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Isabel L Makepeace 1985 Trust Ua 130-1174600 is a private corporation based in MANCHESTER, NH. The foundation received its IRS ruling in 2004. The principal officer is Banknorth Investments Management. It holds total assets of $8M. Annual income is reported at $1.6M. Total assets have grown from $6.6M in 2011 to $8.3M in 2023. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Massachusetts and Indiana. According to available records, Isabel L Makepeace 1985 Trust Ua 130-1174600 has made 21 grants totaling $1.6M, with a median grant of $55K. Annual giving has decreased from $1.1M in 2022 to $457K in 2023. Individual grants have ranged from $23K to $137K, with an average award of $74K. The foundation has supported 7 unique organizations. Grants have been distributed to organizations in Massachusetts and Indiana. Contributions to this foundation are tax-deductible.
Smallest Grant
$22K
Median Grant
$44K
Average Grant
$62K
Largest Grant
$109K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Isabel L Makepeace 1985 Trust Ua 130-1174600 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 21 grants. Its grantmaking reaches organizations primarily in MA, IN.
Isabel L Makepeace 1985 Trust Ua 130-1174600 has distributed a total of $1.6M across 21 grants. The median grant size is $55K, with an average of $74K. Individual grants have ranged from $23K to $137K.
Isabel L Makepeace 1985 Trust Ua 130-1174600 typically selects its grantees rather than accepting unsolicited proposals.
Isabel L Makepeace 1985 Trust Ua 130-1174600 is headquartered in MANCHESTER, NH. While based in NH, the foundation distributes grants to organizations across 2 states.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$569K
Total Assets
$8.3M
Fair Market Value
$9.1M
Net Worth
$8.3M
Grants Paid
$457K
Contributions
N/A
Net Investment Income
$2.7M
Distribution Amount
$397K
Total: $8.1M
Total Grants
21
Total Giving
$1.6M
Average Grant
$74K
Median Grant
$55K
Unique Recipients
7
Most Common Grant
$27K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Congregational ChurchGENERAL SUPPORT | Williamstown, MA | $114K | 2023 |
| Williams College Alumni FundGENERAL SUPPORT | Williamstown, MA | $114K | 2023 |
| Perkins School For The BlindGENERAL SUPPORT | Watertown, MA | $91K | 2023 |
| Pine Cobble School IncGENERAL SUPPORT | Williamstown, MA | $46K | 2023 |
| Williamstown Community ChestGENERAL SUPPORT | Williamstown, MA |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| $46K |
| 2023 |
| S & F Clark Art InstituteGENERAL SUPPORT | Williamstown, MA | $23K | 2023 |
| Girls IncorporatedGENERAL SUPPORT | Indianapolis, IN | $23K | 2023 |
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