Elizabeth Whittemore Charitable Trust
Elizabeth Whittemore Charitable Trust is a private foundation, based in Fitchburg, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 6 grants totaling $292K. Net investment income was $140K.
Elizabeth Whittemore Charitable Trust at a glance
In short: Elizabeth Whittemore Charitable Trust gave $292K across 6 grants in 2025 (avg $49K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $291,890
- +9.3% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $48,648
- +9.3% vs 2024
- Median grant
- $29,189
- Total assets
- $1,372,182
- -10.0% vs 2024
- Primary geography
- Massachusetts (90% 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 Elizabeth Whittemore Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was YMCA of Central Massachusetts ($146K). Together the top 6 received $292K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 25 grants of 30 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Elizabeth Whittemore Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 94% 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 $253K (2020) to $292K (2025). In 2025 it made 6 grants totaling $292K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| YMCA of Central Massachusetts Worcester, MA | Unrestricted | $145,945 |
| Christ Episcopal Church Fitchburg, MA | Unrestricted | $29,189 |
| Crotched Mountain Foundation Manchester, NH | Unrestricted | $29,189 |
| Rollstone Congregational Church Fitchburg, MA | Unrestricted | $29,189 |
| The Salvation Army Fitchburg, MA | Unrestricted | $29,189 |
| United Way of North Central MA Fitchburg, MA | Unrestricted | $29,189 |
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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 | $1,372,182 | $169,440 | $321,312 | $291,890 | 6 | $291,890 | $140,018 | $310,446 |
| 2024 | $1,524,055 | $171,738 | $295,438 | $267,100 | 6 | $267,100 | $143,337 | $291,892 |
| 2023 | $1,647,755 | $176,587 | $307,043 | $279,200 | 6 | $279,200 | $148,744 | $267,101 |
| 2022 | $1,778,212 | $157,647 | $316,141 | $286,040 | 6 | $286,040 | $127,546 | $279,202 |
| 2021 | $1,936,705 | $159,595 | $280,771 | $254,880 | 6 | $254,880 | $134,303 | $286,033 |
| 2020 | $2,057,881 | $158,522 | $278,660 | $253,210 | 6 | — | $133,072 | $254,882 |
Under IRS private-foundation payout rules, Elizabeth Whittemore Charitable Trust reported a distributable amount of $310K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Elizabeth Whittemore Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
David G. Southcotte Sr.
Trustee
On filings since 2020
0.8 hrs/week
$11K (2020) → $14K (2025)
Elisha W. Erb
Trustee
On filings since 2020
0.8 hrs/week
$11K (2020) → $14K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $14K, to David G Southcotte Sr (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Elizabeth Whittemore Charitable Trust
How much does Elizabeth Whittemore Charitable Trust give each year?
Elizabeth Whittemore Charitable Trust gave $292K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $267K across 6 grants.
What is Elizabeth Whittemore Charitable Trust's typical grant size?
Elizabeth Whittemore Charitable Trust's median grant in 2025 was $29,189, and its average grant was $48,648, across 6 grants on its 2025 IRS Form 990-PF.
Where does Elizabeth Whittemore Charitable Trust give grants?
Elizabeth Whittemore Charitable Trust gives mostly in Massachusetts: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New Hampshire (10%). The most frequent recipient cities were Fitchburg, MA (4 grants).
Does Elizabeth Whittemore Charitable Trust give general operating support?
Yes: 100% of Elizabeth Whittemore Charitable Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Elizabeth Whittemore Charitable Trust's largest grantees?
Elizabeth Whittemore Charitable Trust's largest 2025 grantees include YMCA of Central Massachusetts ($145,945), Christ Episcopal Church ($29,189) and Crotched Mountain Foundation ($29,189), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Elizabeth Whittemore Charitable Trust?
Elizabeth Whittemore Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $292K in qualifying distributions that year, against a required minimum of $310K (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 Elizabeth Whittemore Charitable Trust's EIN?
Elizabeth Whittemore Charitable Trust's EIN (Employer Identification Number) is 04-6533896. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
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