Sarah M Balcom Trust Uw Xxx-xx-xxxx

MANCHESTER, NH EIN: 02-6006116

Sarah M Balcom Trust Uw Xxx-xx-xxxx is a private foundation, based in MANCHESTER, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $206K in total assets. In 2024, it awarded 1 grants totaling $12K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$206K

-3.0% YoY

Annual Giving

$12K

+12.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

+12.1% YoY

Under IRS private-foundation payout rules, Sarah M Balcom Trust Uw Xxx-xx-xxxx reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

About Sarah M Balcom Trust Uw Xxx-xx-xxxx

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Hampshire $61K (100%)

States

New Hampshire

Cities

Nashua

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$205,536	$211,892	$235,135
Revenue	$11,163	$-7,310	$9,108
Expenses	$17,328	$15,936	$17,875
Qualifying Distributions	$11,800	$10,526	$12,004
Net Investment Income	$5,647	$897	$3,430
Distributable Amount	$11,635	$11,221	$11,906

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Unitarian-univ Church of Nashua ($11,800).

Recipient	Purpose	Amount
UNITARIAN-UNIV CHURCH OF NASHUA NASHUA, NH	DAILY OPERATIONS	$11,800

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Sarah M Balcom Trust Uw Xxx-xx-xxxx?

As of 2024, Sarah M Balcom Trust Uw Xxx-xx-xxxx holds $206K in total assets with $11K in annual revenue. It awarded 1 grants totaling $12K in 2024.

Where does Sarah M Balcom Trust Uw Xxx-xx-xxxx operate?

Sarah M Balcom Trust Uw Xxx-xx-xxxx has awarded grants in New Hampshire.

What size grants does Sarah M Balcom Trust Uw Xxx-xx-xxxx award?

In 2024, Sarah M Balcom Trust Uw Xxx-xx-xxxx awarded 1 grants totaling $12K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Sarah M Balcom Trust Uw Xxx-xx-xxxx required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sarah M Balcom Trust Uw Xxx-xx-xxxx reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sarah M Balcom Trust Uw Xxx-xx-xxxx's EIN?

Sarah M Balcom Trust Uw Xxx-xx-xxxx's EIN (Employer Identification Number) is 02-6006116. IRS Form 990 filing data is available on this page for 2020–2024.