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
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.
Ready to take the next step with David P Wheatland Charitable Trust?
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
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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