Elizabeth Whittemore Charitable Trust
Elizabeth Whittemore Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FITCHBURG, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 6 grants totaling $267K. Net investment income was $143K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
-7.5% YoY
Annual Giving
$267K
-4.3% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$45K
-4.3% YoY
About Elizabeth Whittemore Charitable Trust
Based on IRS filings
Elizabeth Whittemore Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FITCHBURG, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 6 grants totaling $267K. Net investment income was $143K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,524,055 | $1,647,755 | $1,778,212 |
| Revenue | $171,738 | $176,587 | $157,647 |
| Expenses | $295,438 | $307,043 | $316,141 |
| Qualifying Distributions | $267,100 | $279,200 | $286,040 |
| Net Investment Income | $143,337 | $148,744 | $127,546 |
| Distributable Amount | $291,892 | $267,101 | $279,202 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
30 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 |
|---|---|---|---|
| DAVID G SOUTHCOTTE SR | TRUSTEE | 0.75 | $12,950 |
| ELISHA W ERB | TRUSTEE | 0.75 | $12,950 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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