Trust Uw James Abbott Schol Trust
Trust Uw James Abbott Schol Trust is a private foundation, based in GLOUCESTER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $556K in total assets. In 2024, it awarded 9 grants totaling $45K. Net investment income was $34K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$556K
-2.0% YoY
Annual Giving
$45K
+28.6% YoY
Grant Count
9
-10.0% YoY
Avg Grant Size
$5K
+42.9% YoY
Under IRS private-foundation payout rules, Trust Uw James Abbott Schol Trust reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.
About Trust Uw James Abbott Schol Trust
Based on IRS filings
Trust Uw James Abbott Schol Trust is a private foundation, based in GLOUCESTER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $556K in total assets. In 2024, it awarded 9 grants totaling $45K. Net investment income was $34K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $556,222 | $567,735 | $591,620 |
| Revenue | $39,016 | $17,856 | $60,957 |
| Expenses | $50,836 | $41,772 | $43,414 |
| Qualifying Distributions | $45,000 | $36,860 | $38,535 |
| Net Investment Income | $33,508 | $13,249 | $56,589 |
| Distributable Amount | $36,423 | $34,314 | $34,810 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
54 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lucy Twombly ($5,000), Daniel a Merz ($5,000), Francesca J Twombly ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LUCY TWOMBLY ROCKPORT, MA | SCHOLARSHIP | $5,000 |
| DANIEL A MERZ ROCKPORT, MA | SCHOLARSHIP | $5,000 |
| FRANCESCA J TWOMBLY ROCKPORT, MA | SCHOLARSHIP | $5,000 |
| COLE S CIOLINO GLOUCESTER, MA | SCHOLARSHIP | $5,000 |
| JADA T EXAMA GLOUCESTER, MA | SCHOLARSHIP | $5,000 |
| CHRISTOPHER J KARVELAS GLOUCESTER, MA | SCHOLARSHIP | $5,000 |
| ABIGAIL LOWTHERS GLOUCESTER, MA | SCHOLARSHIP | $5,000 |
| EVELYN A MERZ ROCKPORT, MA | SCHOLARSHIP | $5,000 |
| DANIEL P OLEARY GLOUCESTER, MA | SCHOLARSHIP | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL SANBORN | TRUSTEE | 1 | — |
| PATRICIA JOHNSTONE | TRUSTEE | 1 | — |
| GEORGE LIESER | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Trust Uw James Abbott Schol Trust?
As of 2024, Trust Uw James Abbott Schol Trust holds $556K in total assets with $39K in annual revenue. It awarded 9 grants totaling $45K in 2024.
Where does Trust Uw James Abbott Schol Trust operate?
Trust Uw James Abbott Schol Trust has awarded grants in Massachusetts.
What size grants does Trust Uw James Abbott Schol Trust award?
In 2024, Trust Uw James Abbott Schol Trust awarded 9 grants totaling $45K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Trust Uw James Abbott Schol Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust Uw James Abbott Schol Trust reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Trust Uw James Abbott Schol Trust's EIN?
Trust Uw James Abbott Schol Trust's EIN (Employer Identification Number) is 04-6707573. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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