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 2024. As of 2024, the organization holds $13.4M in total assets. In 2024, it awarded 7 grants totaling $488K. Net investment income was $680K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.4M
-0.3% YoY
Annual Giving
$488K
+36.4% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$70K
+55.8% YoY
Under IRS private-foundation payout rules, David P Wheatland Charitable Trust reported a distributable amount of $720K for 2024 — the minimum it must pay out in qualifying distributions.
About David P Wheatland Charitable Trust
Based on IRS filings
David P Wheatland Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.4M in total assets. In 2024, it awarded 7 grants totaling $488K. Net investment income was $680K.
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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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $13,433,667 | $13,479,891 | $8,049,779 |
| Revenue | $683,242 | $5,885,488 | $536,986 |
| Expenses | $723,976 | $448,459 | $690,889 |
| Qualifying Distributions | $721,040 | $442,935 | $685,674 |
| Net Investment Income | $680,306 | $5,879,964 | $531,771 |
| Distributable Amount | $719,515 | $573,368 | $662,453 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Alder Plantarium ($125,000), Houghton Library ($80,000), Peace Ridge Sanctuary ($80,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALDER PLANTARIUM CHICAGO, IL | USED TOWARDS PHASE 2 OF THE STORAGE RENOVATION PROJECT. | $125,000 |
| HOUGHTON LIBRARY CAMBRIDGE, MA | THE PURCHASE OF THE ITALIAN AND LATIN TRANSLATION OF SEBATIAN MUNSTER'S TREATISE ON SUNDIALS. | $80,000 |
| LOVELANE LINCOLN, MA | THE PURCHASE OF A PRE-OWNED FORD F-150 TRUCK, TO CREATE A NEW WEBSITE, AND FUND PATH INTERNATIONAL CERTIFIED THERAPUTIC RIDING CREDENTIALS FOR THREE LOVELANE INSTRUCTORS. | $60,354 |
| NEW ENGLAND AQUARIUM BOSTON, MA | THE PURCHASE OF AN ULTRASOUND UNIT AND NEW TRANSPORT TANK. | $51,600 |
| PENOBSCOT MARINE MUSEUM SEARSPORT, ME | TO BE USED TOWARD GUTTER REPAIR AND REPLACEMENT AND MOLD MITIGATION AND MOISTURE ISSUES AT THE MERITHEW HOUSE. | $11,500 |
| PEACE RIDGE SANCTUARY BROOKS, ME | TO BUILD THE HAY STORAGE BARN IN FREEDOM, MAINE | $80,000 |
| THE MARINE MAMMAL CENTER SAUSALITO, CA | USE FOR THE PURCHASE OF A GENERATOR FOR PATIENT WATER FILTRATION AND LIFE SUPPORT SYSTEM. | $80,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANNE S BIGLOW | TRUSTEE | 1 | — |
| MELISSA S CONOVER | TRUSTEE | 1 | — |
| MARTHA W LUNT | TRUSTEE | 1 | — |
| PETER O STAUFFER | TRUSTEE | 1 | — |
| REBECCA WHEATLAND | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is David P Wheatland Charitable Trust?
As of 2024, David P Wheatland Charitable Trust holds $13.4M in total assets with $683K in annual revenue. It awarded 7 grants totaling $488K in 2024.
Where does David P Wheatland Charitable Trust operate?
David P Wheatland Charitable Trust has awarded grants in California, Illinois, Massachusetts, Maine, New Hampshire, Ohio, Washington.
What size grants does David P Wheatland Charitable Trust award?
In 2024, David P Wheatland Charitable Trust awarded 7 grants totaling $488K — an average of about $70K per grant, based on its IRS Form 990 filings.
How much is David P Wheatland Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, David P Wheatland Charitable Trust reported a distributable amount of $720K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in David P Wheatland 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.