David P Wheatland Charitable Trust

Private foundation · Grantmaker Boston, MA EIN: 04-6744379

David P Wheatland Charitable Trust is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $13.8M in total assets. In 2025, it awarded 6 grants totaling $488K. Net investment income was $917K.

Key facts about David P Wheatland Charitable Trust

In short: David P Wheatland Charitable Trust gave $488K across 6 grants in 2025 (avg $81K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6744379
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$487,538
Grants made (2025)
6
Average grant
$81,256
Median grant
$67,519
Total assets
$13,849,587
Primary geography
Massachusetts (64% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$13.8M

+3.1% YoY

Annual Giving

$488K

-0.2% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$81K

+16.4% YoY

Under IRS private-foundation payout rules, David P Wheatland Charitable Trust reported a distributable amount of $759K for 2025 — the minimum it must pay out in qualifying distributions.

How David P Wheatland Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−19%). Method
  • In 2025 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

CambridgeBostonBrooksChicagoSearsportLincolnMenlo ParkSalemSausalitoCharlestownCincinnatiEllsworthHanoverSeattle

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K6 grants2020 4 grants2021 8 grants2022 8 grants2023 7 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $358K (2023) to $601K (2022). In 2025 it made 6 grants totaling $488K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Peabody Essex Museum: $175KPeabody Essex Museum$175KAlder Plantarium: $100KAlder Plantarium$100KHoughton Library: $80KHoughton Library$80KLovelane: $55KLovelane$55KPeace Ridge Sanctuary: $55KPeace Ridge Sanctuary$55KPenobscot Marine Museum: $23KPenobscot Marine Museum$23K

The largest 2025 recipient was Peabody Essex Museum ($175K). Together the top 6 received $488K.

Grant Size Distribution

33 grants across all recorded years

9<$50K17$50–100K6$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 17 grants of 33 (52%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Peabody Essex Museum Salem, MAThe funds are to be directed to the next phase of ada accessibility work at the gardner-pingree house, specifically the design and construction of the ramp and stairs.$175,000
Alder Plantarium Chicago, ILUsed towards phase 3 of the object storage modernization project.$100,000
Houghton Library Cambridge, MAThe purchase of marbod of rennes (1035-1123), liber lapidum (the book of stones) and de sculpturis lapidum (on engraved stones) and el mundo cientifico: inventos modernos. Revista tecnica de aplicaciones practicas a la industria. Barcelona, feliu y sussana, editores. 1911-1922.$80,000
Lovelane Lincoln, MA$42,963 for the purchase of a classic kingston two horse trailer; $8,675 for the purchase of new saddles and saddle fitter for 5 horses; and $3,400 for the purchase of a shoo-fly fly spray system.$55,038
Peace Ridge Sanctuary Brooks, METhe funds are to be used toward the construction of the flex barn.$55,000
Penobscot Marine Museum Searsport, METhe funds are to be used to replace the roofing materials on the old town hall building.$22,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$13,849,587$13,433,667$13,479,891
Revenue$921,541$683,242$5,885,488
Expenses$569,437$723,976$448,459
Qualifying Distributions$565,184$721,040$442,935
Net Investment Income$917,288$680,306$5,879,964
Distributable Amount$758,821$719,515$573,368

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 12, 2023)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 12, 2023)
  3. Added Form 990-PF for fiscal year 2025 (received by the IRS May 21, 2026)
  4. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

David P Wheatland Charitable Trust's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Anne S. Biglow

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Martha W. Lunt

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Melissa S. Conover

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Peter O. Stauffer

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Rebecca Wheatland

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 David P Wheatland Charitable Trust

How much does David P Wheatland Charitable Trust give each year?

David P Wheatland Charitable Trust gave $488K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $488K across 7 grants.

What is David P Wheatland Charitable Trust's typical grant size?

David P Wheatland Charitable Trust's median grant in 2025 was $67,519, and its average grant was $81,256, across 6 grants on its 2025 IRS Form 990-PF.

Where does David P Wheatland Charitable Trust give grants?

David P Wheatland Charitable Trust gives mostly in Massachusetts: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Illinois (21%) and Maine (16%).

Does David P Wheatland Charitable Trust give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on David P Wheatland Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.

Who are David P Wheatland Charitable Trust's largest grantees?

David P Wheatland Charitable Trust's largest 2025 grantees include Peabody Essex Museum ($175,000), Alder Plantarium ($100,000) and Houghton Library ($80,000), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.

How large is David P Wheatland Charitable Trust?

David P Wheatland Charitable Trust reported $13.8M in total assets on its 2025 IRS Form 990-PF. It paid out $565K in qualifying distributions that year, against a required minimum of $759K (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 is David P Wheatland Charitable Trust's EIN?

David P Wheatland Charitable Trust's EIN (Employer Identification Number) is 04-6744379. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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