Funder DirectoryCARRIE L LUMMUS TR UW
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Private foundation (trust)EIN 046016036Est. 1979-07

CARRIE L LUMMUS TR UW

BOSTON, MA 02110

Total Assets

$304K

FY 2023

Annual Giving

$13K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$3K

FY 2023

Grant Range

$3K–$3K

Typical

Deadlines

Applications

Programs & Activities

Program 1

Hospital/religious

Financial Snapshot

2023 filing

Total Revenue

$27K

Total Expenses

$19K

Qualifying Distributions

$16K

Distributable Amount

$14K

Min. Investment Return

$14K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $3K through median $3K to maximum $3K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $14K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

17 grants

SECOND CONGREGATIONAL CHURCH
$12K
4 grants
NORTHEAST HOSPITAL CORPORATION
$12K
4 grants
GIRDLER HOUSE INC
$11K
4 grants
BEVERLY YMCA
$9K
3 grants
YMCA OF THE NORTH SHORE
$3K
2 grants

Grant Size Distribution

17 grants

<$10K
17
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Massachusetts
$48K
100% of total

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CARRIE L LUMMUS TR UW — Grants, Financials & Contact | Grantivo