Henry F Hurlburt Iii Charitable Trust

Foundation · Grantmaker WOLFEBORO, NH EIN: 02-6037729

Henry F Hurlburt Iii Charitable Trust is a private foundation focused on Education, based in WOLFEBORO, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $653K in total assets. In 2024, it awarded 20 grants totaling $43K. Net investment income was $360K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$653K

+87.4% YoY

Annual Giving

$43K

-6.5% YoY

Grant Count

20

+0.0% YoY

Avg Grant Size

$2K

-6.5% YoY

Under IRS private-foundation payout rules, Henry F Hurlburt Iii Charitable Trust reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.

About Henry F Hurlburt Iii Charitable Trust

Based on IRS filings

Henry F Hurlburt Iii Charitable Trust is a private foundation focused on Education, based in WOLFEBORO, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $653K in total assets. In 2024, it awarded 20 grants totaling $43K. Net investment income was $360K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BerlinCenter TuftonboroManchesterMelvin VillageOssipeePortlandPortsmouthTuftonboroWolfeboroWolfeboro FallsWooster

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$99K$198K$297K$396K20202021202220232024
Metric202420232022
Total Assets$653,328$348,540$372,567
Revenue$359,867$30,196$28,318
Expenses$54,659$53,375$38,315
Qualifying Distributions$43,000$46,000$36,000
Net Investment Income$359,867$30,196$28,318
Distributable Amount$39,010$42,910$44,239

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$23K$35K$46K19 grants202019 grants202119 grants202220 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

LAKES REGION HUMANE SOCI…$5KELLIOTT GIESSLER UNIVERS…$5KSARAH ARBOUR SAINT ANSEL…$5KWILLIAM CRANE COLLEGE OF…$5KBREWSTER ACADEMY$4KVNA AND HOSPICE OF CAROL…$3KCAITLYN CARROLL GREAT BA…$3KKOLBY PLACE WHITE MOUNTA…$3KMEALS ON WHEELS$2KWOLFEBORO AREA CHILDREN'…$2K

Grant Size Distribution

97 grants across all recorded years

97<$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 Lakes Region Humane Society ($5,000), Elliott Giessler University of Sout ($4,500), Sarah Arbour Saint Anselm College ($4,500).

RecipientPurposeAmount
BREWSTER ACADEMY WOLFEBORO, NHGENERAL$3,500
END 68 HOURS OF HUNGER WOLFEBORO, NHGENERAL$1,000
FRIENDS OF THE LIBBY MUSEUM WOLFEBORO, NHGENERAL$500
HARRIMAN HALE POST 18 WOLFEBORO, NHGENERAL$500
KINGSWOOD YOUTH CENTER WOLFEBORO FALLS, NHGENERAL$1,500
LAKES REGION HUMANE SOCIETY OSSIPEE, NHGENERAL$5,000
LIFE MINISTRIES WOLFEBORO FALLS, NHGENERAL$1,500
MEALS ON WHEELS WOLFEBORO, NHGENERAL$2,000
TUFTONBORO CHRISTMAS FUND TUFTONBORO, NHGENERAL$500
TUFTONBORO FREE LIBRARY CENTER TUFTONBORO, NHGENERAL$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

DEBRA GOLDERTRUSTEE$200RICHARD D SAGERTRUSTEE$200WILLIAM ALBEETRSUTEE$200

From 2024 filing

NameTitleHoursCompensation
DEBRA GOLDERTRUSTEE1$200
RICHARD D SAGERTRUSTEE1$200
WILLIAM ALBEETRSUTEE1$200

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Henry F Hurlburt Iii Charitable Trust?

Henry F Hurlburt Iii Charitable Trust is a private foundation focused on Education, based in WOLFEBORO, NH. It holds $653K in total assets as of 2024.

How large is Henry F Hurlburt Iii Charitable Trust?

As of 2024, Henry F Hurlburt Iii Charitable Trust holds $653K in total assets with $360K in annual revenue. It awarded 20 grants totaling $43K in 2024.

Where does Henry F Hurlburt Iii Charitable Trust operate?

Henry F Hurlburt Iii Charitable Trust has awarded grants in Maine, New Hampshire, Ohio.

What size grants does Henry F Hurlburt Iii Charitable Trust award?

In 2024, Henry F Hurlburt Iii Charitable Trust awarded 20 grants totaling $43K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Henry F Hurlburt Iii Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Henry F Hurlburt Iii Charitable Trust reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Henry F Hurlburt Iii Charitable Trust's EIN?

Henry F Hurlburt Iii Charitable Trust's EIN (Employer Identification Number) is 02-6037729. 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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