Tr Uw Martin W Dugan

Private foundation · Grantmaker Boston, MA EIN: 04-6193022

Tr Uw Martin W Dugan is a private foundation based in Boston, Massachusetts. Its 2025 filing lists grants for scholarships, with stated eligibility restrictions for needy residents of Newbury, Newburyport, or West Newbury, Massachusetts, studying specified fields.

Tr Uw Martin W Dugan at a glance

In short: Tr Uw Martin W Dugan gave $32K across 16 grants in 2025 (avg $2K), top state Massachusetts. 33% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$31,500
-18.2% vs 2024
Grants made (2025)
16
+14.3% vs 2024
Average grant
$1,969
-28.4% vs 2024
Median grant
$1,750
Total assets
$549,174
+2.4% vs 2024
New grantees (estimate)
33% first-time grantees (5 of 15, 2025; small sample)
Primary geography
Massachusetts (22% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Tr Uw Martin W Dugan

How to Apply

Application forms are available upon request. Awards are restricted to needy residents of Newbury, Newburyport, or West Newbury, Massachusetts, studying science, technology, law, medicine, or Catholic priesthood.

Contact

Application contact: Eastern Bank Co Charles Nelson
Mailing address: 605 Broadway, Saugus, MA 01906
Phone: (617) 897-1124

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Tr Uw Martin W Dugan funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

University of Massachusetts - Lowell: $4KUniversity of Massachusetts -Lowell$4KUniversity of Rhode Island: $4KUniversity of Rhode Island$4KWake Forest University: $3KWake Forest University$3KUniversity of Vermont: $3KUniversity of Vermont$3KMichigan State University: $3KMichigan State University$3KUniversity of New Hampshire: $3KUniversity of New Hampshire$3KGeorge Washington University: $3KGeorge Washington University$3KTufts University: $1KTufts University$1KClarkson University: $1KClarkson University$1KBentley University: $1KBentley University$1K

The largest 2025 recipient was University of Massachusetts - Lowell ($4K). Together the top 10 received $24K.

Organizations only. It also paid 1 individual scholarship ($3,000), which are not listed by name.

Grant Size Distribution

64 grants across all recorded years

64<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 64 grants of 64 (100%).

Geographic Focus

Where this funder awards grants

The 2025 grants went to recipients in multiple states. The largest shares of grant dollars went to Massachusetts (22%), Rhode Island (13%), Virginia (10%), North Carolina (8%), and Vermont (8%). The filing’s eligibility restriction is limited to residents of Newbury, Newburyport, or West Newbury, Massachusetts.

Grant Distribution by State

13states

Share of 2025 grant dollars across all 16 itemized grants.

Cities

WorcesterBostonOronoLewistonDurhamFraminghamMadisonManchesterRindgeSyracuseAtlantaBlackburgKingstonLowellBurlingtonCambridgeIthacaNew YorkNorth AndoverWashington

Is Tr Uw Martin W Dugan open to new grantees?

33%

first-time grantees, 2025

In 2025, 5 of 15 grantees (33%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $2K; repeat grants $2K. How we count

Medians: $1K first-time, $2K repeat.

  • 60% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+17%). Method
  • In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K12 grants2019 11 grants2020 12 grants2021 12 grants2022 10 grants2023 14 grants2024 16 grants2025

From 2019 to 2025, annual grant giving ranged from $19K (2020) to $39K (2024). In 2025 it made 16 grants totaling $32K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
University of Massachusetts - Lowell Lowell, MAScholarship$4,000
University of Rhode Island Kingston, RIScholarship$4,000
1 individual scholarship Recipients not named —$3,000
Wake Forest University Winston-Salem, NCScholarship$2,500
University of Vermont Burlington, VTScholarship$2,500
Michigan State University East Lansing, MIScholarship$2,500
University of New Hampshire Durham, NHScholarship$2,500
George Washington University Washington, DCScholarship$2,500
Tufts University Medford, MAScholarship$1,000
Clarkson University Potsdam, NYScholarship$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$549,174$56,605$43,293$31,50016$32,858$50,534$35,317
2024$536,182$27,753$50,217$38,50014$43,915$22,181$34,011
2023$546,102$54,166$37,503$26,50010$31,696$48,825$30,011
2022$536,209$50,645$38,641$27,00012$32,250$45,151$30,399
2021$523,947$62,213$36,713$24,00012$29,742$56,282$34,472
2020$498,144$46,482$29,422$19,00011—$41,172$29,681
2019$484,414$28,437$31,090$20,50012—$23,231$28,178

