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Elizabeth Whittemore Charitable Trust is a private corporation based in FITCHBURG, MA. The foundation received its IRS ruling in 2001. The principal officer is Erb & Southcotte. It holds total assets of $1.5M. Annual income is reported at $172K. Total assets have decreased from $2.6M in 2011 to $1.6M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Massachusetts and New Hampshire. According to available records, Elizabeth Whittemore Charitable Trust has made 24 grants totaling $1.1M, with a median grant of $28K. The foundation has distributed between $253K and $286K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $286K distributed across 6 grants. Individual grants have ranged from $25K to $143K, with an average award of $45K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in Massachusetts and New Hampshire. Contributions to this foundation are tax-deductible.
Smallest Grant
$25K
Median Grant
$25K
Average Grant
$42K
Largest Grant
$127K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Elizabeth Whittemore Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 24 grants. Its grantmaking reaches organizations primarily in MA, NH.
Elizabeth Whittemore Charitable Trust has distributed a total of $1.1M across 24 grants. The median grant size is $28K, with an average of $45K. Individual grants have ranged from $25K to $143K.
Elizabeth Whittemore Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Elizabeth Whittemore Charitable Trust is headquartered in FITCHBURG, MA. While based in MA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David G Southcotte Sr | TRUSTEE | $13K | $0 | $13K |
| Elisha W Erb | TRUSTEE | $13K | $0 | $13K |
Total Giving
$307K
Total Assets
$1.6M
Fair Market Value
$5.5M
Net Worth
$1.6M
Grants Paid
$279K
Contributions
N/A
Net Investment Income
$149K
Distribution Amount
$267K
Total: $1.1M
Total Grants
24
Total Giving
$1.1M
Average Grant
$45K
Median Grant
$28K
Unique Recipients
6
Most Common Grant
$25K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ymca Of Central MassachusettsUNRESTRICTED | Worcester, MA | $140K | 2023 |
| The Salvation ArmyUNRESTRICTED | Fitchburg, MA | $28K | 2023 |
| United Way Of North Central MaUNRESTRICTED | Fitchburg, MA | $28K | 2023 |
| Rollstone Congregational ChurchUNRESTRICTED | Fitchburg, MA | $28K | 2023 |
| Crotched Mountain FoundationUNRESTRICTED | Manchester, NH | $28K | 2023 |
| Christ Episcopal ChurchUNRESTRICTED | Fitchburg, MA | $28K | 2023 |