Grace Westerfield Trust

CAMDEN, ME EIN: 01-6044199

Grace Westerfield Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMDEN, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $396K in total assets. In 2024, it awarded 3 grants totaling $24K. Net investment income was $63K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$396K

+10.0% YoY

Annual Giving

$24K

+60.4% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$8K

+60.4% YoY

Under IRS private-foundation payout rules, Grace Westerfield Trust reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About Grace Westerfield Trust

Based on IRS filings

Grace Westerfield Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMDEN, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $396K in total assets. In 2024, it awarded 3 grants totaling $24K. Net investment income was $63K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BelfastCameden

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$35K$70K$106K$141K20202021202220232024
Metric202420232022
Total Assets$395,677$359,796$370,291
Revenue$66,775$11,528$1,077
Expenses$30,482$22,024$27,885
Qualifying Distributions$26,943$18,131$23,943
Net Investment Income$63,410$7,810$5,414
Distributable Amount$25,960$23,247$22,777

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$13K$20K$26K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

PEN BAY WALDO HEALTHCARE…$9KCAMDEN HEALTH CARE CENTE…$7KCAMDEN PUBLIC LIBRARY$7K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Pen Bay Waldo Healthcare Foundation ($9,125), Camden Health Care Centerquarry Hi ($7,425), Camden Public Library ($7,425).

RecipientPurposeAmount
CAMDEN HEALTH CARE CENTERQUARRY HI BELFAST, MEGENERAL OPERATIONS$7,425
CAMDEN PUBLIC LIBRARY CAMEDEN, MEGENERAL OPERATIONS$7,425
PEN BAY WALDO HEALTHCARE FOUNDATION BELFAST, MEGENERAL OPERATIONS$9,125

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

RENDLE A JONESTRUSTEE$4K

From 2024 filing

NameTitleHoursCompensation
RENDLE A JONESTRUSTEE$4,384

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Grace Westerfield Trust?

Grace Westerfield Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CAMDEN, ME. It holds $396K in total assets as of 2024.

How large is Grace Westerfield Trust?

As of 2024, Grace Westerfield Trust holds $396K in total assets with $67K in annual revenue. It awarded 3 grants totaling $24K in 2024.

Where does Grace Westerfield Trust operate?

Grace Westerfield Trust has awarded grants in Maine.

What size grants does Grace Westerfield Trust award?

In 2024, Grace Westerfield Trust awarded 3 grants totaling $24K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Grace Westerfield Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Grace Westerfield Trust reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Grace Westerfield Trust's EIN?

Grace Westerfield Trust's EIN (Employer Identification Number) is 01-6044199. IRS Form 990 filing data is available on this page for 2020–2024.

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

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