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 2024. As of 2024, the organization holds $427K in total assets. In 2024, it awarded 8 grants totaling $26K. Net investment income was $20K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$427K
-1.8% YoY
Annual Giving
$26K
-3.7% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$3K
-3.7% YoY
Under IRS private-foundation payout rules, William a Richardson Trust Ui reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.
About William a Richardson Trust Ui
Based on IRS filings
William a Richardson Trust Ui is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $427K in total assets. In 2024, it awarded 8 grants totaling $26K. Net investment income was $20K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $426,514 | $434,508 | $426,426 |
| Revenue | $24,313 | $43,563 | $35,950 |
| Expenses | $35,961 | $36,133 | $36,158 |
| Qualifying Distributions | $30,597 | $31,453 | $30,165 |
| Net Investment Income | $19,599 | $39,002 | $31,260 |
| Distributable Amount | $26,757 | $23,890 | $24,393 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Smith College ($3,500), Merrimack College ($3,500), University of Massachusetts - Boston ($3,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Bentley University Waltham, MA | SCHOLARSHIP | $3,000 |
| SMITH COLLEGE NORTHAMPTON, MA | SCHOLARSHIP | $3,500 |
| Boston University Boston, MA | SCHOLARSHIP | $3,000 |
| TUFTS UNIVERSITY MEDFORD, MA | SCHOLARSHIP | $3,000 |
| MERRIMACK COLLEGE NORTH ANDOVER, MA | SCHOLARSHIP | $3,500 |
| University of Massachusetts - Boston Boston, MA | SCHOLARSHIP | $3,500 |
| St John's University Jamaica, NY | SCHOLARSHIP | $3,000 |
| University of Massachusetts - Amherst Amherst, MA | SCHOLARSHIP | $3,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EASTERN BANK | TRUSTEE | 4 | $1,318 |
Frequently Asked Questions
How large is William a Richardson Trust Ui?
As of 2024, William a Richardson Trust Ui holds $427K in total assets with $24K in annual revenue. It awarded 8 grants totaling $26K in 2024.
Where does William a Richardson Trust Ui operate?
William a Richardson Trust Ui has awarded grants in Connecticut, Indiana, Massachusetts, Maine, New Hampshire, New York, Ohio.
What size grants does William a Richardson Trust Ui award?
In 2024, William a Richardson Trust Ui awarded 8 grants totaling $26K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is William a Richardson Trust Ui required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William a Richardson Trust Ui reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.