The Sara L Eddy Trust Curtis Eddy & Peter

Private foundation · Grantmaker Boston, MA EIN: 04-7006773

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

5states

Share of all 4 itemized 2026 grant dollars.

Cities

Ann ArborBismarckLaramieWinter ParkFort CollinsOrlando

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grants20212 grants20222 grants20232 grants20254 grants2026

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

Emma Yungeberg Co University of: $28KEmma Yungeberg Co Universityof$28KAddysyn Rockwell Co Colorado State: $17KAddysyn Rockwell Co ColoradoState$17KHarmony Conti Co University of: $16KHarmony Conti Co University of$16KElizabeth Bohlken Co University of: $11KElizabeth Bohlken CoUniversity of$11K

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

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 11 grants of 11 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Emma Yungeberg Co University of Ann Arbor, MIScholarship$28,388
Addysyn Rockwell Co Colorado State Fort Collins, COScholarship$16,795
Harmony Conti Co University of Orlando, FLScholarship$15,651
Elizabeth Bohlken Co University of Laramie, WYScholarship$11,010

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K20212022202320252026
Metric202620252023
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

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS August 26, 2026)
  2. 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

Peter F Zupcofska — Trustee: $10KPeter F ZupcofskaTrustee$10K

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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