Funder DirectoryTHE WESTERVELT CHARITABLE TRUST
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Private foundation (trust)EIN 597270530Est. 2009-02

THE WESTERVELT CHARITABLE TRUST

WASHINGTON, DC 20002

Total Assets

$1.7M

FY 2024

Annual Giving

$71K

FY 2024

Grants Made

23

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$300–$10K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$44K

Total Expenses

$84K

Qualifying Distributions

$83K

Distributable Amount

$85K

Min. Investment Return

$86K

Undistributed Income

$36K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

23 grants

Grant sizes from minimum $300 through median $1K to maximum $10K, 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

4 years

Giving over time from 2020 to 2024. Peak $71K in 2024. Hover bars for details.

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

Top Recipients

85 grants

PHILLIPS COLLECTION
$40K
4 grants
SPREAD THE VOTE
$40K
4 grants
CAMBRIDGE IN AMERICA
$35K
4 grants
PLANNED PARENTHOOD
$29K
4 grants
YORKIST HISTORY TRUST
$16K
2 grants
CABOT COMMUNITY ASSOC
$16K
4 grants
N STREET VILLAGE INC
$12K
4 grants
HARBOR CAMPS
$10K
3 grants

Grant Size Distribution

85 grants

<$10K
84
grants
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

District of Columbia
$86K
37% of total
New York
$46K
20% of total
California
$41K
18% of total
Florida
$21K
9% of total
Vermont
$21K
9% of total
Illinois
$8K
3% of total
Iowa
$4K
2% of total
Virginia
$2K
1% of total
Texas
$1K
1% of total
Massachusetts
$1K
0% of total

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THE WESTERVELT CHARITABLE TRUST — Grants, Financials & Contact | Grantivo