Funder DirectoryWilliam P Wharton Trust UW Art 2(D)
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Private foundation (trust)EIN 046407797Est. 1977-07

William P Wharton Trust UW Art 2(D)

Boston, MA 02196

Accepts unsolicited proposals

Total Assets

$3.7M

FY 2023

Annual Giving

$127K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$13K

FY 2023

Grant Range

$10K–$15K

Typical

Deadlines

Preliminary grant applications are in …

Applications

Financial Snapshot

2023 filing

Total Revenue

$203K

Total Expenses

$185K

Qualifying Distributions

$149K

Distributable Amount

$165K

Min. Investment Return

$167K

Payout rate 90%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.90%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $10K through median $14K to maximum $15K, 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

5 years

Giving over time from 2019 to 2023. Peak $175K in 2020. Hover bars for details.

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

Top Recipients

60 grants

Kestrel Land Trust
$75K
4 grants
Massachusetts Audubon Society Inc
$53K
3 grants
American Friends of Canadian Nature
$45K
3 grants
Nature Trust of New Brunswick
$40K
3 grants
Green Mountain Conservancy
$30K
2 grants
Somerset Woods Trustees
$30K
2 grants
Trust for Public Land
$30K
2 grants
Manomet Inc
$27K
2 grants

Grant Size Distribution

60 grants

<$10K
22
grants
$10–50K
38
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Massachusetts
$324K
46% of total
Maine
$135K
19% of total
Vermont
$96K
14% of total
Connecticut
$63K
9% of total
New York
$45K
6% of total
New Hampshire
$23K
3% of total
Rhode Island
$10K
1% of total
Pennsylvania
$5K
1% of total

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William P Wharton Trust UW Art 2(D) — Grants, Financials & Contact | Grantivo