Liswhit Foundation - RBC Trust Account
Liswhit Foundation - RBC Trust Account is a private foundation based in Woodstock, Vermont. Its 2025 filing reports 21 grants totaling $409,000 to organizations in several states; the foundation’s filing says it does not restrict giving to preselected organizations.
Key facts about Liswhit Foundation - RBC Trust Account
In short: Liswhit Foundation - RBC Trust Account gave $409K across 21 grants in 2025 (avg $19K), top state Massachusetts. 29% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 27-3988759
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $409,000
- Grants made (2025)
- 21
- Average grant
- $19,476
- Median grant
- $15,000
- New grantees (estimate)
- 29% first-time grantees (6 of 21, 2025)
- Total assets
- $2,769,645
- Primary geography
- Massachusetts (42% of itemized 2025 grant dollars)
- How to apply
- The filing says an application form developed by the foundation and candidates may be required for a request to distribute trust funds. Full details ↓
- Deadline
- None.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.8M
-4.6% YoY
Annual Giving
$409K
+11.7% YoY
Grant Count
21
+16.7% YoY
Avg Grant Size
$19K
-4.2% YoY
Under IRS private-foundation payout rules, Liswhit Foundation - RBC Trust Account reported a distributable amount of $282K for 2025 — the minimum it must pay out in qualifying distributions.
Is Liswhit Foundation - RBC Trust Account open to new grantees?
29%
first-time grantees, 2025
In 2025, 6 of 21 grantees (29%) were first-time recipients. First grants averaged $12K; repeat grants $23K. How we count
Medians: $2K first-time, $15K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out 145% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No foundation mission statement is provided. Its 2025 grants went to organizations working in areas including recreation, history, education, food access, public media, conservation, and support for people in need. For example, Woodstock Recreation Center describes itself as a community recreation and fitness center offering classes and youth sports, while Woodstock History Center says it shares and preserves Woodstock history through educational experiences and collections. Vermont Foodbank describes its mission as gathering and sharing food so no one in Vermont goes hungry.
Grantmaking
In filing year 2025, the foundation made 21 grants totaling $409,000. Grant amounts ranged from $1,000 to $100,000, with a median of $15,000. Notable grants included $100,000 to Lesley Ellis School, $57,000 to Woodstock Recreation Center, $55,000 to Woodstock History Center, $25,000 to Shady Hill School, and $20,000 each to Fighters 4 Life and Pennsylvania Philharmonic. The filing lists each of these grants as an unrestricted gift.
Review Cycle
None.
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Geographic Focus
Where this funder awards grants
In 2025, 42% of grant dollars went to recipients in Massachusetts and 36% to recipients in Vermont. The remaining reported shares went to California (9%), Pennsylvania (5%), and New York (4%).
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $256K (2021) to $409K (2025). In 2025 it made 21 grants totaling $409K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Lesley Ellis School ($100K). Together the top 10 received $337K.
Grant Size Distribution
66 grants across all recorded years
The most common grant size was under $50K: 55 grants of 66 (83%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lesley Ellis School Arlington, MA | Unrestricted Gift | $100,000 |
| Woodstock Recreation Center Woodstock, VT | Unrestricted Gift | $57,000 |
| Woodstock History Center Woodstock, VT | Unrestricted Gift | $55,000 |
| Shady Hill School Cambridge, MA | Unrestricted Gift | $25,000 |
| Fighters 4 Life El Segundo, CA | Unrestricted Gift | $20,000 |
| Pennsylvania Philharmonic Wilkes-Barre, PA | Unrestricted Gift | $20,000 |
| Thompson Senior Center Woodstock, VT | Unrestricted Gift | $15,000 |
| First Congregational Church of Auburn East Fallowfield, MA | Unrestricted Gift | $15,000 |
| Covenant House of California Los Angeles, CA | Unrestricted Gift | $15,000 |
| Wounded Warrior Project New York, NY | Unrestricted Gift | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant total | Grant count |
|---|---|---|---|---|---|
| 2025 | $2,769,645 | $317,518 | $458,296 | $409,000 | 21 |
| 2024 | $2,904,027 | $276,182 | $408,323 | $366,000 | 18 |
| 2023 | $3,488,943 | $172,235 | $302,053 | $259,864 | 7 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,769,645 | $2,904,027 | $3,488,943 |
| Revenue | $317,518 | $276,182 | $172,235 |
| Expenses | $458,296 | $408,323 | $302,053 |
| Qualifying Distributions | $409,000 | $366,000 | $259,864 |
| Net Investment Income | $274,829 | $233,859 | $131,671 |
| Distributable Amount | $282,028 | $278,576 | $255,405 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Charlotte D’Arcy Donaldson as trustee.
Liswhit Foundation - RBC Trust Account is led by Charlotte D'arcy Donaldson, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Charlotte D'arcy Donaldson
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Charlotte D'Arcy Donaldson
Mailing address: 10 College Hill Road, Woodstock, VT 05091
Phone: (508) 459-8037
Frequently asked questions about Liswhit Foundation - RBC Trust Account
How much does Liswhit Foundation - RBC Trust Account give each year?
Liswhit Foundation - RBC Trust Account gave $409K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $366K across 18 grants.
What is Liswhit Foundation - RBC Trust Account's typical grant size?
Liswhit Foundation - RBC Trust Account's median grant in 2025 was $15,000, and its average grant was $19,476, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Liswhit Foundation - RBC Trust Account that year got $12K on average.
Where does Liswhit Foundation - RBC Trust Account give grants?
Liswhit Foundation - RBC Trust Account's top state is Massachusetts, with 42% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Vermont (36%) and California (9%). The most frequent recipient cities were Woodstock, VT (3 grants).
Does Liswhit Foundation - RBC Trust Account give general operating support?
Yes: 100% of Liswhit Foundation - RBC Trust Account's 2025 grants with a stated purpose (21 of 21) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Liswhit Foundation - RBC Trust Account's largest grantees?
Liswhit Foundation - RBC Trust Account's largest 2025 grantees include Lesley Ellis School ($100,000), Woodstock Recreation Center ($57,000) and Woodstock History Center ($55,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.
How large is Liswhit Foundation - RBC Trust Account?
Liswhit Foundation - RBC Trust Account reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $409K in qualifying distributions that year, against a required minimum of $282K (roughly 5% of its investment assets).
What does Liswhit Foundation - RBC Trust Account fund?
No foundation mission statement is provided. Its 2025 grants went to organizations working in areas including recreation, history, education, food access, public media, conservation, and support for people in need. See mission & focus areas ↑
How do I apply for a grant from Liswhit Foundation - RBC Trust Account?
The filing says an application form developed by the foundation and candidates may be required for a request to distribute trust funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Liswhit Foundation - RBC Trust Account's EIN?
Liswhit Foundation - RBC Trust Account's EIN (Employer Identification Number) is 27-3988759. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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