William a Morse Fund Trust Uw Xxx-xx-xxxx

MANCHESTER, NH EIN: 03-6004778

William a Morse Fund Trust Uw Xxx-xx-xxxx is a private foundation, based in MANCHESTER, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $249K in total assets. In 2024, it awarded 1 grants totaling $14K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$249K

-1.1% YoY

Annual Giving

$14K

+36.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$14K

+36.2% YoY

Under IRS private-foundation payout rules, William a Morse Fund Trust Uw Xxx-xx-xxxx reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About William a Morse Fund Trust Uw Xxx-xx-xxxx

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Vermont $60K (100%)

States

Vermont

Cities

Brattleboro

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$248,975	$251,688	$281,968
Revenue	$17,761	$-13,608	$15,078
Expenses	$20,544	$16,677	$17,276
Qualifying Distributions	$16,058	$12,163	$12,279
Net Investment Income	$9,713	$2,722	$10,331
Distributable Amount	$17,003	$12,797	$13,482

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Residents and charities located in ($14,439).

Recipient	Purpose	Amount
Residents and charities located in Brattleboro, VT	ASSISTANCE TO NEEDY	$14,439

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is William a Morse Fund Trust Uw Xxx-xx-xxxx?

As of 2024, William a Morse Fund Trust Uw Xxx-xx-xxxx holds $249K in total assets with $18K in annual revenue. It awarded 1 grants totaling $14K in 2024.

Where does William a Morse Fund Trust Uw Xxx-xx-xxxx operate?

William a Morse Fund Trust Uw Xxx-xx-xxxx has awarded grants in Vermont.

What size grants does William a Morse Fund Trust Uw Xxx-xx-xxxx award?

In 2024, William a Morse Fund Trust Uw Xxx-xx-xxxx awarded 1 grants totaling $14K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is William a Morse Fund Trust Uw Xxx-xx-xxxx required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William a Morse Fund Trust Uw Xxx-xx-xxxx reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William a Morse Fund Trust Uw Xxx-xx-xxxx's EIN?

William a Morse Fund Trust Uw Xxx-xx-xxxx's EIN (Employer Identification Number) is 03-6004778. IRS Form 990 filing data is available on this page for 2020–2024.