Clovelly Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILTON, MA. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $426K in total assets. In 2021, it awarded 13 grants totaling $69K. Net investment income was $119K.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
$426K
+25.2% YoY
Annual Giving
$69K
+0.0% YoY
Grant Count
13
+0.0% YoY
Avg Grant Size
$5K
+0.0% YoY
Under IRS private-foundation payout rules, Clovelly Charitable Trust reported a distributable amount of $79K for 2021 — the minimum it must pay out in qualifying distributions.
About Clovelly Charitable Trust
Based on IRS filings
Clovelly Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILTON, MA. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $426K in total assets. In 2021, it awarded 13 grants totaling $69K. Net investment income was $119K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | $426,470 | $340,593 |
| Revenue | $131,446 | $32,874 |
| Expenses | $81,974 | $80,134 |
| Qualifying Distributions | $68,700 | — |
| Net Investment Income | $119,211 | $21,475 |
| Distributable Amount | $78,567 | $67,959 |
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 2021
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest include Boston University ($13,500), The Endangered Language Fund ($8,200), University of Rochester ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOSTON SYMPHONY ORCHESTRA BOSTON, MA | GENERAL | $4,000 |
| BOSTON UNIVERSITY BOSTON, MA | TANGLEWOOD INSTITUTE | $13,500 |
| BOSTON UNIVERSITY BOSTON, MA | LIBRARY | $3,000 |
| NE CENTER & HOME FOR VETERANS BOSTON, MA | GENERAL | $4,900 |
| PINE STREET INN INC BOSTON, MA | GENERAL | $4,900 |
| ROSIE'S PLACE BOSTON, MA | GENERAL | $4,900 |
| SUSAN B ANTHONY MUSEUM ROCHESTER, NY | GENERAL | $3,000 |
| THE ENDANGERED LANGUAGE FUND NEW HAVEN, CT | GENERAL | $8,200 |
| THE GREATER BOSTON FOOD BANK BOSTON, MA | GENERAL | $4,900 |
| TRICKLE UP NEW YORK, NY | GENERAL | $4,900 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NICHOLAS S GRAY | TRUSTEE | — | — |
| ARIENNE DWYER | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Clovelly Charitable Trust?
Clovelly Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILTON, MA. It holds $426K in total assets as of 2021.
How large is Clovelly Charitable Trust?
As of 2021, Clovelly Charitable Trust holds $426K in total assets with $131K in annual revenue. It awarded 13 grants totaling $69K in 2021.
Where does Clovelly Charitable Trust operate?
Clovelly Charitable Trust has awarded grants in Connecticut, Kansas, Massachusetts, New York, Washington.
What size grants does Clovelly Charitable Trust award?
In 2021, Clovelly Charitable Trust awarded 13 grants totaling $69K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Clovelly Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Clovelly Charitable Trust reported a distributable amount of $79K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Clovelly Charitable Trust's EIN?
Clovelly Charitable Trust's EIN (Employer Identification Number) is 04-6883004. IRS Form 990 filing data is available on this page for 2020–2021.
Explore Open Grants
Browse active grant opportunities in Clovelly Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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