Clara B Winthrop Charitable Trust

Foundation · Grantmaker Boston, MA EIN: 04-6039972

The Clara B Winthrop Charitable Trust is a private foundation established in 1974 and located in Boston, Massachusetts. The trust operates as a 501(c)(3) organization with no employees, managed by professional trustees. It functions as a grantmaking foundation supporting various charitable causes.

Key facts about Clara B Winthrop Charitable Trust

EIN: 04-6039972
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $275,003
Grants made (2024): 28
Average grant: $9,822
Median grant: $9,625
New grantees (estimate): 0% first-time grantees (0 of 28, 2024)
Total assets: $3,570,623
Primary geography: Massachusetts (96% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Clara B Winthrop Charitable Trust funds

By grant dollars, the top recipient states for Clara B Winthrop Charitable Trust's 28 itemized 2024 grants were Massachusetts (96%). The most frequent recipient cities were Boston, MA (14 grants), Manchesterbythesea, MA (5 grants) and Beverly, MA (3 grants). 64% of grants with a stated purpose were for general or operating support.

Is Clara B Winthrop Charitable Trust open to new grantees?

first-time grantees, 2024

In 2024, 0 of 28 grantees (0%) were first-time recipients. How we count

100% of 2024 grantees were also funded in 2023. Method
Giving held roughly steady from 2021 to 2024 (+19%). Method
In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.6M

-5.6% YoY

Annual Giving

$275K

+31.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

+31.0% YoY

Under IRS private-foundation payout rules, Clara B Winthrop Charitable Trust reported a distributable amount of $274K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Grantmaking

The trust made 28 grants in 2024. Recent grants include:

Grant Range

s appear to range from approximately $12,000 to $13,750 based on recent activity.

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Geographic Focus

Where this funder awards grants

The trust primarily funds organizations in Massachusetts, with a particular focus on the Boston area and surrounding communities.

Grant Distribution by State

Massachusetts $263K (96%)

Maine $12K (4%)

Share of all 28 itemized 2024 grant dollars.

States

Massachusetts Maine

Cities

BostonManchesterbythe SeaBeverlyBrunswickCambridgeDanversDorchesterWenhamBeverly FarmsSalem

Financial History

Multi-year comparison from IRS filings

As of December 31, 2024:

Total Assets: $3,570,623
Total Revenues: $111,962
Total Expenses: $322,102
Investment Income and Dividends: $88,549

As of December 31, 2023:

Investment Income and Dividends: $79,939 (10.8% increase from prior year)

The trust maintains a diversified investment portfolio including holdings in major corporations such as Apple, Intel, Exxon Mobil, Bank of America, Cisco Systems, and numerous other publicly traded companies.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,570,623	$3,780,763	$3,965,465
Revenue	$111,962	$66,759	$74,516
Expenses	$322,102	$251,461	$245,723
Qualifying Distributions	$275,003	$210,000	$200,000
Net Investment Income	$65,682	$40,478	$35,793
Distributable Amount	$274,174	$222,728	$216,009

Data update history

When this profile's IRS filing data changed on Grantable

February 28, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

139 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Manchester Public Library ($15,125), Town of Manchester-by- ($13,750), Vna Care Network ($13,750).

Recipient	Purpose	Amount
MANCHESTER PUBLIC LIBRARY Manchesterbythesea, MA	PURCHASE BOOKS AND	$15,125
TOWN OF MANCHESTER-BY- Manchesterbythesea, MA	MAINTENANCE AND UPKEEP OF	$13,750
VNA CARE NETWORK Danvers, MA	GENERAL FUND	$13,750
TRUSTEES OF RESERVATIONS Boston, MA	GENERAL FUND	$13,063
MASSACHUSETTS HISTORICAL Boston, MA	GENERAL FUND	$12,375
LIBRARY OF THE BOSTON Boston, MA	GENERAL FUND	$12,375
ST JOHN'S EPISCOPAL Beverly, MA	GENERAL FUND	$12,375
BOWDOIN COLLEGE Brunswick, ME	JAMES BOWDOIN SCHOLARSHIP	$12,375
BOSTON CHILDREN'S HOSPITAL TRUST Boston, MA	EVERY CHILD FUND	$12,375
BEVERLY HOSPITAL Beverly, MA	BEVERLY HOSPITAL GREATEST	$12,375

Leadership & Key People

Leadership team and compensation from IRS filings

The trust is managed by co-trustees:

Peter P Brown
Theodore E Ober

Administrative support is provided through Welch & Forbes LLC, located at 45 School Street, Boston, Massachusetts.

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Peter P Brown	Trustee	2	—
Theodore E Ober	Trustee	2	—

Frequently Asked Questions

How do I apply for a grant from Clara B Winthrop Charitable Trust?

The trust made 28 grants in 2024. Recent grants include: • VNA Care Network: $13,750 (General Fund) • The Trustees of Reservations: $13,063 (General Fund) • Bowdoin College: $12,375 (James Bowdoin Scholarship) The trust also supports the Manchester Public Library. Grant sizes appear to range from approximately $12,000 to $13,750 based on recent activity.

Where does Clara B Winthrop Charitable Trust make grants?

The trust primarily funds organizations in Massachusetts, with a particular focus on the Boston area and surrounding communities.

What size grants does Clara B Winthrop Charitable Trust award?

In 2024, Clara B Winthrop Charitable Trust awarded 28 grants totaling $275K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Clara B Winthrop Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Clara B Winthrop Charitable Trust reported a distributable amount of $274K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Clara B Winthrop Charitable Trust's EIN?

Clara B Winthrop Charitable Trust's EIN (Employer Identification Number) is 04-6039972. IRS Form 990 filing data is available on this page for 2020–2024.