Funder DirectoryCHARITABLE TRUST UNDER ARTICLE VII OF THE
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Private foundation (trust)EIN 476612483Est. 2017-04

CHARITABLE TRUST UNDER ARTICLE VII OF THE

JAMESTOWN, RI 02835

Accepts unsolicited proposals

Total Assets

$9.1M

FY 2024

Annual Giving

$415K

FY 2024

Grants Made

19

FY 2024

Avg Grant

$22K

FY 2024

Grant Range

$5K–$125K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$681K

Total Expenses

$525K

Qualifying Distributions

$482K

Distributable Amount

$445K

Min. Investment Return

$454K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

19 grants

Grant sizes from minimum $5K through median $10K to maximum $125K, 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

6 years

Giving over time from 2018 to 2024. Peak $612K in 2021. Hover bars for details.

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

Top Recipients

102 grants

Preservation Society of Newport County
$415K
5 grants
Rhode Island Community Foundation
$297K
1 grant
Elizabeth Park Conservancy
$290K
6 grants
Roger Williams Park Conservancy
$250K
6 grants
Audubon Society of Rhode Island
$125K
5 grants
Edgewood Waterfront Preservation Assn
$125K
5 grants
Pawtuxet Village Association
$125K
5 grants
Rose Island Lighthouse Foundation
$115K
6 grants

Grant Size Distribution

102 grants

<$10K
44
grants
$10–50K
52
grants
$50–250K
5
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

4 states

Rhode Island
$2.2M
87% of total
Connecticut
$290K
11% of total
New Hampshire
$25K
1% of total
Massachusetts
$10K
0% of total

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