NBT II Foundation JH3540

Private foundation · Grantmaker Boston, MA EIN: 56-2341579

NBT II FOUNDATION JH3540 is a private foundation based in Boston, Massachusetts. In 2024, it made 21 grants totaling $900,000, all to recipients in Massachusetts. Its grants included support for biomedical research, youth education and employment, arts, and community organizations.

Key facts about NBT II Foundation JH3540

In short: NBT II Foundation JH3540 gave $900K across 22 grants in 2025 (avg $41K), mostly in Massachusetts. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
56-2341579
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$900,000
Grants made (2025)
22
Average grant
$40,909
Median grant
$35,000
New grantees (estimate)
27% first-time grantees (6 of 22, 2025)
Total assets
$11,085,758
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

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

$11.1M

+5.5% YoY

Annual Giving

$900K

+0.0% YoY

Grant Count

22

+4.8% YoY

Avg Grant Size

$41K

-4.5% YoY

Under IRS private-foundation payout rules, NBT II Foundation JH3540 reported a distributable amount of $923K for 2025 — the minimum it must pay out in qualifying distributions.

Is NBT II Foundation JH3540 open to new grantees?

27%

first-time grantees, 2025

In 2025, 6 of 22 grantees (27%) were first-time recipients. First grants averaged $35K; repeat grants $43K. How we count

Medians: $33K first-time, $35K repeat.

  • 68% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+10%). Method
  • In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). 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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including biomedical research, youth development and employment, arts and music, food systems, and STEM education.

Grantee descriptions illustrate this range. Boston Arts Academy Foundation says it raises funds to support Boston Arts Academy and access to public arts education. YouthBuild Boston describes its work as providing education and skills training for low-income youth and developing employment opportunities. Artists for Humanity says it uses mentorship and paid professional experiences to help teens build their futures. Science Club for Girls describes its mission as fostering STEM excitement, confidence, and literacy for girls and gender-expansive youth from underrepresented communities.

Grantmaking

In 2024, the foundation awarded 21 grants totaling $900,000. Grant amounts ranged from $2,500 to $150,000, with a median of $35,000. Among the largest awards were $150,000 to Whitehead Institute for Biomedical Research, $100,000 to Cure Alzheimer’s Fund, $95,000 to Future Chefs, and $60,000 to Groton Hill Music Center. Other awards included $45,000 each to Boston Arts Academy Foundation and YouthBuild Boston, and $40,000 each to Hyde Square Task Force, Year Up Greater Boston, and Artists for Humanity.

Your AI grants department

Ready to take the next step with NBT II Foundation JH3540?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

All grant dollars in 2024 went to recipients in Massachusetts.

Grant Distribution by State

2states

Share of 2025 grant dollars across all 22 itemized grants.

Cities

BostonLincolnCambridgeJamaica PlainRoxburyConcordWellesley HillsActonAllstonGrotonJamaicaNew BedfordParsonsfieldSomervilleWellesley

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M22 grants2019 26 grants2020 27 grants2021 28 grants2022 13 grants2023 21 grants2024 22 grants2025

From 2019 to 2025, annual grant giving ranged from $430K (2023) to $1.1M (2019). In 2025 it made 22 grants totaling $900K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

The Broad Institute Inc: $150KThe Broad Institute Inc$150KHousehold Goods: $100KHousehold Goods$100KCure Alzheimer's Fund: $100KCure Alzheimer's Fund$100KGroton Hill Music Center: $50KGroton Hill Music Center$50KYouthbuild Boston Inc: $45KYouthbuild Boston Inc$45KHyde Square Task Force: $40KHyde Square Task Force$40KArtists for Humanity: $40KArtists for Humanity$40KYear up United: $40KYear up United$40KConservatory Lab Charter School: $40KConservatory Lab CharterSchool$40KZumix: $35KZumix$35K

The largest 2025 recipient was The Broad Institute Inc ($150K). Together the top 10 received $640K.

Grant Size Distribution

111 grants across all recorded years

94<$50K9$50–100K8$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 94 grants of 111 (85%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Broad Institute Inc Cambridge, MAInstitute's Pediatric$150,000
Household Goods Boston, MACharitable$100,000
Cure Alzheimer's Fund Wellesley Hills, MAImmunotherapies Targeting$100,000
Groton Hill Music Center Groton, MAUnrestricted Support$50,000
Youthbuild Boston Inc Roxbury, MABuilding Trades Exploration$45,000
Hyde Square Task Force Jamaica Plain, MAUnrestricted Support$40,000
Artists for Humanity Boston, MAYouth Arts Enterprise$40,000
Year up United Boston, MACharitable$40,000
Conservatory Lab Charter School Boston, MASupport of the Revolution$40,000
Zumix Boston, MAUnrestricted Support$35,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $10,510,426 $690,073 $1,027,817 $900,000 (21 grants)
2023 $10,867,125 $1,205,285 $524,731 $430,000 (13 grants)
2022 $10,210,652 $652,477 $946,034 $815,000 (28 grants)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$11,085,758$10,510,426$10,867,125
Revenue$1,704,024$690,073$1,205,285
Expenses$1,028,058$1,027,817$524,731
Qualifying Distributions$973,752$956,073$478,807
Net Investment Income$1,651,651$637,802$1,135,760
Distributable Amount$923,096$917,633$812,658

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 9, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Richard K Nichols (see footnote), Joseph A Wheelock III, and Andronica Stanley-Wheelock as trustees.