Under IRS private-foundation payout rules, Tr Uw Martin W Dugan reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No separate mission statement is provided. The 2025 filing describes awards as restricted to needy residents of Newbury, Newburyport, or West Newbury, Massachusetts, who are studying science, technology, law, medicine, or Catholic priesthood.

The 2025 grantees include higher-education organizations. For example, Wake Forest University describes itself as an institution dedicated to liberal arts and graduate and professional education. Clarkson University describes its mission as educating students and conducting instruction and research across fields including engineering, business, science, health, education, and liberal arts. These are grantees’ own descriptions, not statements of the foundation’s mission.

Grantmaking

In 2025, the foundation reported 16 grants totaling $31,500. Grants ranged from $1,000 to $4,000, with a median of $1,750. Listed recipients and amounts included the University of Massachusetts–Lowell ($4,000), the University of Rhode Island ($4,000), an individual recipient ($3,000), Wake Forest University ($2,500), the University of Vermont ($2,500), Michigan State University ($2,500), the University of New Hampshire ($2,500), and George Washington University ($2,500). The filing identifies these grants as scholarships.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Eastern Bank as trustee.

Tr Uw Martin W Dugan's only listed officer is Eastern Bank, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Eastern Bank

    Trustee

    On filings since 2019

    2 hrs/week

    $1K (2019) → $2K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Eastern Bank — Trustee: $2KEastern BankTrustee$2K

The highest reported compensation on the 2025 filing was $2K, to Eastern Bank (Trustee).

Frequently asked questions about Tr Uw Martin W Dugan

How much does Tr Uw Martin W Dugan give each year?

Tr Uw Martin W Dugan gave $32K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $39K across 14 grants.

What is Tr Uw Martin W Dugan's typical grant size?

Tr Uw Martin W Dugan's median grant in 2025 was $1,750, and its average grant was $1,969, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Tr Uw Martin W Dugan that year got $2K on average.

Where does Tr Uw Martin W Dugan give grants?

Tr Uw Martin W Dugan's top state is Massachusetts, with 22% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Rhode Island (13%) and Virginia (10%).

Does Tr Uw Martin W Dugan give general operating support?

Not in 2025: none of the 16 grants with a stated purpose on Tr Uw Martin W Dugan's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (16 grants).

Who are Tr Uw Martin W Dugan's largest grantees?

Tr Uw Martin W Dugan's largest 2025 grantees include University of Massachusetts - Lowell ($4,000), University of Rhode Island ($4,000) and Wake Forest University ($2,500), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($3,000), which are not listed by name. Together they received 33% of its itemized 2025 grant dollars.

How large is Tr Uw Martin W Dugan?

Tr Uw Martin W Dugan reported $549K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Tr Uw Martin W Dugan fund?

No separate mission statement is provided. The 2025 filing describes awards as restricted to needy residents of Newbury, Newburyport, or West Newbury, Massachusetts, who are studying science, technology, law, medicine, or Catholic priesthood. See mission & focus areas ↑

How do I apply for a grant from Tr Uw Martin W Dugan?

Application forms are available upon request. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Tr Uw Martin W Dugan's EIN?

Tr Uw Martin W Dugan's EIN (Employer Identification Number) is 04-6193022. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS June 17, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 4, 2024)

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Cite this profile

Grantable. (2026). Tr Uw Martin W Dugan funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/tr-uw-martin-w-dugan-morg_5fef0f9fbc314d6fb54d64879dbb5e98

BibTeX
@misc{grantable_046193022_2026,
  author       = {{Grantable}},
  title        = {{Tr Uw Martin W Dugan funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/tr-uw-martin-w-dugan-morg_5fef0f9fbc314d6fb54d64879dbb5e98},
  note         = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Tr Uw Martin W Dugan's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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