Trust Uw Henry Farnam
Trust Uw Henry Farnam is a private foundation, based in BOSTON, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $363K in total assets. In 2025, it awarded 1 grants totaling $15K. Net investment income was $161K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$363K
+56.8% YoY
Annual Giving
$15K
+32.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$15K
+32.7% YoY
Under IRS private-foundation payout rules, Trust Uw Henry Farnam reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
About Trust Uw Henry Farnam
Based on IRS filings
Trust Uw Henry Farnam is a private foundation, based in BOSTON, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $363K in total assets. In 2025, it awarded 1 grants totaling $15K. Net investment income was $161K.
Ready to take the next step with Trust Uw Henry Farnam?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $363,124 | $231,600 | $234,920 |
| Revenue | $165,334 | $18,039 | $18,107 |
| Expenses | $34,242 | $21,359 | $24,211 |
| Qualifying Distributions | $30,266 | $11,493 | $21,475 |
| Net Investment Income | $161,181 | $12,963 | $15,765 |
| Distributable Amount | $16,979 | $18,172 | $18,674 |
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 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include See Attached Statement ($15,250).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED STATEMENT BOSTON, MA | SOCIAL SERVICES FOR POOR | $15,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Amy R Lonergan ESQ | CO-TRUSTEE | 1 | — |
| KATHARINE MILDE | CO-TRUSTEE | 1 | — |
| LINDSAY CARON | CO-TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Trust Uw Henry Farnam?
As of 2025, Trust Uw Henry Farnam holds $363K in total assets with $165K in annual revenue. It awarded 1 grants totaling $15K in 2025.
Where does Trust Uw Henry Farnam operate?
Trust Uw Henry Farnam has awarded grants in Connecticut, Massachusetts.
What size grants does Trust Uw Henry Farnam award?
In 2025, Trust Uw Henry Farnam awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Trust Uw Henry Farnam required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Trust Uw Henry Farnam reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Trust Uw Henry Farnam's EIN?
Trust Uw Henry Farnam's EIN (Employer Identification Number) is 04-6057931. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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