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Warren Mitchell Testamentary Trust B Charitable Fund is a private trust based in NEWPORT, VT. The foundation received its IRS ruling in 2019. The principal officer is Shellie Wright. It holds total assets of $220K. Annual income is reported at $89K. The foundation is governed by 1 officer or trustee. 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 2020 to 2023. According to available records, Warren Mitchell Testamentary Trust B Charitable Fund has made 6 grants totaling $89K, with a median grant of $8K. Annual giving has decreased from $60K in 2021 to $13K in 2023. Individual grants have ranged from $7K to $30K, with an average award of $15K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Vermont. 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.
Warren Mitchell Testamentary Trust B Charitable Fund primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in VT.
Warren Mitchell Testamentary Trust B Charitable Fund has distributed a total of $89K across 6 grants. The median grant size is $8K, with an average of $15K. Individual grants have ranged from $7K to $30K.
Warren Mitchell Testamentary Trust B Charitable Fund typically selects its grantees rather than accepting unsolicited proposals.
Warren Mitchell Testamentary Trust B Charitable Fund is headquartered in NEWPORT, VT.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Community Financial Services Group | TRUSTEE | $3K | $0 | $3K |
Total Giving
$18K
Total Assets
$223K
Fair Market Value
$269K
Net Worth
$223K
Grants Paid
$13K
Contributions
N/A
Net Investment Income
$12K
Distribution Amount
$13K
Total: $192K
Total Grants
6
Total Giving
$89K
Average Grant
$15K
Median Grant
$8K
Unique Recipients
2
Most Common Grant
$30K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| North Country Hospital & HealthGENERAL SUPPORT | Newport, VT | $7K | 2023 |
| United Church Of NewportGENERAL SUPPORT | Newport, VT | $7K | 2023 |
CRAFTSBURY CM, VT
STOWE, VT
MARLBORO, VT