Carrie L Lummus Tr Uw
BOSTON, MA EIN: 04-6016036
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$257K
+4.9% YoY
Annual Giving
$857
-93.5% YoY
Grant Count
1
-75.0% YoY
Avg Grant Size
$857
-73.9% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $256,757 | $244,699 | $237,336 |
| Revenue | $16,083 | $26,933 | $26,300 |
| Expenses | $7,210 | $19,392 | $20,609 |
| Qualifying Distributions | $4,122 | $16,172 | $17,362 |
| Net Investment Income | $12,996 | $24,048 | $23,319 |
| Distributable Amount | $16,236 | $13,887 | $14,068 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Carrie L Lummus Tr Uw fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EASTERN BANK TRUSTEE | TRUSTEE | 2 | $797 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $49K (100%)
States
Cities
Beverly
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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