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.
Trust UWO Amos a Story Dated September 14 at a glance
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.
- Annual giving (2025)
- $48,456
- -40.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $48,456
- -40.5% vs 2024
- Median grant
- $48,456
- Total assets
- $689,372
- +1.7% vs 2024
- 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 October 2026.
Who Trust UWO Amos a Story Dated September 14 funds
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%).
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 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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Addison Gilbert Society Boston, MA | General Purposes | $48,456 |
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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 | $689,372 | $67,519 | $55,949 | $48,456 | 1 | $50,497 | $63,331 | $48,374 |
| 2024 | $677,807 | $49,639 | $87,729 | $81,500 | 1 | $83,473 | $45,398 | $48,222 |
| 2023 | $714,994 | $21,967 | $90,109 | $81,500 | 1 | $83,411 | $17,919 | $46,491 |
| 2022 | $783,860 | $45,149 | $89,487 | $81,500 | 1 | $83,611 | $41,192 | $49,298 |
| 2021 | $828,212 | $84,123 | $80,809 | $71,502 | 1 | $73,842 | $79,659 | $56,828 |
| 2020 | $825,206 | $24,034 | $48,034 | $41,508 | 1 | — | $19,180 | $48,645 |
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.
Leadership & Key People
Officers and directors from IRS filings
Trust UWO Amos a Story Dated September 14's only listed officer is Cape ANN Savings Bank, Co-Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Cape ANN Savings Bank
Co-Trustee
On filings since 2020
1 hr/week
$5K (2020) → $5K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Cape Ann Savings Bank (Co-Trustee).
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 October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 20, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 19, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Trust UWO Amos a Story Dated September 14's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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