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.
Warren S Mitchell Testamentary Trust B at a glance
In short: Warren S Mitchell Testamentary Trust B gave $15K across 2 grants in 2022 (avg $8K), mostly in Vermont. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $15,446
- -74.2% vs 2021
- Grants made (2022)
- 2
- +0.0% vs 2021
- Average grant
- $7,723
- -74.2% vs 2021
- Median grant
- $7,723
- Total assets
- $225,807
- -5.2% vs 2021
- Primary geography
- Vermont (100% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated September 2026.
Who Warren S Mitchell Testamentary Trust B funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2022
The largest 2022 recipient was North Country Hospital & Health ($8K). Together the top 2 received $15K.
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2022 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2022, annual grant giving ranged from $15K (2022) to $60K (2021). In 2022 it made 2 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| North Country Hospital & Health Newport, VT | General Support | $7,723 |
| United Church of Newport Newport, VT | General Support | $7,723 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2022 | $225,807 | $8,731 | $21,033 | $15,446 | 2 | $16,736 | $6,091 | $13,413 |
| 2021 | $238,175 | $52,358 | $68,286 | $59,822 | 2 | $61,256 | $49,253 | $14,809 |
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.
Leadership & Key People
Officers and directors from IRS filings
Warren S Mitchell Testamentary Trust B is led by Community Financial Services Group, Trustee on every filing since 2021 — the only officer listed, and compensated.
Officers on the 2022 filing
Community Financial Services Group
Trustee
On filings since 2021
$4K (2021) → $3K (2022)
Data from IRS Form 990 filings, 2021–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
The highest reported compensation on the 2022 filing was $3K, to Community Financial Services Group (Trustee).
Frequently asked questions about Warren S Mitchell Testamentary Trust B
How much does Warren S Mitchell Testamentary Trust B give each year?
Warren S Mitchell Testamentary Trust B gave $15K across 2 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $60K across 2 grants.
How large is Warren S Mitchell Testamentary Trust B?
Warren S Mitchell Testamentary Trust B reported $226K in total assets on its 2022 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
Where does Warren S Mitchell Testamentary Trust B operate?
Warren S Mitchell Testamentary Trust B has awarded grants in Vermont.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2022
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