Henry F Hurlburt III Charitable Trust
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.
Key facts about Henry F Hurlburt III Charitable Trust
- EIN
- 02-6037729
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $43,000
- Grants made (2024)
- 20
- Average grant
- $2,150
- Median grant
- $2,000
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2024)
- Total assets
- $653,328
- Primary geography
- New Hampshire (79% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Henry F Hurlburt III Charitable Trust funds
By grant dollars, the top recipient states for Henry F Hurlburt III Charitable Trust's 20 itemized 2024 grants were New Hampshire (79%), Maine (10%) and Ohio (10%). The most frequent recipient cities were Wolfeboro, NH (9 grants) and Wolfeboro Falls, NH (2 grants). 75% of grants with a stated purpose were for general or operating support. Recurring purposes include "Scholarship" (5 grants).
Is Henry F Hurlburt III Charitable Trust open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 15 grantees (0%) were first-time recipients. How we count
- 100% of 2024 grantees were also funded in 2023. Method
- Giving grew 21% from 2021 to 2024. Method
- In 2024 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Henry F Hurlburt III Charitable Trust
- How to evaluate Henry F Hurlburt III Charitable Trust as a funder
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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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 20 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
97 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Lakes Region Humane Society ($5,000), Elliott Giessler University of Sout ($4,500), Sarah Arbour Saint Anselm College ($4,500).
| Recipient | Purpose | Amount |
|---|---|---|
| LAKES REGION HUMANE SOCIETY Ossipee, NH | GENERAL | $5,000 |
| ELLIOTT GIESSLER UNIVERSITY OF SOUT Portland, ME | SCHOLARSHIP | $4,500 |
| SARAH ARBOUR SAINT ANSELM COLLEGE Manchester, NH | SCHOLARSHIP | $4,500 |
| WILLIAM CRANE COLLEGE OF WOOSTER Wooster, OH | SCHOLARSHIP | $4,500 |
| BREWSTER ACADEMY Wolfeboro, NH | GENERAL | $3,500 |
| VNA AND HOSPICE OF CAROLL COUNTY Wolfeboro, NH | GENERAL | $2,500 |
| CAITLYN CARROLL GREAT BAY COMMUNITY Portsmouth, NH | SCHOLARSHIP | $2,500 |
| KOLBY PLACE WHITE MOUNTAINS COMMUNI Berlin, NH | SCHOLARSHIP | $2,500 |
| MEALS ON WHEELS Wolfeboro, NH | GENERAL | $2,000 |
| WOLFEBORO AREA CHILDREN'S CENTER Wolfeboro, NH | GENERAL | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Debra Golder | Trustee | 1 | $200 |
| Richard D Sager | Trustee | 1 | $200 |
| William Albee | Trsutee | 1 | $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 September 2026. Sourced from IRS Form 990-PF filings.