Trust Uw holds $372K in total assets with $21K in annual revenue. It awarded 7 grants totaling $16K in 2024.

Where does Milton L Williams Trust Uw operate?

Milton L Williams Trust Uw has awarded grants in Florida, Massachusetts, North Carolina, New Hampshire, New York, Rhode Island.

What size grants does Milton L Williams Trust Uw award?

In 2024, Milton L Williams Trust Uw awarded 7 grants totaling $16K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Milton L Williams Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Milton L Williams Trust Uw reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.