Polly's Upper Valley Fund

SOUTH BURLINGTON, VT EIN: 83-2191061

Polly's Upper Valley Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTH BURLINGTON, VT. IRS filing data is available for 2020. In 2020, it awarded 1 grants totaling $1.4M. Net investment income was $4K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$1.4M

Grant Count

Avg Grant Size

$1.4M

Under IRS private-foundation payout rules, Polly's Upper Valley Fund reported a distributable amount of $39K for 2020 — the minimum it must pay out in qualifying distributions.

About Polly's Upper Valley Fund

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Vermont $1.4M (100%)

States

Vermont

Cities

Middlebury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2020
Total Assets	—
Revenue	$4,262
Expenses	$1,369,792
Qualifying Distributions	—
Net Investment Income	$4,262
Distributable Amount	$38,702

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 2020

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Vermont Community Foundation ($1,361,949).

Recipient	Purpose	Amount
Vermont Community Foundation Middlebury, VT	General	$1,361,949

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

Name	Title	Hours	Compensation
Sarah Tischler	President/Director	1	$3,500

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Polly's Upper Valley Fund?

Polly's Upper Valley Fund is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTH BURLINGTON, VT. It holds — in total assets as of 2020.

Where does Polly's Upper Valley Fund operate?

Polly's Upper Valley Fund has awarded grants in Vermont.

What size grants does Polly's Upper Valley Fund award?

In 2020, Polly's Upper Valley Fund awarded 1 grants totaling $1.4M — an average of about $1.4M per grant, based on its IRS Form 990 filings.

How much is Polly's Upper Valley Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Polly's Upper Valley Fund reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.