Zacharias James Trust Uw
Zacharias James Trust Uw is a private foundation, based in Plymouth, MA. IRS filing data is available from 2019 through 2023. In 2023, it awarded 1 grant totaling $428K. Net investment income was $5K.
Zacharias James Trust Uw at a glance
In short: Zacharias James Trust Uw gave $428K across 1 grant in 2023 (avg $428K), mostly in Massachusetts. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $428,328
- +1559.9% vs 2022
- Grants made (2023)
- 1
- +0.0% vs 2022
- Average grant
- $428,328
- +1559.9% vs 2022
- Median grant
- $428,328
- Primary geography
- Massachusetts (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Zacharias James Trust Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was St Demetrios Greek Orthodox Church ($428K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
States
Cities
How Zacharias James Trust Uw gives
- Giving grew 1543% from 2020 to 2023. Method
- In 2023 it paid out well above 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 2019 to 2023, annual grant giving ranged from $25K (2019) to $428K (2023). In 2023 it made 1 grant totaling $428K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Demetrios Greek Orthodox Church Fall River, MA | Religious | $428,328 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $8,070 | $432,562 | $428,328 | 1 | $430,017 | $5,406 | $19,805 |
| 2022 | $424,492 | $5,641 | $31,921 | $25,805 | 1 | $28,107 | $7,088 | $22,514 |
| 2021 | $450,984 | $21,658 | $36,677 | $30,436 | 1 | $32,899 | $17,612 | $25,020 |
| 2020 | $466,206 | $15,669 | $32,490 | $26,065 | 1 | — | $11,098 | $24,271 |
| 2019 | $484,138 | $17,961 | $30,893 | $24,751 | 1 | — | $13,025 | $24,966 |
Under IRS private-foundation payout rules, Zacharias James Trust Uw reported a distributable amount of $20K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Zacharias James Trust Uw's only listed officer is Plimoth Investment Advisors, Trustee on every filing since 2019 (compensated).
Officers on the 2023 filing
Plimoth Investment Advisors
Trustee
On filings since 2019
1 hr/week
$5K (2019) → $3K (2023)
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $3K, to Plimoth Investment Advisors (Trustee).
Frequently asked questions about Zacharias James Trust Uw
How much does Zacharias James Trust Uw give each year?
Zacharias James Trust Uw gave $428K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $26K across 1 grant.
Where does Zacharias James Trust Uw operate?
Zacharias James Trust Uw has awarded grants in Massachusetts.
How much is Zacharias James Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Zacharias James Trust Uw reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Zacharias James Trust Uw's EIN?
Zacharias James Trust Uw's EIN (Employer Identification Number) is 57-6203282. IRS Form 990 filing data is available on this page for 2019–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- IRS filings on file for fiscal years 2020–2023
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