Capen Charles a Succ Trust Uw
EIN 066074400Total Given 2016–2024
$59K
6 grants · $7K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$10K
typical small grants · $9K–$11K
grant size
100%
deep partner · 1/1 multi-year
repeat
$274K
Assets (2024)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $8K | $223K | $3K | 1 |
| 2020 | $10K | $280K | $19K | 1 |
| 2021 | $11K | $302K | $54K | 1 |
| 2022 | $11K | $234K | $-6K | 1 |
| 2023 | $8K | $259K | $7K | 1 |
| 2024 | $11K | $274K | $25K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$8K
25th Pctl
$9K
Median
$10K
Average
$10K
75th Pctl
$11K
Maximum
$11K
Geographic Distribution
Officers & Directors
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| Card Home for the Aged Inc | Willimantic, CT | $11,497 | UNRESTRICTED GENERAL | 2022 |
| Card Home for the Aged Inc | Willimantic, CT | $10,985 | UNRESTRICTED GENERAL | 2021 |
| Card Home for the Aged Inc | Willimantic, CT | $10,624 | UNRESTRICTED GENERAL | 2024 |
| Card Home for the Aged Inc | Willimantic, CT | $9,519 | UNRESTRICTED GENERAL | 2020 |
| Card Home for the Aged Inc | Willimantic, CT | $8,238 | UNRESTRICTED GENERAL | 2016 |
| Card Home for the Aged Inc | Willimantic, CT | $8,173 | UNRESTRICTED GENERAL | 2023 |