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Grace H Westerfield Trust Uw is a private trust based in CAMDEN, ME. The foundation received its IRS ruling in 1997. The principal officer is % James G Elliott Trustee. It holds total assets of $396K. Annual income is reported at $181K. IN ACCORDANCE WITH THE WILL OF THE DECEDENT, INCOME EARNED ON THE INITIAL INVESTMENT ESTABLISHED BY THE WILL IS DISTRIBUTED IN EQUAL MEASURE TO 3 LOCAL ORGANIZATIONS: CAMDEN HEALTH CARE CENTER/QUARRY HILL (FORMERLY CAMDEN COMMUNITY HOSPITAL); CAMDEN PUBLIC LIBRARY OF CAMDEN, MAINE; AND PEN BAY WALDO HEALTHCARE FOUNDATION (FORMERLY KNOX COUNTY GENERAL HOSPITAL). THE DISTRIBUTIONS TO ALL THREE ORGANIZATIONS ARE GIVEN TO FUND THE GENERAL OPERATIONS OF EACH ORGANIZATION. According to available records, Grace H Westerfield Trust Uw has made 12 grants totaling $77K, with a median grant of $7K. Annual giving has decreased from $21K in 2020 to $15K in 2023. Grantmaking activity was highest in 2022 with $41K distributed across 6 grants. Individual grants have ranged from $4K to $7K, with an average award of $6K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Maine. Contributions to this foundation are tax-deductible.
IN ACCORDANCE WITH THE WILL OF THE DECEDENT, INCOME EARNED ON THE INITIAL INVESTMENT ESTABLISHED BY THE WILL IS DISTRIBUTED IN EQUAL MEASURE TO 3 LOCAL ORGANIZATIONS: CAMDEN HEALTH CARE CENTER/QUARRY HILL (FORMERLY CAMDEN COMMUNITY HOSPITAL); CAMDEN PUBLIC LIBRARY OF CAMDEN, MAINE; AND PEN BAY WALDO HEALTHCARE FOUNDATION (FORMERLY KNOX COUNTY GENERAL HOSPITAL). THE DISTRIBUTIONS TO ALL THREE ORGANIZATIONS ARE GIVEN TO FUND THE GENERAL OPERATIONS OF EACH ORGANIZATION.
Expenses: $26K
IN ACCORDANCE WITH THE WILL OF THE DECEDENT, INCOME EARNED ON THE INITIAL INVESTMENT ESTABLISHED BY THE WILL IS DISTRIBUTED IN EQUAL MEASURE TO 3 LOCAL ORGANIZATIONS: CAMDEN HEALTH CARE CENTER/QUARRY HILL (FORMERLY CAMDEN COMMUNITY HOSPITAL); CAMDEN PUBLIC LIBRARY OF CAMDEN, MAINE; AND PEN BAY WALDO HEALTHCARE FOUNDATION (FORMERLY KNOX COUNTY GENERAL HOSPITAL). THE DISTRIBUTIONS TO ALL THREE ORGANIZATIONS ARE GIVEN TO FUND THE GENERAL OPERATIONS OF EACH ORGANIZATION. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in ME.
Grace H Westerfield Trust Uw has distributed a total of $77K across 12 grants. The median grant size is $7K, with an average of $6K. Individual grants have ranged from $4K to $7K.
Grace H Westerfield Trust Uw typically selects its grantees rather than accepting unsolicited proposals.
Grace H Westerfield Trust Uw is headquartered in CAMDEN, ME.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Rendle A Jones | TRUSTEE | $5K | $0 | $5K |
Total Giving
$22K
Total Assets
$360K
Fair Market Value
$523K
Net Worth
$360K
Grants Paid
$15K
Contributions
$0
Net Investment Income
$8K
Distribution Amount
$23K
Total: $199K
Total Grants
12
Total Giving
$77K
Average Grant
$6K
Median Grant
$7K
Unique Recipients
3
Most Common Grant
$7K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Camden Health Care Centerquarry HiGENERAL OPERATIONS | Belfast, ME | $6K | 2023 |
| Camden Public LibraryGENERAL OPERATIONS | Cameden, ME | $6K | 2023 |
| Pen Bay Waldo Healthcare FoundationGENERAL OPERATIONS | Belfast, ME | $4K | 2023 |
CAMDEN, ME
CAMDEN, ME
MURRAY, KY
CAMDEN, ME
| 2017 | 990PF | View |
| 2016 | 990PF | View |
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