//
Also known as: CHARITABLE FOUNDATION TRUST
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Walter And Clitheroe Engel Charitable Foundation Trust is a private trust based in HOLYOKE, MA. The foundation received its IRS ruling in 2003. The principal officer is Greenbaum Rowe. It holds total assets of $2.5M. Annual income is reported at $990K. Total assets have grown from $100 in 2011 to $2.5M in 2024. The foundation is governed by 3 officers and trustees. Payments to charitable organizations in accordance with the foundation's charitable purpose. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in New York and Massachusetts. According to available records, Walter And Clitheroe Engel Charitable Foundation Trust has made 77 grants totaling $522K, with a median grant of $8K. Annual giving has grown from $34K in 2021 to $176K in 2023. Grantmaking activity was highest in 2022 with $312K distributed across 44 grants. Individual grants have ranged from $4K to $8K, with an average award of $7K. The foundation has supported 26 unique organizations. The foundation primarily supports organizations in New York, Massachusetts, Connecticut, which account for 95% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$4K
Average Grant
$4K
Largest Grant
$4K
Based on 9 grants from the most recent 990-PF filing.
Payments to charitable organizations in accordance with the foundation's charitable purpose.
Expenses: $34K
Payments to charitable organizations in accordance with the foundation's charitable purpose. Based on available records, the foundation has funded 77 grants. Its grantmaking reaches organizations primarily in NY, MA, CT.
Walter And Clitheroe Engel Charitable Foundation Trust has distributed a total of $522K across 77 grants. The median grant size is $8K, with an average of $7K. Individual grants have ranged from $4K to $8K.
Walter And Clitheroe Engel Charitable Foundation Trust typically selects its grantees rather than accepting unsolicited proposals. The application deadline is NO DEADLINE. No restrictions.
Walter And Clitheroe Engel Charitable Foundation Trust is headquartered in HOLYOKE, MA. While based in MA, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Peter H Engel | TRUSTEE | $0 | $0 | N/A |
| Stephen Engel | TRUSTEE | $0 | $0 | N/A |
| Dean Engel | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$2.5M
Fair Market Value
N/A
Net Worth
$2.5M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
77
Total Giving
$522K
Average Grant
$7K
Median Grant
$8K
Unique Recipients
26
Most Common Grant
$8K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Covenant HouseGENERAL | New York, NY | $8K | 2023 |
| Bardavonhudson Valley PhilGENERAL | Poughkeepsie, NY | $8K | 2023 |
| Childrens Home Of PoughkeepsieGENERAL | Poughkeepsie, NY | $8K | 2023 |
| Comm Fdn Of Hudson ValleyGENERAL | Kingston, NY | $8K | 2023 |
| Dutchess OutreachGENERAL | Poughkeepsie, NY | $8K | 2023 |
| Fdn For Vassar Brothers MedicalGENERAL | Poughkeepsie, NY | $8K | 2023 |
| The June And Aaron Gillespie ForumGENERAL | Poughkeepsie, NY | $8K | 2023 |
| Unitarian Universalist FellGENERAL | Boston, MA | $8K | 2023 |
| Wesleyan Univ Offic Of AdvanGENERAL | Middletown, CT | $8K | 2023 |
| Packer Collegiate InstituteGENERAL | Brooklyn, NY | $8K | 2023 |
| Poly Prep Country Day SchoolGENERAL | Brooklyn, NY | $8K | 2023 |
| National Philanthropic TrustGENERAL | Jenkinstown, PA | $8K | 2023 |
| Hudson Valley Hospice FoundationGENERAL | Poughkeepsie, NY | $8K | 2023 |
| Meals On WheelsGENERAL | Woodstock, NY | $8K | 2023 |
| Mental Health Of America Of DutchesGENERAL | Poughkeepsie, NY | $8K | 2023 |
| Planned ParenthoodGENERAL | Poughkeepsie, NY | $8K | 2023 |
| Save The ChildrenGENERAL | New York, NY | $8K | 2023 |
| Unitarian Universalist AssociationGENERAL | Kingston, NY | $8K | 2023 |
| Tanglewood Boston SymphonyGENERAL | Boston, MA | $4K | 2023 |
| First Unitarian ChurchGENERAL | Brooklyn, NY | $4K | 2023 |
| Mowglis School Of The OpenGENERAL | Hebron, NH | $4K | 2023 |
| Unitarian Universalist ServiceGENERAL | Cambridge, MA | $4K | 2023 |
| The Pilgram John Howland SocietyGENERAL | Bridgewater, MA | $4K | 2023 |
| The Eleanor Roosevelt CenterGENERAL | Hyde Park, NY | $4K | 2023 |
| Unitarian Univerfsalist FellGENERAL | Boston, MA | $8K | 2022 |