Warren Mitchell Testamentary 16120001752

NEWPORT, VT EIN: 82-4599836

Warren Mitchell Testamentary 16120001752 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $220K in total assets. In 2024, it awarded 2 grants totaling $13K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$220K

-1.6% YoY

Annual Giving

$13K

-4.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

-4.1% YoY

Under IRS private-foundation payout rules, Warren Mitchell Testamentary 16120001752 reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

About Warren Mitchell Testamentary 16120001752

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Vermont $102K (100%)

States

Vermont

Cities

Newport

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$219,529	$223,129	$225,807
Revenue	$13,954	$15,029	$8,731
Expenses	$17,415	$17,621	$21,033
Qualifying Distributions	$14,243	$14,713	$16,736
Net Investment Income	$11,388	$11,943	$6,091
Distributable Amount	$13,411	$12,781	$13,413

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include United Church of Newport ($6,471), North Country Hospital & Health ($6,471).

Recipient	Purpose	Amount
UNITED CHURCH OF NEWPORT NEWPORT, VT	GENERAL SUPPORT	$6,471
NORTH COUNTRY HOSPITAL & HEALTH NEWPORT, VT	GENERAL SUPPORT	$6,471

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
COMMUNITY FINANCIAL SERVICES GROUP	TRUSTEE	—	$3,168

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Warren Mitchell Testamentary 16120001752?

Warren Mitchell Testamentary 16120001752 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT, VT. It holds $220K in total assets as of 2024.

How large is Warren Mitchell Testamentary 16120001752?

As of 2024, Warren Mitchell Testamentary 16120001752 holds $220K in total assets with $14K in annual revenue. It awarded 2 grants totaling $13K in 2024.

Where does Warren Mitchell Testamentary 16120001752 operate?

Warren Mitchell Testamentary 16120001752 has awarded grants in Vermont.

What size grants does Warren Mitchell Testamentary 16120001752 award?

In 2024, Warren Mitchell Testamentary 16120001752 awarded 2 grants totaling $13K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Warren Mitchell Testamentary 16120001752 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Warren Mitchell Testamentary 16120001752 reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Warren Mitchell Testamentary 16120001752's EIN?

Warren Mitchell Testamentary 16120001752's EIN (Employer Identification Number) is 82-4599836. IRS Form 990 filing data is available on this page for 2020–2024.