Unibank Charitable Foundation Inc

Foundation · Grantmaker Whitinsville, MA EIN: 83-2917209

Unibank Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Whitinsville, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.3M in total assets. In 2024, it awarded 8 grants totaling $187K. Net investment income was $116K.

Key facts about Unibank Charitable Foundation Inc

In short: Unibank Charitable Foundation Inc gave $187K across 8 grants in 2024 (avg $23K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.

EIN
83-2917209
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$187,000
Grants made (2024)
8
Average grant
$23,375
Median grant
$25,000
Total assets
$6,300,228
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.3M

+35.5% YoY

Annual Giving

$187K

+43.8% YoY

Grant Count

8

+100.0% YoY

Avg Grant Size

$23K

-28.1% YoY

Under IRS private-foundation payout rules, Unibank Charitable Foundation Inc reported a distributable amount of $271K for 2024 — the minimum it must pay out in qualifying distributions.

How Unibank Charitable Foundation Inc gives

  • Giving grew 274% from 2021 to 2024. Method
  • In 2024 it paid out 69% 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.

Open Grants

1 open opportunity from Unibank Charitable Foundation Inc

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 8 itemized 2024 grant dollars.

Cities

WhitinsvilleUxbridgeBlackstoneDouglasSuttonWorcesterUpton

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K3 grants20202 grants20214 grants20224 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Whitin Community Center: $50KWhitin Community Center$50KWaters Farm Preservation Inc: $30KWaters Farm Preservation Inc$30KDaniels Farmstead Foundation Inc: $25KDaniels Farmstead FoundationInc$25KSoorp Asdvadzadzin Armenian Apostolic Church: $25KSoorp Asdvadzadzin ArmenianApostolic Church$25KPeople First Food Pantry of Uxbridge: $25KPeople First Food Pantry ofUxbridge$25KOpen Sky Community Services: $20KOpen Sky Community Services$20KSutton Historical Society Inc: $10KSutton Historical Society Inc$10KUpton Historical Society Inc: $2KUpton Historical Society Inc$2K

Grant Size Distribution

21 grants across all recorded years

19<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
WHITIN COMMUNITY CENTER Whitinsville, MACOMMUNITY SUPPORT$50,000
WATERS FARM PRESERVATION INC Sutton, MACOMMUNITY SUPPORT$30,000
DANIELS FARMSTEAD FOUNDATION INC Blackstone, MACOMMUNITY SUPPORT$25,000
SOORP ASDVADZADZIN ARMENIAN APOSTOLIC CHURCH Whitinsville, MACOMMUNITY SUPPORT$25,000
PEOPLE FIRST FOOD PANTRY OF UXBRIDGE Uxbridge, MACOMMUNITY SUPPORT$25,000
OPEN SKY COMMUNITY SERVICES Worcester, MACOMMUNITY SUPPORT$20,000
SUTTON HISTORICAL SOCIETY INC Sutton, MACOMMUNITY SUPPORT$10,000
UPTON HISTORICAL SOCIETY INC Upton, MACOMMUNITY SUPPORT$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M20202021202220232024
Metric202420232022
Total Assets$6,300,228$4,648,813$3,211,445
Revenue$1,313,477$1,039,530$983,673
Expenses$253,555$171,142$130,178
Qualifying Distributions$187,000$130,067$95,339
Net Investment Income$116,017$77,800$45,412
Distributable Amount$270,562$186,599$134,634

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Unibank Charitable Foundation Inc is led by Timothy P. Wickstrom, President on every filing since 2020; none of the 13 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Timothy P. Wickstrom

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Denise H. Brookhouse

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jay M. Cahill

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • John P. Miersma

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • John T. Andreoli

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Kathleen Salmon-Robinson

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Christina M. Menard

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Christopher D. Foley

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Gregory H. Cahill

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Michael W. Welch

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Timothy P. Wickstrom Jr.

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Mary E. Thompson

    Clerk

    Director → Clerk, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Nobo Sircar

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (5)
  • Former: John A. Armstrong (2020–2023) — Director
  • Former: Michael J. Kroll (2020–2023) — Clerk
  • Former: Robert A. Bernstein (2020–2023) — Director
  • Former: James W. Keukan (2021–2023) — Director
  • Former: James W. Kuekan (2020) — Director

Data from IRS Form 990 filings, 2020–2024. "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 Unibank Charitable Foundation Inc

How much does Unibank Charitable Foundation Inc give each year?

Unibank Charitable Foundation Inc gave $187K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $130K across 4 grants.

What is Unibank Charitable Foundation Inc's typical grant size?

Unibank Charitable Foundation Inc's median grant in 2024 was $25,000, and its average grant was $23,375, across 8 grants on its 2024 IRS Form 990-PF.

Where does Unibank Charitable Foundation Inc give grants?

Unibank Charitable Foundation Inc gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Whitinsville, MA (2 grants) and Sutton, MA (2 grants).

Does Unibank Charitable Foundation Inc give general operating support?

Not in 2024: none of the 8 grants with a stated purpose on Unibank Charitable Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Support" (8 grants).

Who are Unibank Charitable Foundation Inc's largest grantees?

Unibank Charitable Foundation Inc's largest 2024 grantees include Whitin Community Center ($50,000), Waters Farm Preservation Inc ($30,000) and Daniels Farmstead Foundation Inc ($25,000), according to its 2024 IRS Form 990-PF. Together they received 56% of its itemized 2024 grant dollars.

How large is Unibank Charitable Foundation Inc?

Unibank Charitable Foundation Inc reported $6.3M in total assets on its 2024 IRS Form 990-PF. It paid out $187K in qualifying distributions that year, against a required minimum of $271K (roughly 5% of its investment assets).

What is Unibank Charitable Foundation Inc?

Unibank Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Whitinsville, MA. It holds $6.3M in total assets as of 2024.

What is Unibank Charitable Foundation Inc's EIN?

Unibank Charitable Foundation Inc's EIN (Employer Identification Number) is 83-2917209. IRS Form 990 filing data is available on this page for 2020–2024.

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

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