Nbt Charitable Trust
Nbt Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 7 grants totaling $250K. Net investment income was $398K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+4.1% YoY
Annual Giving
$250K
-48.2% YoY
Grant Count
7
-53.3% YoY
Avg Grant Size
$36K
+11.0% YoY
About Nbt Charitable Trust
Based on IRS filings
Nbt Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 7 grants totaling $250K. Net investment income was $398K.
Ready to take the next step with Nbt Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,846,061 | $2,735,177 | $2,601,401 |
| Revenue | $414,365 | $651,837 | $144,750 |
| Expenses | $298,036 | $511,094 | $147,128 |
| Qualifying Distributions | $266,836 | $495,665 | $126,214 |
| Net Investment Income | $398,221 | $630,182 | $118,998 |
| Distributable Amount | $258,350 | $238,995 | $244,976 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH A WHEELOCK III | TRUSTEE (SEE FOOTNOTE) | 2 | — |
| RICHARD K NICHOLS | TRUSTEE (SEE FOOTNOTE) | 2 | $25,108 |
| ANDRONICA T WHEELOCK | TRUSTEE (SEE FOOTNOTE) | 2 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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