Warren S Mitchell Testamentary Trust B
Warren S Mitchell Testamentary Trust B is a private foundation, based in Newport, VT. IRS filing data is available from 2021 through 2022. As of 2022, the organization holds $226K in total assets. In 2022, it awarded 2 grants totaling $15K. Net investment income was $6K.
Key facts about Warren S Mitchell Testamentary Trust B
- EIN
- 03-6052151
- Latest 990 filing
- Form 990-PF, 2022
- Annual giving (2022)
- $15,446
- Grants made (2022)
- 2
- Average grant
- $7,723
- Median grant
- $7,723
- Total assets
- $225,807
- Primary geography
- Vermont (100% of itemized 2022 grant dollars)
Data from IRS Form 990-PF, 2022; updated September 2026.
How Warren S Mitchell Testamentary Trust B gives
- In 2022 it paid out 125% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Warren S Mitchell Testamentary Trust B
- How to evaluate Warren S Mitchell Testamentary Trust B as a funder
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Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
$226K
-5.2% YoY
Annual Giving
$15K
-74.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$8K
-74.2% YoY
Under IRS private-foundation payout rules, Warren S Mitchell Testamentary Trust B reported a distributable amount of $13K for 2022 — the minimum it must pay out in qualifying distributions.
About Warren S Mitchell Testamentary Trust B
Based on IRS filings
Warren S Mitchell Testamentary Trust B is a private foundation, based in Newport, VT. IRS filing data is available from 2021 through 2022. As of 2022, the organization holds $226K in total assets. In 2022, it awarded 2 grants totaling $15K. Net investment income was $6K.
Ready to take the next step with Warren S Mitchell Testamentary Trust B?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2022 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 |
|---|---|---|
| Total Assets | $225,807 | $238,175 |
| Revenue | $8,731 | $52,358 |
| Expenses | $21,033 | $68,286 |
| Qualifying Distributions | $16,736 | $61,256 |
| Net Investment Income | $6,091 | $49,253 |
| Distributable Amount | $13,413 | $14,809 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2022
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 2022
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest recipients include North Country Hospital & Health ($7,723), United Church of Newport ($7,723).
| Recipient | Purpose | Amount |
|---|---|---|
| NORTH COUNTRY HOSPITAL & HEALTH Newport, VT | GENERAL SUPPORT | $7,723 |
| UNITED CHURCH OF NEWPORT Newport, VT | GENERAL SUPPORT | $7,723 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Community Financial Services Group | Trustee | — | $3,140 |
Frequently Asked Questions
How large is Warren S Mitchell Testamentary Trust B?
As of 2022, Warren S Mitchell Testamentary Trust B holds $226K in total assets with $9K in annual revenue. It awarded 2 grants totaling $15K in 2022.
Where does Warren S Mitchell Testamentary Trust B operate?
Warren S Mitchell Testamentary Trust B has awarded grants in Vermont.
What size grants does Warren S Mitchell Testamentary Trust B award?
In 2022, Warren S Mitchell Testamentary Trust B awarded 2 grants totaling $15K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Warren S Mitchell Testamentary Trust B required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Warren S Mitchell Testamentary Trust B reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Warren S Mitchell Testamentary Trust B's EIN?
Warren S Mitchell Testamentary Trust B's EIN (Employer Identification Number) is 03-6052151. IRS Form 990 filing data is available on this page for 2021–2022.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.