Liswhit Foundation - Rbc Trust Account
Liswhit Foundation - Rbc Trust Account is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOODSTOCK, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 18 grants totaling $366K. Net investment income was $234K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9M
-16.8% YoY
Annual Giving
$366K
+40.8% YoY
Grant Count
18
+157.1% YoY
Avg Grant Size
$20K
-45.2% YoY
Under IRS private-foundation payout rules, Liswhit Foundation - Rbc Trust Account reported a distributable amount of $279K for 2024 — the minimum it must pay out in qualifying distributions.
About Liswhit Foundation - Rbc Trust Account
Based on IRS filings
Liswhit Foundation - Rbc Trust Account is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOODSTOCK, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 18 grants totaling $366K. Net investment income was $234K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2021 |
|---|---|---|---|
| Total Assets | $2,904,027 | $3,488,943 | $3,581,089 |
| Revenue | $276,182 | $172,235 | $341,775 |
| Expenses | $408,323 | $302,053 | $298,444 |
| Qualifying Distributions | $366,000 | $259,864 | $257,179 |
| Net Investment Income | $233,859 | $131,671 | $298,269 |
| Distributable Amount | $278,576 | $255,405 | $323,284 |
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
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lesley Ellis School ($100,000), Woodstock History Center ($55,000), Woodstock Historical Society ($55,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THOMPSON SENIOR CENTER WOODSTOCK, VT | UNRESTRICTED GIFT | $10,000 |
| SOUTH WOODSTOCK FIRE DEPARTMENT SOUTH WOODSTOCK, VT | UNRESTRICTED GIFT | $10,000 |
| WOODSTOCK HISTORY CENTER WOODSTOCK, VT | UNRESTRICTED GIFT | $55,000 |
| SHADY HILL SCHOOL CAMBRIDGE, MA | UNRESTRICTED GIFT | $20,000 |
| MCLEAN HOSPITAL BELMONT, MA | UNRESTRICTED GIFT | $10,000 |
| LESLEY ELLIS SCHOOL ARLINGTON, MA | UNRESTRICTED GIFT | $100,000 |
| EDUCATIONAL ENRICHMENT FOR ROMANIAN NEWTON, MA | UNRESTRICTED GIFT | $10,000 |
| FIRST CONGREGATIONAL CHURCH OF AUBURN EAST FALLOWFIELD, MA | UNRESTRICTED GIFT | $20,000 |
| COVENANT HOUSE OF CALIFORNIA LOS ANGELES, CA | UNRESTRICTED GIFT | $10,000 |
| WOUNDED WARRIOR PROJECT NEW YORK, NY | UNRESTRICTED GIFT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLOTTE D'ARCY DONALDSON | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Liswhit Foundation - Rbc Trust Account?
Liswhit Foundation - Rbc Trust Account is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOODSTOCK, VT. It holds $2.9M in total assets as of 2024.
How large is Liswhit Foundation - Rbc Trust Account?
As of 2024, Liswhit Foundation - Rbc Trust Account holds $2.9M in total assets with $276K in annual revenue. It awarded 18 grants totaling $366K in 2024.
Where does Liswhit Foundation - Rbc Trust Account operate?
Liswhit Foundation - Rbc Trust Account has awarded grants in California, Connecticut, Massachusetts, New Hampshire, New York, Pennsylvania, Vermont, Wyoming.
What size grants does Liswhit Foundation - Rbc Trust Account award?
In 2024, Liswhit Foundation - Rbc Trust Account awarded 18 grants totaling $366K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Liswhit Foundation - Rbc Trust Account required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Liswhit Foundation - Rbc Trust Account reported a distributable amount of $279K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Liswhit Foundation - Rbc Trust Account's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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