Trust Uw John J Linnehan

Private foundation · Grantmaker Burlington, VT EIN: 04-6179295

Trust Uw John J Linnehan is a private foundation, based in Burlington, VT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $626K in total assets. In 2025, it awarded 2 grants totaling $50K. Net investment income was $102K.

Key facts about Trust Uw John J Linnehan

In short: Trust Uw John J Linnehan gave $50K across 2 grants in 2025 (avg $25K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6179295
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$50,000
Grants made (2025)
2
Average grant
$25,000
Median grant
$25,000
Total assets
$626,494
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

$626K

+9.6% YoY

Annual Giving

$50K

+0.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$25K

+0.0% YoY

Under IRS private-foundation payout rules, Trust Uw John J Linnehan reported a distributable amount of $60K for 2025 — the minimum it must pay out in qualifying distributions.

How Trust Uw John J Linnehan gives

  • Giving fell 29% from 2022 to 2025. Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2025 grant dollars across all 2 itemized grants.

Cities

DanversLynn

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $27K (2021) to $70K (2022). In 2025 it made 2 grants totaling $50K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

St John's Prep School: $25KSt John's Prep School$25KSt Mary's High School: $25KSt Mary's High School$25K

The largest 2025 recipient was St John's Prep School ($25K). Together the top 2 received $50K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St John's Prep School Danvers, MAEducational Purposes$25,000
St Mary's High School Lynn, MAEducational Purposes$25,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$626,494$571,398$581,013
Revenue$110,751$57,776$73,326
Expenses$65,711$67,391$50,700
Qualifying Distributions$57,409$59,098$48,712
Net Investment Income$102,449$49,483$71,343
Distributable Amount$60,066$58,035$52,462

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS August 24, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Trust Uw John J Linnehan's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David E. Peterson

    Esq

    On filings since 2019

    1 hr/week

    No compensation reported

  • Martha R. Bagley

    Esq

    On filings since 2019

    0.1 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 John J Linnehan

How much does Trust Uw John J Linnehan give each year?

Trust Uw John J Linnehan gave $50K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 2 grants.

How large is Trust Uw John J Linnehan?

Trust Uw John J Linnehan reported $626K in total assets on its 2025 IRS Form 990-PF. It paid out $57K in qualifying distributions that year, against a required minimum of $60K (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.

Where does Trust Uw John J Linnehan operate?

Trust Uw John J Linnehan has awarded grants in Massachusetts.

What is Trust Uw John J Linnehan's EIN?

Trust Uw John J Linnehan's EIN (Employer Identification Number) is 04-6179295. IRS Form 990 filing data is available on this page for 2019–2025.

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

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