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Nathaniel Wheeler Trust Ua is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1999. The principal officer is Fleet National Bank. It holds total assets of $1.4M. Annual income is reported at $340K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of environment. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Massachusetts. According to available records, Nathaniel Wheeler Trust Ua has made 24 grants totaling $254K, with a median grant of $9K. The foundation has distributed between $59K and $68K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $68K distributed across 4 grants. Individual grants have ranged from $675 to $39K, with an average award of $11K. The foundation has supported 15 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$17K
Average Grant
$17K
Largest Grant
$33K
Based on 4 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.
Nathaniel Wheeler Trust Ua primarily funds organizations in the area of environment. Based on available records, the foundation has funded 24 grants. Its grantmaking reaches organizations primarily in MA.
Nathaniel Wheeler Trust Ua has distributed a total of $254K across 24 grants. The median grant size is $9K, with an average of $11K. Individual grants have ranged from $675 to $39K.
Beautification projects in and for the city of worcester.
Nathaniel Wheeler Trust Ua is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $21K | $0 | $21K |
Total Giving
$96K
Total Assets
$1.4M
Fair Market Value
$1.6M
Net Worth
$1.4M
Grants Paid
$67K
Contributions
N/A
Net Investment Income
$21K
Distribution Amount
$75K
Total Grants
24
Total Giving
$254K
Average Grant
$11K
Median Grant
$9K
Unique Recipients
15
Most Common Grant
$14K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Woosox Foundation IncUNRESTRICTED GENERAL | Worcester, MA | $14K | 2021 |
| Worcester County HorticulturalUNRESTRICTED GENERAL | Boylston, MA | $39K | 2023 |
| Worcester Garden ClubUNRESTRICTED GENERAL | Worcester, MA | $10K | 2023 |
| Unitarian Universalist ChurchUNRESTRICTED GENERAL | Worcester, MA | $5K | 2023 |
| Worcester Historical MuseumUNRESTRICTED GENERAL | Boylston, MA | $5K | 2023 |
| Worcester EducationalUNRESTRICTED GENERAL | Worcester, MA | $4K | 2023 |
| Regional Environmental CouncilUNRESTRICTED GENERAL | Worcester, MA | $3K | 2023 |
| Greater Worcester Land Trust IncUNRESTRICTED GENERAL | Worcester, MA | $2K | 2023 |
| Worcester Jewish Community CenterUNRESTRICTED GENERAL | Worcester, MA | $33K | 2022 |
| New Garden Park IncUNRESTRICTED GENERAL | Worcester, MA | $14K | 2021 |
| Park Spirit Of Worcester IncUNRESTRICTED GENERAL | Worcester, MA | $1K | 2021 |
| Ywca Central MassachusettsUNRESTRICTED GENERAL | Worcester, MA | $14K | 2020 |
| Worcester Center For Performing ArtsUNRESTRICTED GENERAL | Worcester, MA | $14K | 2020 |
| Worcester Public LibraryUNRESTRICTED GENERAL | Worcester, MA | $13K | 2020 |
| Colonel Timothy BigelowUNRESTRICTED GENERAL | Worcester, MA | $1K | 2020 |