Henry F Hurlburt III Charitable Trust
The Henry F Hurlburt III Charitable Trust is a private foundation based in Ossipee, New Hampshire. Its 2025 filing describes contributions to religious, charitable, or educational organizations, and to individuals for educational or other charitable purposes, with contributions limited to organizations and individuals located in Wolfeboro or Tuftonboro, New Hampshire.
Henry F Hurlburt III Charitable Trust at a glance
In short: Henry F Hurlburt III Charitable Trust gave $37K across 19 grants in 2025 (avg $2K), mostly in New Hampshire. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $36,500
- -15.1% vs 2024
- Grants made (2025)
- 19
- -5.0% vs 2024
- Average grant
- $1,921
- -10.6% vs 2024
- Median grant
- $1,500
- Total assets
- $735,176
- +12.5% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2025; small sample)
- Primary geography
- New Hampshire (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Henry F Hurlburt III Charitable Trust
- How to Apply
-
The 2025 filing says to contact Richard Sager with a letter. It states that contributions are made to religious, charitable, or educational organizations, or to worthy individuals for educational or other charitable purposes, and are limited to organizations and individuals located in Wolfeboro or Tuftonboro, New Hampshire. The filing also says the foundation does not restrict giving to preselected organizations.
- Contact
Application contact: Richard Sager
Mailing address: PO Box 385, Ossipee, NH 03864
Phone: (603) 539-8188
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Henry F Hurlburt III Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Brewster Academy ($4K). Together the top 10 received $18K.
Organizations only. It also paid 4 individual scholarships ($16,000), which are not listed by name.
Grant Size Distribution
97 grants across all recorded years
The most common grant size was under $50K: 97 grants of 97 (100%).
Geographic Focus
Where this funder awards grants
The trust’s 2025 filing limits contributions to organizations and individuals located in Wolfeboro or Tuftonboro, New Hampshire. In the 2025 grant data, 75% of grant dollars went to recipients in New Hampshire, 12% to Massachusetts, and 12% to Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Is Henry F Hurlburt III Charitable Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 15 grantees (0%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $36K (2021) to $46K (2023). In 2025 it made 19 grants totaling $37K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 4 individual scholarships Recipients not named | — | $16,000 |
| Brewster Academy Wolfeboro, NH | General | $3,500 |
| VNA and Hospice of Caroll County Wolfeboro, NH | General | $2,500 |
| End 68 Hours of Hunger Wolfeboro, NH | General | $2,000 |
| Meals on Wheels Wolfeboro, NH | General | $2,000 |
| Wolfeboro Area Children's Center Wolfeboro, NH | General | $2,000 |
| Kingswood Youth Center Wolfeboro Falls, NH | General | $1,500 |
| Life Ministries Wolfeboro Falls, NH | General | $1,500 |
| Lakes Region Humane Society Ossipee, NH | General | $1,000 |
| Tuftonboro Historical Society Melvin Village, NH | General | $1,000 |
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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 | $735,176 | $138,473 | $51,600 | $36,500 | 19 | $36,500 | $138,473 | $45,442 |
| 2024 | $653,328 | $359,867 | $54,659 | $43,000 | 20 | $43,000 | $359,867 | $39,010 |
| 2023 | $348,540 | $30,196 | $53,375 | $46,000 | 20 | $46,000 | $30,196 | $42,910 |
| 2022 | $372,567 | $28,318 | $38,315 | $36,000 | 19 | $36,000 | $28,318 | $44,239 |
| 2021 | $383,193 | $44,512 | $40,031 | $35,500 | 19 | $35,500 | $44,512 | $41,681 |
| 2020 | $379,136 | $30,532 | $41,653 | $36,500 | 19 | — | $30,532 | $41,672 |
| 2019 | $390,640 | $38,258 | $47,706 | $44,500 | 19 | — | $38,258 | $40,193 |
Under IRS private-foundation payout rules, Henry F Hurlburt III Charitable Trust reported a distributable amount of $45K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included scholarships and support for charitable organizations. Among the grantees, Brewster Academy says it prepares diverse thinkers for lives of purpose; the Wolfeboro Area Children’s Center says it serves children and families through developmental, educational, and family services; and Kingswood Youth Center says it provides programs for teens focused on education, arts, and community leadership. Other grantees describe work that includes food assistance, support for a local museum, and care and adoption services for displaced cats and dogs.
Grantmaking
In 2025, the trust made 19 grants totaling $36,500. Grants ranged from $500 to $4,500, with a median grant of $1,500. The largest awards included $4,500 each for scholarships associated with the University of New Hampshire, Berklee College, and Eckerd College; $3,500 to Brewster Academy; and $2,500 to VNA and Hospice of Carroll County. Other grants included $2,000 each to END 68 HOURS OF HUNGER, Meals on Wheels, and Wolfeboro Area Children’s Center, and $1,500 each to Kingswood Youth Center and Life Ministries.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Debra Golder, Richard D. Sager, and William Albee as trustees.
Henry F Hurlburt III Charitable Trust's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Debra Golder
Trustee
On filings since 2019
1 hr/week
$800 (2020) → $200 (2025)
Richard D. Sager
Trustee
On filings since 2019
1 hr/week
$200 (2020) → $200 (2025)
William Albee
Trsutee
On filings since 2020
1 hr/week
$200 (2020) → $200 (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $200, to Debra Golder (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Henry F Hurlburt III Charitable Trust
How much does Henry F Hurlburt III Charitable Trust give each year?
Henry F Hurlburt III Charitable Trust gave $37K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 20 grants.
What is Henry F Hurlburt III Charitable Trust's typical grant size?
Henry F Hurlburt III Charitable Trust's median grant in 2025 was $1,500, and its average grant was $1,921, across 19 grants on its 2025 IRS Form 990-PF.
Where does Henry F Hurlburt III Charitable Trust give grants?
Henry F Hurlburt III Charitable Trust gives mostly in New Hampshire: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (12%) and Florida (12%). The most frequent recipient cities were Wolfeboro, NH (9 grants) and Wolfeboro Falls, NH (2 grants).
Does Henry F Hurlburt III Charitable Trust give general operating support?
Yes: 79% of Henry F Hurlburt III Charitable Trust's 2025 grants with a stated purpose (15 of 19) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship" (4 grants).
Who are Henry F Hurlburt III Charitable Trust's largest grantees?
Henry F Hurlburt III Charitable Trust's largest 2025 grantees include Brewster Academy ($3,500), VNA and Hospice of Caroll County ($2,500) and End 68 Hours of Hunger ($2,000), according to its 2025 IRS Form 990-PF. It also paid 4 individual scholarships ($16,000), which are not listed by name. Together they received 22% of its itemized 2025 grant dollars.
How large is Henry F Hurlburt III Charitable Trust?
Henry F Hurlburt III Charitable Trust reported $735K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $45K (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 does Henry F Hurlburt III Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included scholarships and support for charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Henry F Hurlburt III Charitable Trust?
The 2025 filing says to contact Richard Sager with a letter. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- 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 November 17, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
Live grants for the work Henry F Hurlburt III Charitable Trust funds
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