William a Richardson Trust Ui
William a Richardson Trust Ui is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $435K in total assets. In 2025, it awarded 7 grants totaling $25K. Net investment income was $39K.
William a Richardson Trust Ui at a glance
In short: William a Richardson Trust Ui gave $25K across 7 grants in 2025 (avg $4K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,000
- -3.8% vs 2024
- Grants made (2025)
- 7
- -12.5% vs 2024
- Average grant
- $3,571
- +9.9% vs 2024
- Median grant
- $3,500
- Total assets
- $435,264
- +2.1% vs 2024
- Primary geography
- Massachusetts (88% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who William a Richardson Trust Ui funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Tufts University ($5K). Together the top 7 received $25K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How William a Richardson Trust Ui gives
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $23K (2020) to $28K (2021). In 2025 it made 7 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tufts University Medford, MA | Scholarship | $5,000 |
| Endicott College Beverly, MA | Scholarship | $4,000 |
| Smith College Northampton, MA | Scholarship | $3,500 |
| Merrimack College North Andover, MA | Scholarship | $3,500 |
| Bentley University Waltham, MA | Scholarship | $3,000 |
| Boston University Boston, MA | Scholarship | $3,000 |
| St John's University Jamaica, NY | Scholarship | $3,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $435,264 | $43,998 | $34,978 | $25,000 | 7 | $26,167 | $38,929 | $27,881 |
| 2024 | $426,514 | $24,313 | $35,961 | $26,000 | 8 | $30,597 | $19,599 | $26,757 |
| 2023 | $434,508 | $43,563 | $36,133 | $27,000 | 8 | $31,453 | $39,002 | $23,890 |
| 2022 | $426,426 | $35,950 | $36,158 | $25,666 | 8 | $30,165 | $31,260 | $24,393 |
| 2021 | $428,896 | $58,932 | $38,255 | $28,000 | 9 | $32,968 | $53,818 | $27,887 |
| 2020 | $408,087 | $38,308 | $31,627 | $22,500 | 10 | — | $33,666 | $24,458 |
Under IRS private-foundation payout rules, William a Richardson Trust Ui reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William a Richardson Trust Ui's only listed officer is Eastern Bank, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
Eastern Bank
Trustee
On filings since 2023
4 hrs/week
$1K (2023) → $1K (2025)
Former officers (1)
- Former: Eastern Bank Eastern Wealth Mgmt (2020–2022) — Trustee
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 $1K, to Eastern Bank (Trustee).
Frequently asked questions about William a Richardson Trust Ui
How much does William a Richardson Trust Ui give each year?
William a Richardson Trust Ui gave $25K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 8 grants.
What is William a Richardson Trust Ui's typical grant size?
William a Richardson Trust Ui's median grant in 2025 was $3,500, and its average grant was $3,571, across 7 grants on its 2025 IRS Form 990-PF.
Where does William a Richardson Trust Ui give grants?
William a Richardson Trust Ui gives mostly in Massachusetts: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (12%).
Does William a Richardson Trust Ui give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on William a Richardson Trust Ui's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (7 grants).
Who are William a Richardson Trust Ui's largest grantees?
William a Richardson Trust Ui's largest 2025 grantees include Tufts University ($5,000), Endicott College ($4,000) and Smith College ($3,500), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is William a Richardson Trust Ui?
William a Richardson Trust Ui reported $435K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is William a Richardson Trust Ui's EIN?
William a Richardson Trust Ui's EIN (Employer Identification Number) is 04-6045863. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 4, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
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