Warren S Mitchell Testamentary Trust B

NEWPORT, VT EIN: 03-6052151

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.

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Newport

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$19K$38K$56K$75K20212022
Metric20222021
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

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$30K$45K$60K2 grants20212 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2022

NORTH COUNTRY HOSPITAL &…$8KUNITED CHURCH OF NEWPORT$8K

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

COMMUNITY FINANCIAL …TRUSTEE$3K

From 2022 filing

NameTitleHoursCompensation
COMMUNITY FINANCIAL SERVICES GROUPTRUSTEE$3,140

Related Funders

Similar funders by location and focus area

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

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