Funder DirectoryTHE DUDLEY H AND SALLY S WILLIS
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Private foundation (trust)EIN 046719378Est. 1993-01

THE DUDLEY H AND SALLY S WILLIS

BOSTON, MA 02109

Total Assets

$2.2M

FY 2023

Annual Giving

$67K

FY 2023

Grants Made

37

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$500–$8K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$228K

Total Expenses

$100K

Qualifying Distributions

$92K

Distributable Amount

$97K

Min. Investment Return

$100K

Undistributed Income

$72K

Payout rate 95%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.95%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

37 grants

Grant sizes from minimum $500 through median $1K to maximum $8K, 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

3 years

Giving over time from 2020 to 2023. Peak $67K in 2023. Hover bars for details.

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

Top Recipients

75 grants

BOSTON SYMPHONY ORCHESTRA
$12K
2 grants
SHADY HILL SCHOOL
$10K
2 grants
CHATHAM HALL
$10K
2 grants
ST ANDREW'S EPISCOPAL CHURCH
$8K
1 grant
NEW ENGLAND AQUARIUM
$6K
2 grants
CHARLES RIVER SCHOOL
$5K
1 grant
THE TRUSTEES
$5K
1 grant
SHERBORN RURAL LAND FOUNDATION
$4K
2 grants

Grant Size Distribution

75 grants

<$10K
75
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Massachusetts
$101K
82% of total
Virginia
$12K
10% of total
Vermont
$7K
6% of total
New York
$2K
2% of total
Maine
$1K
1% of total

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THE DUDLEY H AND SALLY S WILLIS — Grants, Financials & Contact | Grantivo