Clovelly Charitable Trust

Private foundation · Grantmaker Milton, MA EIN: 04-6883004

Clovelly Charitable Trust is a private foundation based in Milton, Massachusetts. Its most recent filing on record is for 2021, and no later filing is reported; the trust may have stopped operating or grantmaking.

Key facts about Clovelly Charitable Trust

In short: Clovelly Charitable Trust gave $69K across 13 grants in 2021 (avg $5K), mostly in Massachusetts. Source: 2021 IRS Form 990-PF.

EIN
04-6883004
Latest 990 filing
Form 990-PF, 2021
Annual giving (2021)
$68,700
Grants made (2021)
13
Average grant
$5,285
Median grant
$4,900
Total assets
$426,470
Primary geography
Massachusetts (58% of itemized 2021 grant dollars)
How to apply
The 2021 filing stated that applicants should write to Nicholas S. Full details ↓

Data from IRS Form 990-PF, 2021; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

How Clovelly Charitable Trust gives

  • 83% of 2021 grantees were also funded in 2020. Method
  • In 2021 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

No mission statement for the trust is provided. Its 2021 grants included support for higher education and music, as well as organizations working in areas such as homelessness services, food distribution, and trails and public lands. These examples describe the grantees’ work, not a stated mission of the trust.

The University of Rochester describes its mission as providing higher education in the liberal arts and sciences, medicine and dentistry, nursing, and music, along with research and charitable patient care. Pine Street Inn says it works to end homelessness through outreach, emergency services, supportive housing, job training, and employment connections. The Greater Boston Food Bank describes acquiring, sorting, and distributing food through member agencies and direct distribution sites. Washington Trails Association says it connects people to the outdoors and builds a community that supports trails and public lands.

Grantmaking

In 2021, the trust reported 13 grants totaling $68,700. Grants ranged from $1,600 to $13,500, with a median grant of $4,900.

Among its largest reported grants were $13,500 to Boston University for the Tanglewood Institute, $8,200 to The Endangered Language Fund for general purposes, and $6,000 to the University of Rochester for the Eastman School of Music. Other grants included $4,900 each to Pine Street Inn, Rosie’s Place, the Greater Boston Food Bank, Trickle Up, and Washington Trails Association; $4,000 to the Boston Symphony Orchestra; and $3,000 to Boston University for its library. Bike Works Seattle received $1,600.

How to Apply

The 2021 filing stated that applicants should write to Nicholas S. Gray and include a copy of the IRS exemption. It listed no restrictions on awards and no deadlines. These are instructions from the 2021 filing and should not be treated as current application guidance.

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Geographic Focus

Where this funder awards grants

In 2021, 58% of grant dollars went to Massachusetts recipients, 20% to New York, 12% to Connecticut, and 9% to Washington. These reported shares total 99%.

Grant Distribution by State

5states

Share of 2021 grant dollars across all 13 itemized grants.

Cities

BostonRochesterNew HavenNew YorkSeattleLawrenceLenox

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K13 grants2020 13 grants2021

From 2020 to 2021, annual grant giving ranged from $69K (2020) to $69K (2021). In 2021 it made 13 grants totaling $69K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2021

Boston University: $17K across 2 grantsBoston University$17K · 2 grantsThe Endangered Language Fund: $8KThe Endangered Language Fund$8KUniversity of Rochester: $6KUniversity of Rochester$6KNe Center & Home for Veterans: $5KNe Center & Home for Veterans$5KPine Street Inn Inc: $5KPine Street Inn Inc$5KRosie's Place: $5KRosie's Place$5KThe Greater Boston Food Bank: $5KThe Greater Boston Food Bank$5KTrickle up: $5KTrickle up$5KWashington Trails Association: $5KWashington Trails Association$5KBoston Symphony Orchestra: $4KBoston Symphony Orchestra$4K

The largest 2021 recipient was Boston University ($17K across 2 grants). Together the top 10 received $64K.

Grant Size Distribution

26 grants across all recorded years

26<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 26 grants of 26 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Boston University Boston, MATanglewood Institute$13,500
The Endangered Language Fund New Haven, CTGeneral$8,200
University of Rochester Rochester, NYEastman School of Music$6,000
Ne Center & Home for Veterans Boston, MAGeneral$4,900
Pine Street Inn Inc Boston, MAGeneral$4,900
Rosie's Place Boston, MAGeneral$4,900
The Greater Boston Food Bank Boston, MAGeneral$4,900
Trickle up New York, NYGeneral$4,900
Washington Trails Association Seattle, WAGeneral$4,900
Boston Symphony Orchestra Boston, MAGeneral$4,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2021 $426,470 $131,446 $81,974 $68,700
2020 $340,593 $32,874 $80,134 $68,700

The trust reported 13 grants in each filing year.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021
Metric20212020
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2021

Leadership & Key People

Leadership team and compensation from IRS filings

The 2021 filing listed Nicholas S. Gray and Arienne Dwyer as trustees.

Clovelly Charitable Trust's 2021 filing lists 2 officers; none of the 2 officers listed in 2021 report compensation.

Officers on the 2021 filing

  • Arienne Dwyer

    Trustee

    On filings since 2020

    No compensation reported

  • Nicholas S. Gray

    Trustee

    New on the 2021 filing

    No compensation reported

Former officers (1)
  • Former: Philip Chaplin (2020) — Trustee

Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Nicholas S Gray
Mailing address: 217 Hinckley Road, Milton, MA 02186
Phone: (617) 564-1528

Frequently asked questions about Clovelly Charitable Trust

How much does Clovelly Charitable Trust give each year?

Clovelly Charitable Trust gave $69K across 13 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $69K across 13 grants.

What is Clovelly Charitable Trust's typical grant size?

Clovelly Charitable Trust's median grant in 2021 was $4,900, and its average grant was $5,285, across 13 grants on its 2021 IRS Form 990-PF.

Where does Clovelly Charitable Trust give grants?

Clovelly Charitable Trust gives mostly in Massachusetts: 58% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The next largest states were New York (20%) and Connecticut (12%). The most frequent recipient cities were Boston, MA (7 grants), Rochester, NY (2 grants) and Seattle, WA (2 grants).

Does Clovelly Charitable Trust give general operating support?

Yes: 77% of Clovelly Charitable Trust's 2021 grants with a stated purpose (10 of 13) were for general or operating support, per its 2021 IRS Form 990-PF.

Who are Clovelly Charitable Trust's largest grantees?

Clovelly Charitable Trust's largest 2021 grantees include Boston University ($16,500 across 2 grants), The Endangered Language Fund ($8,200) and University of Rochester ($6,000), according to its 2021 IRS Form 990-PF. Together they received 45% of its itemized 2021 grant dollars.

How large is Clovelly Charitable Trust?

Clovelly Charitable Trust reported $426K in total assets on its 2021 IRS Form 990-PF. It paid out $69K in qualifying distributions that year, against a required minimum of $79K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Clovelly Charitable Trust fund?

No mission statement for the trust is provided. Its 2021 grants included support for higher education and music, as well as organizations working in areas such as homelessness services, food distribution, and trails and public lands. See mission & focus areas ↑

How do I apply for a grant from Clovelly Charitable Trust?

The 2021 filing stated that applicants should write to Nicholas S. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

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