Trust Uw Edwin S Farmer
Trust Uw Edwin S Farmer is a private foundation based in Boston, Massachusetts. Its 2024 filing describes administration that includes outreach to possible elderly recipients through Arlington’s Council on Aging, Housing Authority, and Housing Corporation, consideration of benefit applications, investment management, and distributions to beneficiaries.
Trust Uw Edwin S Farmer at a glance
In short: Trust Uw Edwin S Farmer gave $39K across 18 grants in 2024 (avg $2K), mostly in Massachusetts. 33% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $38,675
- +12.3% vs 2023
- Grants made (2024)
- 18
- +28.6% vs 2023
- Average grant
- $2,149
- -12.7% vs 2023
- Median grant
- $1,218
- Total assets
- $741,445
- -1.8% vs 2023
- New grantees (estimate)
- 33% first-time grantees (6 of 18, 2024; small sample)
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Trust Uw Edwin S Farmer
- Contact
Application contact: Amy L Slade Esq
Mailing address: 33 Broad Street Suite 600, Boston, MA 02109
Phone: (617) 227-8662
Email: aslade@swwalaw.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Trust Uw Edwin S Farmer funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Ms Jean Murphy ($6K). Together the top 10 received $33K.
Grant Size Distribution
91 grants across all recorded years
The most common grant size was under $50K: 91 grants of 91 (100%).
Geographic Focus
Where this funder awards grants
The filing’s applicant restriction is residency in Arlington, Massachusetts. All 2024 grant dollars went to recipients in Massachusetts.
Grant Distribution by State
Share of 2024 grant dollars across all 18 itemized grants.
States
Cities
Is Trust Uw Edwin S Farmer open to new grantees?
33%
first-time grantees, 2024
In 2024, 6 of 18 grantees (33%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $878; repeat grants $3K. How we count
Medians: $785 first-time, $3K repeat.
- 56% of 2024 grantees were also funded in 2023. Method
- Giving fell 21% from 2021 to 2024. Method
- In 2024 it paid out 78% 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 (2020–2024). 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
From 2020 to 2024, annual grant giving ranged from $34K (2023) to $49K (2021). In 2024 it made 18 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ms Jean Murphy Arlington, MA | Support | $5,500 |
| Ms Arlene Butters Arlington, MA | Support | $4,200 |
| Ms Cathy Corbett Arlington, MA | Support | $4,200 |
| Ms Elizabeth Swan Arlington, MA | Support | $4,200 |
| Ms Jeanette Luca Arlington, MA | Support | $4,200 |
| Ms Elenora Mukhadze Arlington, MA | Support | $3,600 |
| Ms Zelda Feinberg Arlington, MA | Support | $3,000 |
| Ms Mary T Murphy Arlington, MA | Support | $2,000 |
| Ms Maria Santos Arlington, MA | Support | $1,235 |
| Ms Mary C Silvey Arlington, MA | Support | $1,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $741,445 | $42,642 | $56,903 | $38,675 | 18 | $55,446 | $42,642 | $71,167 |
| 2023 | $754,962 | $89,715 | $48,778 | $34,454 | 14 | $48,778 | $89,008 | $66,081 |
| 2022 | $714,025 | $43,215 | $67,190 | $43,627 | 19 | $60,179 | $43,156 | $63,149 |
| 2021 | $738,000 | $104,441 | $69,625 | $48,849 | 22 | $69,625 | $106,943 | $19,872 |
| 2020 | $780,556 | $307,285 | $58,621 | $46,760 | 18 | — | $298,057 | $48,257 |
Under IRS private-foundation payout rules, Trust Uw Edwin S Farmer reported a distributable amount of $71K for 2024 — 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 mission statement is provided. The filing describes benefit applications and distributions to beneficiaries; its stated applicant restriction is Arlington residency.
Grantmaking
In 2024, the foundation gave $38,675 through 18 grants. Grant amounts ranged from $250 to $5,500, with a median of $1,218. The largest listed grants were $5,500 to Jean Murphy; $4,200 each to Arlene Butters, Cathy Corbett, Elizabeth Swan, and Jeanette Luca; and $3,600 to Elenora Mukhadze. Each listed grant was for “support.”
The filing says the foundation does not restrict giving to preselected organizations. How to apply: Submit a written request that includes the reason funds are requested. Applicants must be residents of Arlington, Massachusetts. Deadline: None.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists John L Worden III, Esquire, and Amy L Slade, Esquire, as trustees.
Trust Uw Edwin S Farmer's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
Amy L. Slade Esquire
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $7K (2024)
John L. Worden Iii Esquire
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $7K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $7K, to John L Worden III Esquire (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Trust Uw Edwin S Farmer
How much does Trust Uw Edwin S Farmer give each year?
Trust Uw Edwin S Farmer gave $39K across 18 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $34K across 14 grants.
What is Trust Uw Edwin S Farmer's typical grant size?
Trust Uw Edwin S Farmer's median grant in 2024 was $1,218, and its average grant was $2,149, across 18 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Trust Uw Edwin S Farmer that year got $878 on average.
Where does Trust Uw Edwin S Farmer give grants?
Trust Uw Edwin S Farmer gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Arlington, MA (18 grants).
Does Trust Uw Edwin S Farmer give general operating support?
Not in 2024: none of the 18 grants with a stated purpose on Trust Uw Edwin S Farmer's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support" (18 grants).
Who are Trust Uw Edwin S Farmer's largest grantees?
Trust Uw Edwin S Farmer's largest 2024 grantees include Ms Jean Murphy ($5,500), Ms Arlene Butters ($4,200) and Ms Cathy Corbett ($4,200), according to its 2024 IRS Form 990-PF. Together they received 36% of its itemized 2024 grant dollars.
How large is Trust Uw Edwin S Farmer?
Trust Uw Edwin S Farmer reported $741K in total assets on its 2024 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $71K (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 Trust Uw Edwin S Farmer fund?
No mission statement is provided. The filing describes benefit applications and distributions to beneficiaries; its stated applicant restriction is Arlington residency. See mission & focus areas ↑
How do I apply for a grant from Trust Uw Edwin S Farmer?
Trust Uw Edwin S Farmer has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Trust Uw Edwin S Farmer's EIN?
Trust Uw Edwin S Farmer's EIN (Employer Identification Number) is 04-6257543. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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