BOSTON, MA

Carrie L Lummus Trust Uw Naumkeag Trust Co Trust

Quick Facts

EIN: 046016036
Location: BOSTON, MA
Phone: (781) 581-4222
Category: General
Total Assets: $257K
Annual Income: $148K
IRS Ruling Year: 1979
Organization Type: Non-Operating Foundation
Tax Deductibility: Contributions are deductible

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About This Foundation

Carrie L Lummus Trust Uw Naumkeag Trust Co Trust is a private corporation based in BOSTON, MA. The foundation received its IRS ruling in 1979. It holds total assets of $257K. Annual income is reported at $148K. HOSPITAL/RELIGIOUS. According to available records, Carrie L Lummus Trust Uw Naumkeag Trust Co Trust has made 12 grants totaling $36K, with a median grant of $3K. Annual giving has grown from $9K in 2020 to $13K in 2023. Grantmaking activity was highest in 2022 with $14K distributed across 4 grants. Individual grants have ranged from $2K to $4K, with an average award of $3K. The foundation has supported 5 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.

Application Information

Preselected OnlyThis foundation typically selects grantees rather than accepting unsolicited proposals.

Programs & Activities

HOSPITAL/RELIGIOUS

Frequently Asked Questions

What does Carrie L Lummus Trust Uw Naumkeag Trust Co Trust fund?

HOSPITAL/RELIGIOUS. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in MA.

How much does Carrie L Lummus Trust Uw Naumkeag Trust Co Trust give in grants?

Carrie L Lummus Trust Uw Naumkeag Trust Co Trust has distributed a total of $36K across 12 grants. The median grant size is $3K, with an average of $3K. Individual grants have ranged from $2K to $4K.

How do I apply for a grant from Carrie L Lummus Trust Uw Naumkeag Trust Co Trust?

Carrie L Lummus Trust Uw Naumkeag Trust Co Trust typically selects its grantees rather than accepting unsolicited proposals.

Where is Carrie L Lummus Trust Uw Naumkeag Trust Co Trust located?

Carrie L Lummus Trust Uw Naumkeag Trust Co Trust is headquartered in BOSTON, MA.

Key People & Compensation (2023)

Name	Title	Compensation	Benefits	Total
Eastern Bank Trustee	TRUSTEE	$723	$0	$723

990 Tax Filings

Year	Return Type	PDF
2023	990PF	View
2022	990PF	View
2021	990PF	View
2020	990PF

Research This Foundation

GuideStar / Candid ProPublica Nonprofit Explorer IRS Tax Exempt Status

Financial Overview

Total Giving

$19K

2023-6%

Total Assets

$245K

2023+3%

Fair Market Value

$304K

2023

Net Worth

$245K

2023

Grants Paid

$13K

2023

Contributions

2023

Net Investment Income

$24K

2023

Distribution Amount

$14K

2023

Total Giving by Year

Asset Growth

Revenue Over Time

Liabilities Over Time

Expense Breakdown (2023)

Revenue Sources (2023)

Capital Gains (Net): $20K
Dividends: $7K

Financial Details (2023)

Total Revenue: $27K
Total Expenses: $19K
Exempt Purpose Expenses: $16K
Required Distribution: $14K
Undistributed Income: $0
Total Liabilities: $1
Excise Tax: $334
Tax Due: $10

Foundation Classification (2023)

Operating FoundationNo

Grants to IndividualsNo

Non-Charity GrantsNo

Lobbying ActivityNo

Excess Business HoldingsNo

Grantmaking Insights

Total Grants

Total Giving

$36K

Average Grant

$3K

Median Grant

$3K

Unique Recipients

Most Common Grant

$3K

Grant Disbursements by Year

Grant Range

Min$2K

Max$4K

Median: $3K

Smallest grantLargest grant

Openness to New Grantees (2023)

of 2023 grantees were first-time recipients

Grant Size Distribution

Geographic Distribution of Grants

MA$36K (12)

Past Grantees

Recipient	Location	Amount	Year
Beverly YmcaCHARITABLE	Beverly, MA	$3K	2023
Northeast Hospital CorporationCHARITABLE	Beverly, MA	$3K	2023
Second Congregational ChurchCHARITABLE	Beverly, MA	$3K	2023
Girdler House IncCHARITABLE	Beverly, MA	$3K	2023
Ymca Of The North ShoreCHARITABLE	Beverly, MA	$2K	2020