The Sara L Eddy Trust Curtis Eddy & Peter
The Sara L Eddy Trust Curtis Eddy & Peter is a private foundation, based in Boston, MA. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $496K in total assets. In 2026, it awarded 4 grants totaling $72K. Net investment income was $16K.
Key facts about The Sara L Eddy Trust Curtis Eddy & Peter
In short: The Sara L Eddy Trust Curtis Eddy & Peter gave $72K across 4 grants in 2026 (avg $18K), top state Michigan. Source: 2026 IRS Form 990-PF.
- EIN
- 04-7006773
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $71,844
- Grants made (2026)
- 4
- Average grant
- $17,961
- Median grant
- $16,223
- Total assets
- $495,988
- Primary geography
- Michigan (40% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$496K
-12.1% YoY
Annual Giving
$72K
+47.6% YoY
Grant Count
4
+100.0% YoY
Avg Grant Size
$18K
-26.2% YoY
Under IRS private-foundation payout rules, The Sara L Eddy Trust Curtis Eddy & Peter reported a distributable amount of $28K for 2026 — the minimum it must pay out in qualifying distributions.
How The Sara L Eddy Trust Curtis Eddy & Peter gives
- Giving grew 32% from 2023 to 2026. Method
- In 2026 it paid out 298% of its IRS minimum distribution (the 5% rule). 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
Share of all 4 itemized 2026 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $15K (2022) to $72K (2026). In 2026 it made 4 grants totaling $72K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was Emma Yungeberg Co University of ($28K). Together the top 4 received $72K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Emma Yungeberg Co University of Ann Arbor, MI | Scholarship | $28,388 |
| Addysyn Rockwell Co Colorado State Fort Collins, CO | Scholarship | $16,795 |
| Harmony Conti Co University of Orlando, FL | Scholarship | $15,651 |
| Elizabeth Bohlken Co University of Laramie, WY | Scholarship | $11,010 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2023 |
|---|---|---|---|
| Total Assets | $495,988 | $564,521 | $364,074 |
| Revenue | $29,729 | $282,719 | $31,910 |
| Expenses | $98,340 | $68,068 | $104,255 |
| Qualifying Distributions | $82,007 | $56,988 | $83,470 |
| Net Investment Income | $15,652 | $268,006 | $12,152 |
| Distributable Amount | $27,520 | $25,319 | $29,512 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 26, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
The Sara L Eddy Trust Curtis Eddy & Peter's 2026 filing lists 2 officers; 1 of 2 officers listed in 2026 is compensated.
Officers on the 2026 filing
Curtis Eddy
Trustee
On filings since 2021
1 hr/week
$3K (2021) → $0 (2026)
Peter F. Zupcofska
Trustee
On filings since 2021
1 hr/week
$11K (2021) → $10K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $10K, to Peter F Zupcofska (Trustee).
Frequently asked questions about The Sara L Eddy Trust Curtis Eddy & Peter
How much does The Sara L Eddy Trust Curtis Eddy & Peter give each year?
The Sara L Eddy Trust Curtis Eddy & Peter gave $72K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $49K across 2 grants.
What is The Sara L Eddy Trust Curtis Eddy & Peter's typical grant size?
The Sara L Eddy Trust Curtis Eddy & Peter's median grant in 2026 was $16,223, and its average grant was $17,961, across 4 grants on its 2026 IRS Form 990-PF.
Where does The Sara L Eddy Trust Curtis Eddy & Peter give grants?
The Sara L Eddy Trust Curtis Eddy & Peter's top state is Michigan, with 40% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were Colorado (23%) and Florida (22%).
Does The Sara L Eddy Trust Curtis Eddy & Peter give general operating support?
Not in 2026: none of the 4 grants with a stated purpose on The Sara L Eddy Trust Curtis Eddy & Peter's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (4 grants).
How large is The Sara L Eddy Trust Curtis Eddy & Peter?
The Sara L Eddy Trust Curtis Eddy & Peter reported $496K in total assets on its 2026 IRS Form 990-PF. It paid out $82K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
What is The Sara L Eddy Trust Curtis Eddy & Peter's EIN?
The Sara L Eddy Trust Curtis Eddy & Peter's EIN (Employer Identification Number) is 04-7006773. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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