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William P Wharton Trust Uw Art 2d is a private association based in BOSTON, MA. The foundation received its IRS ruling in 1977. The principal officer is Choate Hall Stew. It holds total assets of $3.8M. Annual income is reported at $1.7M. The foundation is governed by 2 officers and trustees. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Massachusetts, Connecticut and Vermont. According to available records, William P Wharton Trust Uw Art 2d has made 50 grants totaling $629K, with a median grant of $15K. The foundation has distributed between $140K and $175K annually from 2020 to 2023. Grantmaking activity was highest in 2021 with $175K distributed across 13 grants. Individual grants have ranged from $3K to $30K, with an average award of $13K. The foundation has supported 38 unique organizations. The foundation primarily supports organizations in Massachusetts, Maine, Vermont, which account for 70% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$15K
Average Grant
$13K
Largest Grant
$30K
Based on 12 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.
William P Wharton Trust Uw Art 2d is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 50 grants. Its grantmaking reaches organizations primarily in MA, ME, VT.
William P Wharton Trust Uw Art 2d has distributed a total of $629K across 50 grants. The median grant size is $15K, with an average of $13K. Individual grants have ranged from $3K to $30K.
The application deadline is Preliminary grant applications are due March 15 (Spring Grants) and September 15 (Fall Grants). Grants from the Wharton Trust are usually one-time awards for amounts up to, but no larger than, $15,000. However, the Trustees and Advisors are willing to make larger multi-year grants for important acquisitions of land for conservation purposes. The Trust only makes grants to organizations as described in paragraph (1) or (2) of Section 509(a) of the Internal Revenue Code (i.e., a publicly supported charity or a governmental unit). The Trust does not make grants to individuals or organizations classified as a private foundation. An application form is available on the foundation's website.
William P Wharton Trust Uw Art 2d is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| John M Cornish | Trustee | $0 | $0 | N/A |
| Thomas Hp Whitney Jr | Trustee | $0 | $0 | N/A |
Total Giving
$210K
Total Assets
$3.1M
Fair Market Value
$3.1M
Net Worth
$3.1M
Grants Paid
$155K
Contributions
N/A
Net Investment Income
$44K
Distribution Amount
$154K
Total: $2.8M
Total Grants
50
Total Giving
$629K
Average Grant
$13K
Median Grant
$15K
Unique Recipients
38
Most Common Grant
$15K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Middlesex Land TrustGeneral | Middletown, CT | $15K | 2023 |
| Trust For Public LandGeneral | Montpelier, VT | $15K | 2023 |
| Manomet IncGeneral | Manomet, MA | $15K | 2023 |
| Nature Trust Of New BrunswickGeneral | Fredericton | $15K | 2023 |
| Essex County Green Belt Association IncGeneral | Essex, MA | $15K | 2023 |
| Kestrel Land TrustGeneral | Amherst, MA | $15K | 2023 |
| Wildlands Trust IncGeneral | Plymouth, MA | $12K | 2023 |
| Coastal Mountains Land TrustGeneral | Camden, ME | $10K | 2023 |
| East Quabbin Land TrustGeneral | Hardwick, MA | $10K | 2023 |
| Massachusetts Land Trust CoalitionGeneral | Sudbury, MA | $9K | 2023 |
| Society For The Protection Of New Hampshire ForestsGeneral | Concord, NH | $8K | 2023 |
| Worcester Polytechnic InstituteGeneral | Worcester, MA | $7K | 2023 |
| Ruffed Grouse Society & American Woodcock SocietyGeneral | Coraopolis, PA | $5K | 2023 |
| Friends Of The Blue Hills Charitable TrustGeneral | Milton, MA | $5K | 2023 |
| American Friends Of Canadian NatureGeneral | Buffalo, NY | $15K | 2022 |
| Massachusetts Audubon Society IncGeneral | Lincoln, MA | $15K | 2022 |
| Sudbury Valley TrusteesGeneral | Sudbury, MA | $15K | 2022 |
| Warren Land TrustGeneral | Warren, CT | $15K | 2022 |
| Putney Mountain AssociationGeneral | Putney, VT | $14K | 2022 |
| Berkshire Environmental Action TeamGeneral | Pittsfield, MA | $12K | 2022 |
| Connecticut Audubon SocietyGeneral | Sharon, CT | $8K | 2022 |
| New England Coastal Wildlife AllianceGeneral | Middleborough, MA | $3K | 2022 |
| Laudholm TrustGeneral | Wells, ME | $3K | 2022 |
| Midcoast ConservancyGeneral | Edgecomb, ME | $15K | 2021 |
| Francis Small Heritage TrustGeneral | Limerick, ME | $15K | 2021 |
| Green Mountain ConservancyGeneral | West Dummerston, VT | $15K | 2021 |
| Norfolk Land TrustGeneral | Norfolk, CT | $15K | 2021 |
| Great Works Regional Land TrustGeneral | South Berwick, ME | $15K | 2021 |
| Somerset Woods TrusteesGeneral | Skowhegan, ME | $15K | 2021 |
| Commonwealth Zoological CorporationGeneral | Boston, MA | $15K | 2021 |
| Maine Natural History ObservatoryGeneral | Gouldsboro, ME | $8K | 2021 |
| Windmill Hill Pinnacle AssociationGeneral | Athens, VT | $7K | 2021 |
| Franklin Land TrustGeneral | Shelburne Falls, MA | $15K | 2020 |
| Nova Scotia Nature TrustGeneral | Dartmouth | $15K | 2020 |
| Unity CollegeGeneral | Unity, ME | $15K | 2020 |
| Guilford Land Conservation TrustGeneral | Guilford, CT | $10K | 2020 |
| North County Land TrustGeneral | Leominster, MA | $8K | 2020 |
| Berkshire Natural Resources CouncilGeneral | Pittsfield, MA | $5K | 2020 |