//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
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. The foundation is governed by 1 officer or trustee. Hospital/religious. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Massachusetts. 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.
Smallest Grant
$2K
Median Grant
$2K
Average Grant
$2K
Largest Grant
$2K
Based on 4 grants from the most recent 990-PF filing.
Hospital/religious
Hospital/religious. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in MA.
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.
Carrie L Lummus Trust Uw Naumkeag Trust Co Trust typically selects its grantees rather than accepting unsolicited proposals.
Carrie L Lummus Trust Uw Naumkeag Trust Co Trust is headquartered in BOSTON, MA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Eastern Bank Trustee | TRUSTEE | $723 | $0 | $723 |
Total Giving
$19K
Total Assets
$245K
Fair Market Value
$304K
Net Worth
$245K
Grants Paid
$13K
Contributions
N/A
Net Investment Income
$24K
Distribution Amount
$14K
Total Grants
12
Total Giving
$36K
Average Grant
$3K
Median Grant
$3K
Unique Recipients
5
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| 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 |