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David P Wheatland Char Trust is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 1994. The principal officer is % Acadia Management Co Inc.. It holds total assets of $13.4M. Annual income is reported at $2.9M. According to available records, David P Wheatland Char Trust has made 44 grants totaling $3.7M, with a median grant of $63K. Annual giving has decreased from $1.1M in 2020 to $358K in 2023. Grantmaking activity was highest in 2022 with $1.2M distributed across 16 grants. Individual grants have ranged from $5K to $263K, with an average award of $84K. The foundation has supported 15 unique organizations. The foundation primarily supports organizations in Massachusetts, Maine, Illinois, which account for 77% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
David P Wheatland Char Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 44 grants. Its grantmaking reaches organizations primarily in MA, ME, IL.
David P Wheatland Char Trust has distributed a total of $3.7M across 44 grants. The median grant size is $63K, with an average of $84K. Individual grants have ranged from $5K to $263K.
The application deadline is APPLICATIONS MAY BE SUBMITTED AT ANY TIME.. PREFERENCE IS GIVEN TO CHARITABLE ORGANIZATIONS THAT THE DONOR AND MEMBERS OF HIS FAMILY HAVE HISTORICALLY SUPPORTED, AS WELL AS REFERRALS MADE BY FAMILY MEMBERS. TO THE EXTENT THAT FUNDS ARE AVAILABLE, APPLICATIONS FROM OTHER ORGANIZATIONS ARE CONSIDERED.
David P Wheatland Char Trust is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Anne S Biglow | TRUSTEE | $0 | $0 | $0 |
| Rebecca Wheatland | TRUSTEE | $0 | $0 | $0 |
| Peter O Stauffer | TRUSTEE | $0 | $0 | $0 |
| Martha W Lunt | TRUSTEE | $0 | $0 | $0 |
| Melissa S Conover | TRUSTEE | $0 | $0 | $0 |
Total Giving
$448K
Total Assets
$13.5M
Fair Market Value
$14M
Net Worth
$13.5M
Grants Paid
$358K
Contributions
$0
Net Investment Income
$5.9M
Distribution Amount
$573K
Total: $11.1M
Total Grants
44
Total Giving
$3.7M
Average Grant
$84K
Median Grant
$63K
Unique Recipients
15
Most Common Grant
$75K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Peabody Essex MuseumREPAINTING OF THREE SEPARATE CEILINGS, GRAIN PAINTING OF THREE EXTERIOR DOORS, ADA COMPLIANCE AND FASIBILITY STUDY | Salem, MA | $75K | 2023 |
| Houghton LibrarySEVEN GIOVANNI DOMENICO CASSINI RARE WORKS | Cambridge, MA | $65K | 2023 |
| New England AquariumREPLACE THE RESCUE REHAB OZONE GENERATOR | Boston, MA | $60K | 2023 |
| Alder PlantariumPARTIAL STORAGE CABINET REPLACEMENT PROJECT | Chicago, IL | $50K | 2023 |
| Lovelane4 LARGE COMMERCIAL GRADE FANS, THERAPY MEETING ROOM | Lincoln, MA |
| $47K |
| 2023 |
| Mid Penninsula High SchoolDESIGN AND DEVELOPMENT AND CONSTRUCTION DOCUMENT PHASE FOR MAKERSPACE | Menlo Park, CA | $30K | 2023 |
| Penobscot Marine MuseumPAINTING OF TRIM OF THE DOUGLAS AND MARGARET CARVER MEMORIAL GALLERY AND STEPHEN PHILLIPS MEMORIAL LIBRARY, INSTALLATION OF THE ENTRY DOOR | Searsport, ME | $22K | 2023 |
| Snow Leopard TrustGENERAL USE | Seattle, WA | $10K | 2023 |
| Peace Ridge SanctuaryOUTFIT AND EQUIP THE MEDICAL BARN THAT IS CURRENTLY BEING CONSTRUCTED | Brooks, ME | $75K | 2022 |
| Courageous Sailing Center Of Boston IncPURCHASE OF ONE CRUISING BOAT AND ONE J80 | Charlestown, MA | $60K | 2022 |
| Loaves & Fishes Food Pantry - Ellsworth(1) PURCHASE AND INSTALLATION OF A GENERATOR TO SUPPORT FREEZERS AND COOLERS ($13,000) AND (2) PURCHASE AND INSTALLATION OF AN ADDITIONAL GENERATOR TO SUPPORT HEAT, COOLING, LIGHTS AND THE KITCHEN IN THE EVENT OF POWER LOSS ($4,000) | Ellsworth, ME | $17K | 2022 |
| Hanover Improvement Society(1) ENHANCED WASTE RECOVERY SYSTEM (2) REFRIGERATION ROOM VENTILATION SYSTEM (3) FIRE RATE INSULATION FOR TEH EQUIPMENT ROOM | Hanover, NH | $5K | 2022 |
| Collection Of Historical Scientific Instruments Harvard UniversityENVIRONMENTAL SYSTEM FOR CORE STORAGE AREA ($100,000.00); COLLECTIONS CARE PROJECT ($60,000.00); CONSERVATION STEWARDSHIP, URGENT CONSERVATION PROJECT ($30,000.00); COLLECTION FELLOWSHIP PROGRAM ($25,000.00); MULTIMEDIA AND OBJECT TEACHING STUDION ($5,000.00) | Cambridge, MA | $220K | 2021 |
| The Marine Mammal CenterPURCHASE OF POOL LIGHTING FOR THE MARINE MAMMAL POOL AND PEN | Sausalito, CA | $75K | 2020 |
| Church Of The RedeemerREPAIRS TO THE CHURCH BUILDING | Cincinnati, OH | $10K | 2020 |
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