Trust UW Milton L Dodge FBO AJH
Trust UW Milton L Dodge FBO AJH is a private foundation, based in Newburyport, MA. IRS filing data is available from 2021 through 2025. In 2025, it awarded 1 grant totaling $27K. Net investment income was $1K.
Trust UW Milton L Dodge FBO AJH at a glance
In short: Trust UW Milton L Dodge FBO AJH gave $27K across 1 grant in 2025 (avg $27K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $27,046
- Grants made (2025)
- 1
- Average grant
- $27,046
- Median grant
- $27,046
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Trust UW Milton L Dodge FBO AJH funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Anna Jaques Hospital ($27K).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 1 grant of 2 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Trust UW Milton L Dodge FBO AJH gives
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $27K (2025) to $282K (2023). In 2025 it made 1 grant totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Anna Jaques Hospital Newburyport, MA | Charitable distribution | $27,046 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $1,417 | $42,137 | $27,046 | 1 | $15,091 | $1,417 | $975 |
| 2024 | $40,720 | $735 | $137 | — | — | — | $598 | $1,983 |
| 2023 | $40,122 | $196,229 | $285,698 | $282,279 | 1 | $284,579 | $195,110 | — |
| 2022 | $129,591 | $4,118 | $14,630 | — | — | $10,185 | — | $16,324 |
| 2021 | $140,038 | $12,210 | $14,881 | — | — | $10,101 | $7,430 | $17,196 |
Under IRS private-foundation payout rules, Trust UW Milton L Dodge FBO AJH reported a distributable amount of $975 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Trust UW Milton L Dodge FBO AJH is led by Leslie A Ferlazzo, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Leslie A Ferlazzo
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Milton L Dodge FBO AJH
How much does Trust UW Milton L Dodge FBO AJH give each year?
Trust UW Milton L Dodge FBO AJH gave $27K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
Where does Trust UW Milton L Dodge FBO AJH operate?
Trust UW Milton L Dodge FBO AJH has awarded grants in Massachusetts.
How much is Trust UW Milton L Dodge FBO AJH required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Trust UW Milton L Dodge FBO AJH reported a distributable amount of $975 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Trust UW Milton L Dodge FBO AJH's EIN?
Trust UW Milton L Dodge FBO AJH's EIN (Employer Identification Number) is 04-6374983. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in Trust UW Milton L Dodge FBO AJH's focus areas in our free grants database
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—
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