Warren Mitchell Testamentary 16120001752
Warren Mitchell Testamentary 16120001752 is a private foundation, based in Newport, VT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $293K in total assets. In 2025, it awarded 2 grants totaling $15K. Net investment income was $90K.
Key facts about Warren Mitchell Testamentary 16120001752
In short: Warren Mitchell Testamentary 16120001752 gave $15K across 2 grants in 2025 (avg $7K), mostly in Vermont. Source: 2025 IRS Form 990-PF.
- EIN
- 82-4599836
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $14,558
- Grants made (2025)
- 2
- Average grant
- $7,279
- Median grant
- $7,279
- Total assets
- $293,491
- Primary geography
- Vermont (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
$293K
+33.7% YoY
Annual Giving
$15K
+12.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$7K
+12.5% YoY
Under IRS private-foundation payout rules, Warren Mitchell Testamentary 16120001752 reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
How Warren Mitchell Testamentary 16120001752 gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 125% 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
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $13K (2024) to $60K (2021). In 2025 it made 2 grants totaling $15K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was United Church of Newport ($7K). Together the top 2 received $15K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Church of Newport Newport, VT | General Support | $7,279 |
| North Country Hospital & Health Newport, VT | General Support | $7,279 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $293,491 | $219,529 | $223,129 |
| Revenue | $92,980 | $13,954 | $15,029 |
| Expenses | $19,060 | $17,415 | $17,621 |
| Qualifying Distributions | $16,272 | $14,243 | $14,713 |
| Net Investment Income | $90,342 | $11,388 | $11,943 |
| Distributable Amount | $13,037 | $13,411 | $12,781 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 17, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
Leadership & Key People
Officers and directors from IRS filings
Warren Mitchell Testamentary 16120001752 is led by Community Financial Services Group, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Community Financial Services Group
Trustee
On filings since 2020
$4K (2020) → $3K (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 $3K, to Community Financial Services Group (Trustee).
Frequently asked questions about Warren Mitchell Testamentary 16120001752
How much does Warren Mitchell Testamentary 16120001752 give each year?
Warren Mitchell Testamentary 16120001752 gave $15K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 2 grants.
How large is Warren Mitchell Testamentary 16120001752?
Warren Mitchell Testamentary 16120001752 reported $293K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
Where does Warren Mitchell Testamentary 16120001752 operate?
Warren Mitchell Testamentary 16120001752 has awarded grants in Vermont.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Warren Mitchell Testamentary 16120001752 by hand.
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