Trust Uw James Abbott Schol Trust

GLOUCESTER, MA EIN: 04-6707573

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$17K$34K$50K$67K20202021202220232024
Metric202420232022
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

$0$11K$23K$34K$45K14 grants202010 grants202111 grants202210 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

LUCY TWOMBLY$5KDANIEL A MERZ$5KFRANCESCA J TWOMBLY$5KCOLE S CIOLINO$5KJADA T EXAMA$5KCHRISTOPHER J KARVELAS$5KABIGAIL LOWTHERS$5KEVELYN A MERZ$5KDANIEL P OLEARY$5K

Grant Size Distribution

54 grants across all recorded years

54<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Trust Uw James Abbott Schol Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MICHAEL SANBORNTRUSTEE1
PATRICIA JOHNSTONETRUSTEE1
GEORGE LIESERTRUSTEE1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

Cities

EssexGloucesterRockport

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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