David P Wheatland Charitable Trust
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.
David P Wheatland Charitable Trust at a glance
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.
- Annual giving (2025)
- $487,538
- -0.2% vs 2024
- Grants made (2025)
- 6
- -14.3% vs 2024
- Average grant
- $81,256
- +16.4% vs 2024
- Median grant
- $67,519
- Total assets
- $13,849,587
- +3.1% vs 2024
- Primary geography
- Massachusetts (64% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who David P Wheatland Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Peabody Essex Museum ($175K). Together the top 6 received $488K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was in the $50–100K range: 17 grants of 33 (52%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $358K (2023) to $601K (2022). In 2025 it made 6 grants totaling $488K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Peabody Essex Museum Salem, MA | The 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, IL | Used towards phase 3 of the object storage modernization project. | $100,000 |
| Houghton Library Cambridge, MA | The 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, ME | The funds are to be used toward the construction of the flex barn. | $55,000 |
| Penobscot Marine Museum Searsport, ME | The funds are to be used to replace the roofing materials on the old town hall building. | $22,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $13,849,587 | $921,541 | $569,437 | $487,538 | 6 | $565,184 | $917,288 | $758,821 |
| 2024 | $13,433,667 | $683,242 | $723,976 | $488,454 | 7 | $721,040 | $680,306 | $719,515 |
| 2023 | $13,479,891 | $5,885,488 | $448,459 | $358,191 | 8 | $442,935 | $5,879,964 | $573,368 |
| 2022 | $8,049,779 | $536,986 | $690,889 | $601,422 | 8 | $685,674 | $531,771 | $662,453 |
| 2021 | $8,164,316 | $465,018 | $613,780 | $520,000 | 4 | $608,755 | $459,993 | $657,143 |
| 2020 | $8,317,736 | $901,659 | $622,413 | $537,000 | 6 | — | $896,813 | $557,821 |
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.
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.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 12, 2023)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 12, 2023)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 21, 2026)
- IRS filings on file for fiscal years 2020–2024
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