Arcadia Charitable Trust
Arcadia Charitable Trust is a private foundation based in Wrentham, Massachusetts. Its 2024 filing reports grants to charitable organizations in several states, including Massachusetts, New York, California, Florida, and Texas.
Arcadia Charitable Trust at a glance
In short: Arcadia Charitable Trust gave $666K across 17 grants in 2024 (avg $39K), top state Massachusetts. 47% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $666,000
- +38.7% vs 2023
- Grants made (2024)
- 17
- +30.8% vs 2023
- Average grant
- $39,176
- +6.1% vs 2023
- Median grant
- $50,000
- Total assets
- $11,262,332
- +48.1% vs 2023
- New grantees (estimate)
- 47% first-time grantees (8 of 17, 2024; small sample)
- Primary geography
- Massachusetts (41% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Arcadia Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 186, Wrentham, MA 02093
Phone: (617) 733-3148
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Arcadia Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Orkeeswa Inc ($60K). Together the top 10 received $504K.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 52 grants of 74 (70%).
Geographic Focus
Where this funder awards grants
In 2024, 41% of grant dollars went to recipients in Massachusetts, 21% to New York, 15% to California, 9% to Florida, and 8% to Texas.
Grant Distribution by State
Share of 2024 grant dollars across all 17 itemized grants.
States
Cities
Is Arcadia Charitable Trust open to new grantees?
47%
first-time grantees, 2024
In 2024, 8 of 17 grantees (47%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $38K; repeat grants $40K. How we count
Medians: $47K first-time, $50K repeat.
- 47% of 2024 grantees were also funded in 2023. Method
- Giving grew 73% from 2021 to 2024. Method
- In 2024 it paid out 130% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $385K (2021) to $666K (2024). In 2024 it made 17 grants totaling $666K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Orkeeswa Inc Orlando, FL | Outreach programming | $60,000 |
| Helen Keller International New York, NY | The Gift Of Sight Program in Tanzania | $50,000 |
| Manasseh's Children (dba Ujamaa Africa) San Francisco, CA | Building fundraising capacity | $50,000 |
| Marion Institute Marion, MA | $30K Coalition for Health Equity; $20K Farm-to-School | $50,000 |
| Neighborhood Villages Boston, MA | The Neighborhood | $50,000 |
| Northstar Learning Centers Inc New Bedford, MA | Building fundraising capacity | $50,000 |
| Pursuit Transformation Company Long Island City, NY | Build the capacity of the Employment Team | $50,000 |
| Austin Community Foundation Austin, TX | El Ranchito Expansion Project | $50,000 |
| Summer Search Oakland, CA | High School Program Growth - Summer Search Boston | $50,000 |
| Watuppa Rowing Center Fall River, MA | Building staff capacity | $43,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $11,262,332 | $1,053,068 | $760,766 | $666,000 | 17 | $673,670 | $898,765 | $518,115 |
| 2023 | $7,603,352 | $301,540 | $602,313 | $480,063 | 13 | $519,331 | $424,824 | $475,199 |
| 2022 | $7,215,896 | $164,850 | $572,642 | $438,500 | 17 | $478,292 | $257,550 | $468,678 |
| 2021 | $7,272,351 | $1,020,001 | $486,766 | $385,000 | 11 | $416,492 | $1,083,353 | $526,679 |
| 2020 | $6,241,282 | $535,328 | $483,308 | $395,000 | 16 | — | $577,030 | $426,390 |
Under IRS private-foundation payout rules, Arcadia Charitable Trust reported a distributable amount of $518K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the Trust is provided. Its 2024 grants went to organizations working in areas including youth education and development, early education and child care, health and vision, employment training, and environmental restoration.
The grantees describe their own work in varied terms. Summer Search says it supports low-income high school students through mentoring, summer experiences, college advising, and a support network. Neighborhood Villages says it develops solutions for early education and child care providers and advances systems change. Helen Keller International says it works with communities on health, nutrition, and vision. These are the grantees’ descriptions, not stated missions of the Trust.
Grantmaking
In 2024, the Trust gave $666,000 through 17 grants. Grant amounts ranged from $7,500 to $60,000, with a median of $50,000.
Among the largest reported grants were $60,000 to Orkeeswa Inc for outreach programming; $50,000 each to Helen Keller International for its Gift of Sight Program in Tanzania, Manasseh’s Children (dba Ujamaa Africa) for fundraising capacity, Neighborhood Villages for The Neighborhood, Northstar Learning Centers for fundraising capacity, Pursuit Transformation Company to build its Employment Team’s capacity, Austin Community Foundation for the El Ranchito Expansion Project, and Summer Search for Boston high school program growth. The Trust also gave $43,500 to Watuppa Rowing Center for staff capacity, $40,000 to Generation Citizen to engage youth in Boston Public Schools, and $25,000 to Charles River Watershed Association for watershed restoration focused on dam removal.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Sarah S Fitzgerald, William Fitzgerald, Elise Green, and R Gregg Stone III as trustees.
Arcadia Charitable Trust's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
R Gregg Stone III
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Sarah S Fitzgerald
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Elise Green
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
William Fitzgerald
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Catherine M. Stone (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Arcadia Charitable Trust
How much does Arcadia Charitable Trust give each year?
Arcadia Charitable Trust gave $666K across 17 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $480K across 13 grants.
What is Arcadia Charitable Trust's typical grant size?
Arcadia Charitable Trust's median grant in 2024 was $50,000, and its average grant was $39,176, across 17 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Arcadia Charitable Trust that year got $38K on average.
Where does Arcadia Charitable Trust give grants?
Arcadia Charitable Trust's top state is Massachusetts, with 41% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New York (21%) and California (15%). The most frequent recipient cities were Boston, MA (3 grants) and New York, NY (2 grants).
Does Arcadia Charitable Trust give general operating support?
Not in 2024: none of the 17 grants with a stated purpose on Arcadia Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Building fundraising capacity" (3 grants).
Who are Arcadia Charitable Trust's largest grantees?
Arcadia Charitable Trust's largest 2024 grantees include Orkeeswa Inc ($60,000), Helen Keller International ($50,000) and Manasseh's Children (dba Ujamaa Africa) ($50,000), according to its 2024 IRS Form 990-PF. Together they received 24% of its itemized 2024 grant dollars.
How large is Arcadia Charitable Trust?
Arcadia Charitable Trust reported $11.3M in total assets on its 2024 IRS Form 990-PF. It paid out $674K in qualifying distributions that year, against a required minimum of $518K (roughly 5% of its investment assets).
What does Arcadia Charitable Trust fund?
No mission statement for the Trust is provided. Its 2024 grants went to organizations working in areas including youth education and development, early education and child care, health and vision, employment training, and environmental restoration. See mission & focus areas ↑
How do I apply for a grant from Arcadia Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Arcadia Charitable Trust's EIN?
Arcadia Charitable Trust's EIN (Employer Identification Number) is 13-7102310. IRS Form 990 filing data is available on this page for 2020–2024.
Does Arcadia Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Arcadia Charitable Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/arcadia-charitable-trust-morg_c990cb56ff15480993a531a6d0357fec
BibTeX
@misc{grantable_137102310_2026,
author = {{Grantable}},
title = {{Arcadia Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/arcadia-charitable-trust-morg_c990cb56ff15480993a531a6d0357fec},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Arcadia Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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