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Sam W Lake Trust Uw Fbo is a private trust based in JOHNSTON, RI. The foundation received its IRS ruling in 1971. The principal officer is Citizens Bank. It holds total assets of $221K. Annual income is reported at $44K. Total assets have decreased from $286K in 2014 to $227K in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. According to available records, Sam W Lake Trust Uw Fbo has made 6 grants totaling $39K, with a median grant of $5K. Annual giving has decreased from $28K in 2022 to $11K in 2023. Individual grants have ranged from N/A to $14K, with an average award of $6K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in New Hampshire. Contributions to this foundation are tax-deductible.
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.
Sam W Lake Trust Uw Fbo is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in NH.
Sam W Lake Trust Uw Fbo has distributed a total of $39K across 6 grants. The median grant size is $5K, with an average of $6K. Individual grants have ranged from N/A to $14K.
Sam W Lake Trust Uw Fbo typically selects its grantees rather than accepting unsolicited proposals.
Sam W Lake Trust Uw Fbo is headquartered in JOHNSTON, RI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Citizens Bank | TRUSTEE | $5K | $0 | $5K |
Total Giving
$17K
Total Assets
$227K
Fair Market Value
$227K
Net Worth
$227K
Grants Paid
$11K
Contributions
N/A
Net Investment Income
$7K
Distribution Amount
$11K
Total Grants
6
Total Giving
$39K
Average Grant
$6K
Median Grant
$5K
Unique Recipients
2
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Town Of CanterburyUNRESTRICTED GIFT | Canterbury, NH | $11K | 2023 |
| Canterbury Center Sunday SchoolUNRESTRICTED GIFT | Canterbury, NH | N/A | 2023 |