Edna May Whittemore Trust Charitable Trust

Private 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.

Edna May Whittemore Trust Charitable Trust at a glance

In short: Edna May Whittemore Trust Charitable Trust gave $4K across 3 grants in 2025 (avg $1K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$4,050
-22.9% vs 2024
Grants made (2025)
3
-25.0% vs 2024
Average grant
$1,350
+2.9% vs 2024
Median grant
$1,400
Total assets
$168,044
+0.9% vs 2024
Primary geography
Massachusetts (65% 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 Edna May Whittemore Trust Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

University of Connecticut: $1KUniversity of Connecticut$1KUniversity of Massachusetts - Amherst: $1KUniversity of Massachusetts -Amherst$1KUniversity of Massachusetts - Lowell: $1KUniversity of Massachusetts -Lowell$1K

The largest 2025 recipient was University of Connecticut ($1K). Together the top 3 received $4K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

LowellBostonAmherstMaldenProvidenceStorrs

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K4 grants2021 4 grants2022 5 grants2023 4 grants2024 3 grants2025

From 2021 to 2025, annual grant giving ranged from $4K (2025) to $11K (2023). In 2025 it made 3 grants totaling $4K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
University of Connecticut Storrs, CTScholarship$1,400
University of Massachusetts - Amherst Amherst, MAScholarship Award$1,400
University of Massachusetts - Lowell Lowell, MAScholarship$1,250
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$168,044$8,412$9,615$4,0503$6,817$6,134$13,212
2024$166,538$20,942$10,511$5,2504$7,947$18,739$11,097
2023$157,646$28,069$15,458$10,6005$13,151$25,981$10,108
2022$144,686$18,034$14,257$9,1004$11,866$15,751$11,757
2021$143,773$12,462$9,257$4,4004—$10,263$11,091

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.

Leadership & Key People

Officers and directors from IRS filings

Edna May Whittemore Trust Charitable Trust's only listed officer is Eastern Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Eastern Bank

    Trustee

    On filings since 2021

    2 hrs/week

    $576 (2021) → $611 (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Eastern Bank — Trustee: $611Eastern BankTrustee$611

The highest reported compensation on the 2025 filing was $611, to Eastern Bank (Trustee).

Frequently asked questions about Edna May Whittemore Trust Charitable Trust

How much does Edna May Whittemore Trust Charitable Trust give each year?

Edna May Whittemore Trust Charitable Trust gave $4K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 4 grants.

What is Edna May Whittemore Trust Charitable Trust's typical grant size?

Edna May Whittemore Trust Charitable Trust's median grant in 2025 was $1,400, and its average grant was $1,350, across 3 grants on its 2025 IRS Form 990-PF.

Where does Edna May Whittemore Trust Charitable Trust give grants?

Edna May Whittemore Trust Charitable Trust gives mostly in Massachusetts: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (35%).

Does Edna May Whittemore Trust Charitable Trust give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Edna May Whittemore Trust Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.

How large is Edna May Whittemore Trust Charitable Trust?

Edna May Whittemore Trust Charitable Trust reported $168K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $13K (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 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.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Edna May Whittemore Trust Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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