Ada Bacon Trust Uw

BOSTON, MA EIN: 23-7425266

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$1.2M

+5.4% YoY

Annual Giving

$95K

+5.6% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$32K

+5.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$49K$98K$148K$197K20202021202220232024
Metric202420232022
Total Assets$1,150,312$1,091,186$1,153,811
Revenue$179,005$52,455$141,424
Expenses$120,631$114,876$120,928
Qualifying Distributions$109,426$102,893$109,765
Net Investment Income$167,800$42,181$131,566
Distributable Amount$100,994$93,462$93,109

Giving Over Time

Total grant dollars and number of grants per year

$0$26K$51K$77K$102K5 grants20204 grants20214 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

NVNA AND HOSPICE FOUNDAT…$40KWELLSPRING$35KSOUTH SHORE HEALTH SYSTE…$20K

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Ada Bacon Trust Uw fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MICHAEL J PUZOTRUSTEE$6KJOSEPH L BIERWIRTHTRUSTEE$6K

From 2024 filing

NameTitleHoursCompensation
MICHAEL J PUZOTRUSTEE0.5$6,225
JOSEPH L BIERWIRTHTRUSTEE0.5$6,224

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

Cities

HullNorwellQuincySouth Weymouth

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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