Trust UWO Amos a Story Dated September 14
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.
Ready to take the next step with Trust UWO Amos a Story Dated September 14?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was Addison Gilbert Society ($48K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Addison Gilbert Society Boston, MA | General Purposes | $48,456 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- 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.
Here's the math on researching Trust UWO Amos a Story Dated September 14 by hand.
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