Trust Uw James Abbott Scholarship Trust Ima

Foundation · Grantmaker Gloucester, MA EIN: 04-6707573

Trust Uw James Abbott Scholarship Trust Ima is a private foundation, based in Gloucester, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $559K in total assets. In 2025, it awarded 8 grants totaling $40K. Net investment income was $43K.

Key facts about Trust Uw James Abbott Scholarship Trust Ima

In short: Trust Uw James Abbott Scholarship Trust Ima gave $40K across 8 grants in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6707573
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$40,000
Grants made (2025)
8
Average grant
$5,000
Median grant
$5,000
Total assets
$558,680
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$559K

+0.4% YoY

Annual Giving

$40K

-11.1% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$5K

+0.0% YoY

Under IRS private-foundation payout rules, Trust Uw James Abbott Scholarship Trust Ima reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.

How Trust Uw James Abbott Scholarship Trust Ima gives

  • Giving held roughly steady from 2022 to 2025 (+4%). Method
  • In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 8 itemized 2025 grant dollars.

Cities

GloucesterRockportEssex

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K14 grants202010 grants202111 grants202210 grants20239 grants20248 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Francesca J Twombly: $5KFrancesca J Twombly$5KSkye Ciolino: $5KSkye Ciolino$5KJada T Exama: $5KJada T Exama$5KBrayden Francis: $5KBrayden Francis$5KDaniel P O'Leary: $5KDaniel P O'Leary$5KMia Sargent: $5KMia Sargent$5KSofia Orlando: $5KSofia Orlando$5KAbigail E Marshall: $5KAbigail E Marshall$5K

Grant Size Distribution

48 grants across all recorded years

48<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
FRANCESCA J TWOMBLY Rockport, MASCHOLARSHIP$5,000
SKYE CIOLINO Gloucester, MASCHOLARSHIP$5,000
JADA T EXAMA Gloucester, MASCHOLARSHIP$5,000
BRAYDEN FRANCIS Gloucester, MASCHOLARSHIP$5,000
DANIEL P O'LEARY Gloucester, MASCHOLARSHIP$5,000
MIA SARGENT Gloucester, MASCHOLARSHIP$5,000
SOFIA ORLANDO Gloucester, MASCHOLARSHIP$5,000
ABIGAIL E MARSHALL Rockport, MASCHOLARSHIP$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K202020212022202320242025
Metric202520242023
Total Assets$558,680$556,222$567,735
Revenue$49,032$39,016$17,856
Expenses$46,575$50,836$41,772
Qualifying Distributions$40,070$45,000$36,860
Net Investment Income$43,262$33,508$13,249
Distributable Amount$37,642$36,423$34,314

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 22, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 10, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 19, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
  7. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
  8. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 22, 2022)
  9. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
  10. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 10, 2024)
  11. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 19, 2025)
  12. Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)

Leadership & Key People

Officers and directors from IRS filings

Trust Uw James Abbott Scholarship Trust Ima's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • George Lieser

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Michael Sanborn

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Patricia Johnstone

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Trust Uw James Abbott Scholarship Trust Ima

How much does Trust Uw James Abbott Scholarship Trust Ima give each year?

Trust Uw James Abbott Scholarship Trust Ima gave $40K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 9 grants.

What is Trust Uw James Abbott Scholarship Trust Ima's typical grant size?

Trust Uw James Abbott Scholarship Trust Ima's median grant in 2025 was $5,000, and its average grant was $5,000, across 8 grants on its 2025 IRS Form 990-PF.

Where does Trust Uw James Abbott Scholarship Trust Ima give grants?

Trust Uw James Abbott Scholarship Trust Ima gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Gloucester, MA (6 grants) and Rockport, MA (2 grants).

Does Trust Uw James Abbott Scholarship Trust Ima give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on Trust Uw James Abbott Scholarship Trust Ima's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (8 grants).

Who are Trust Uw James Abbott Scholarship Trust Ima's largest grantees?

Trust Uw James Abbott Scholarship Trust Ima's largest 2025 grantees include Francesca J Twombly ($5,000), Skye Ciolino ($5,000) and Jada T Exama ($5,000), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.

How large is Trust Uw James Abbott Scholarship Trust Ima?

Trust Uw James Abbott Scholarship Trust Ima reported $559K in total assets on its 2025 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets).

What is Trust Uw James Abbott Scholarship Trust Ima's EIN?

Trust Uw James Abbott Scholarship Trust Ima's EIN (Employer Identification Number) is 04-6707573. IRS Form 990 filing data is available on this page for 2020–2025.

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

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