Edna May Whittemore Trust Charitable Trust

Foundation · Grantmaker Boston, MA EIN: 04-6045950

Edna May Whittemore Trust Charitable Trust is a private foundation, based in Boston, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $168K in total assets. In 2025, it awarded 3 grants totaling $4K. Net investment income was $6K.

Key facts about Edna May Whittemore Trust Charitable Trust

EIN: 04-6045950
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $4,050
Grants made (2025): 3
Average grant: $1,350
Median grant: $1,400
Total assets: $168,044
Primary geography: Massachusetts (65% of itemized 2025 grant dollars)

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

Who Edna May Whittemore Trust Charitable Trust funds

By grant dollars, the top recipient states for Edna May Whittemore Trust Charitable Trust's 3 itemized 2025 grants were Massachusetts (65%) and Connecticut (35%). None of its 3 grants with a stated purpose were described as general or operating support.

How Edna May Whittemore Trust Charitable Trust gives

Giving fell 55% from 2022 to 2025. Method
In 2025 it paid out 52% 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.

Next steps with Edna May Whittemore Trust Charitable Trust

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$168K

+0.9% YoY

Annual Giving

$4K

-22.9% YoY

Grant Count

-25.0% YoY

Avg Grant Size

$1K

+2.9% YoY

Under IRS private-foundation payout rules, Edna May Whittemore Trust Charitable Trust reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.

About Edna May Whittemore Trust Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $3K (65%)

Connecticut $1K (35%)

Share of all 3 itemized 2025 grant dollars.

States

Connecticut Massachusetts Rhode Island

Cities

LowellBostonAmherstMaldenProvidenceStorrs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$168,044	$166,538	$157,646
Revenue	$8,412	$20,942	$28,069
Expenses	$9,615	$10,511	$15,458
Qualifying Distributions	$6,817	$7,947	$13,151
Net Investment Income	$6,134	$18,739	$25,981
Distributable Amount	$13,212	$11,097	$10,108

Data update history

When this profile's IRS filing data changed on Grantable

February 28, 2026 IRS filings on file for fiscal years 2021–2025

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include University of Connecticut ($1,400), University of Massachusetts - Amherst ($1,400), University of Massachusetts - Lowell ($1,250).

Recipient	Purpose	Amount
University of Connecticut Storrs, CT	SCHOLARSHIP	$1,400
University of Massachusetts - Amherst Amherst, MA	SCHOLARSHIP AWARD	$1,400
University of Massachusetts - Lowell Lowell, MA	SCHOLARSHIP	$1,250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Name	Title	Hours	Compensation
Eastern Bank	Trustee	2	$611

Frequently Asked Questions

How large is Edna May Whittemore Trust Charitable Trust?

As of 2025, Edna May Whittemore Trust Charitable Trust holds $168K in total assets with $8K in annual revenue. It awarded 3 grants totaling $4K in 2025.

Where does Edna May Whittemore Trust Charitable Trust operate?

Edna May Whittemore Trust Charitable Trust has awarded grants in Connecticut, Massachusetts, Rhode Island.

What size grants does Edna May Whittemore Trust Charitable Trust award?

In 2025, Edna May Whittemore Trust Charitable Trust awarded 3 grants totaling $4K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Edna May Whittemore Trust Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Edna May Whittemore Trust Charitable Trust reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Edna May Whittemore Trust Charitable Trust's EIN?

Edna May Whittemore Trust Charitable Trust's EIN (Employer Identification Number) is 04-6045950. IRS Form 990 filing data is available on this page for 2021–2025.