Clara B Winthrop Charitable Trust
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.
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
28
+0.0% YoY
Avg Grant Size
$10K
+31.0% YoY
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
States
Cities
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.
| 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 |
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
No grants recorded for .
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
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PETER P BROWN | TRUSTEE | 2 | — |
| THEODORE E OBER | TRUSTEE | 2 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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