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Massachusetts · Private foundation

Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees

Its FY2025 filing reports that it accepted unsolicited grant applications.

$11k
Granted FY2024(still arriving)
1
Grants FY2024
1
Organizations funded FY2023
100%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$11,493
Largest grant, FY2024
$11,493
Organizations funded a year
1 to 1
FY2020 to FY2023
States reached, FY2024
1
Total assets, FY2024
$363k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 100% of the organizations Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees funded were first-time grantees, receiving 100% of its grant dollars.

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $19k went to new ones.

50%100%’21’22’23
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving1$11k0%
FY20231$19k100%
FY20221$15k100%
FY20211$16k0%
FY20201$18kn/a
86% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Human Services$61kPhilanthropy$33kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
The William L Tarr Charitable Trust Peter Berdon Trustee$33,1822n/a

Plus 2 recipients with no EIN on record ($46k), not named here.

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Warm introductions · Powered by PlinthPlus

How do I get to Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees?

Find your warmest path to Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees

How much does Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees give?
Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees reported 1 grants totaling $11,493 in its FY2024 IRS filing. It funded between 1 and 1 organizations a year over FY2020 to FY2023.
What does Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees fund?
By grant dollars over FY2020 to FY2024, its largest causes are Human Services (56%), Philanthropy (30%).
Who are Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees's largest grantees?
By total granted over FY2020 to FY2024: The William L Tarr Charitable Trust Peter Berdon Trustee ($33k).
Does Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees fund new organizations?
In FY2023, 100% of the organizations it funded were first-time grantees.
Does Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Where is Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees based?
Trust Uw Henry Farnam Jaclyn O'Leary Et Al Trustees is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 3 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports $15k of grant expense with no grantee named in the published copy. A private foundation itemizes every grant it makes, so a return carrying none has filed its list as an attachment that the public copy does not include. The figures above are therefore from FY2024, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

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