Trust UWO Amos a Story Dated September 14

Private foundation · Grantmaker Gloucester, MA EIN: 04-6039087

Trust UWO Amos a Story Dated September 14 is a private foundation, based in Gloucester, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $689K in total assets. In 2025, it awarded 1 grant totaling $48K. Net investment income was $63K.

Key facts about Trust UWO Amos a Story Dated September 14

In short: Trust UWO Amos a Story Dated September 14 gave $48K across 1 grant in 2025 (avg $48K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6039087
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$48,456
Grants made (2025)
1
Average grant
$48,456
Median grant
$48,456
Total assets
$689,372
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

$689K

+1.7% YoY

Annual Giving

$48K

-40.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$48K

-40.5% YoY

Under IRS private-foundation payout rules, Trust UWO Amos a Story Dated September 14 reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.

How Trust UWO Amos a Story Dated September 14 gives

  • Giving fell 41% from 2022 to 2025. Method
  • In 2025 it paid out 104% 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 the 2025 grant dollars on its one itemized grant.

Cities

BostonGloucester

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $42K (2020) to $82K (2024). In 2025 it made 1 grant totaling $48K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Addison Gilbert Society: $48KAddison Gilbert Society$48K

The largest 2025 recipient was Addison Gilbert Society ($48K).

Grant Size Distribution

5 grants across all recorded years

1<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Addison Gilbert Society Boston, MAGeneral Purposes$48,456

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$689,372$677,807$714,994
Revenue$67,519$49,639$21,967
Expenses$55,949$87,729$90,109
Qualifying Distributions$50,497$83,473$83,411
Net Investment Income$63,331$45,398$17,919
Distributable Amount$48,374$48,222$46,491

Data update history

When this profile's IRS filing data changed on Grantable

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

Frequently asked questions about Trust UWO Amos a Story Dated September 14

How much does Trust UWO Amos a Story Dated September 14 give each year?

Trust UWO Amos a Story Dated September 14 gave $48K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $82K across 1 grant.

How large is Trust UWO Amos a Story Dated September 14?

Trust UWO Amos a Story Dated September 14 reported $689K in total assets on its 2025 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $48K (roughly 5% of its investment assets).

Where does Trust UWO Amos a Story Dated September 14 operate?

Trust UWO Amos a Story Dated September 14 has awarded grants in Massachusetts.

What is Trust UWO Amos a Story Dated September 14's EIN?

Trust UWO Amos a Story Dated September 14's EIN (Employer Identification Number) is 04-6039087. 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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