NBT II Foundation JH3540's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Richard K. Nichols See Footnote

    Trustee

    On filings since 2019

    2 hrs/week

    $51K (2019) → $90K (2025)

  • Andronica Stanley-Wheelock

    Trustee

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Joseph A. Wheelock III

    Trustee

    On filings since 2019

    2 hrs/week

    No compensation reported

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

Richard K Nichols See Footnote — Trustee: $90KRichard K Nichols See…Trustee$90K

The highest reported compensation on the 2025 filing was $90K, to Richard K Nichols See Footnote (Trustee).

Contact

Mailing address: 50 Congress St Ste 832, Boston, MA 02109-4017
Phone: (617) 523-6800

Frequently asked questions about NBT II Foundation JH3540

How much does NBT II Foundation JH3540 give each year?

NBT II Foundation JH3540 gave $900K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $900K across 21 grants.

What is NBT II Foundation JH3540's typical grant size?

NBT II Foundation JH3540's median grant in 2025 was $35,000, and its average grant was $40,909, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from NBT II Foundation JH3540 that year got $35K on average.

Where does NBT II Foundation JH3540 give grants?

NBT II Foundation JH3540 gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (10 grants), Lincoln, MA (3 grants), Cambridge, MA (2 grants) and Roxbury, MA (2 grants).

Does NBT II Foundation JH3540 give general operating support?

Yes: 27% of NBT II Foundation JH3540's 2025 grants with a stated purpose (6 of 22) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Charitable" (6 grants).

Who are NBT II Foundation JH3540's largest grantees?

NBT II Foundation JH3540's largest 2025 grantees include The Broad Institute Inc ($150,000), Household Goods ($100,000) and Cure Alzheimer's Fund ($100,000), according to its 2025 IRS Form 990-PF. Together they received 39% of its itemized 2025 grant dollars.

How large is NBT II Foundation JH3540?

NBT II Foundation JH3540 reported $11.1M in total assets on its 2025 IRS Form 990-PF. It paid out $974K in qualifying distributions that year, against a required minimum of $923K (roughly 5% of its investment assets).

What does NBT II Foundation JH3540 fund?

No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including biomedical research, youth development and employment, arts and music, food systems, and STEM education. See mission & focus areas ↑

How do I apply for a grant from NBT II Foundation JH3540?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is NBT II Foundation JH3540's EIN?

NBT II Foundation JH3540's EIN (Employer Identification Number) is 56-2341579. IRS Form 990 filing data is available on this page for 2019–2025.

Does NBT II Foundation JH3540 accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Your AI grants department

Here's the math on researching NBT II Foundation JH3540 by hand.

Explore Open Grants

Browse active grant opportunities in NBT II Foundation JH3540's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Boston Foundation Inc

Boston, MA

The Boston Foundation funds equity-focused work in child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer awards from up to $15,000 to $50,000; it accepts applications through some competitive initiatives, but whether it accepts unsolicited requests generally is not stated.

Assets

$2.1B

Grants

2,375

Total Given

$228.4M

Liberty Mutual Foundation Inc

Boston, MA

Liberty Mutual Foundation funds nonprofits working on basic needs such as food and shelter, education and workforce development, and climate and community infrastructure, primarily in the Boston area, with grants also made in other states. Its 2024 grants had a median of $35,000 and ranged from $2,500 to $11 million; it accepts online applications on a rolling basis, with no stated deadlines.

Philanthropy, Voluntarism & Grantmaking

Assets

$46.1M

Grants

706

Total Given

$50.6M

Eastern Bank Foundation

Wakefield, MA

Eastern Bank Foundation funds systemic efforts to advance economic inclusion and mobility, including small-business equity, early childhood development, affordable housing, and workforce development. Its programs range from $1,000–$10,000 for Community Donations, up to $15,000 for CITC Grants, and $50,000–$150,000 for Impact Grants; it supports organizations primarily in Massachusetts, New Hampshire, and Rhode Island. The foundation accepts online applications, with no specific submission deadlines stated.

Assets

$266.7M

Grants

1,786

Total Given

$19.0M

William E Schrafft and Bertha E Schrafft Charitable Trust

Boston, MA

The Trust funds youth development, academic enrichment, and arts and culture programs for underserved young people, mainly through community organizations and schools in Boston; in New Bedford, it supports pathways to economic independence for underserved youth and young adults. Its 2024 grants ranged from $1,000 to $100,000, with a median of $20,000; new applicants must first submit a letter of intent, while recent grantees may apply directly.

Assets

$47.6M

Grants

100

Total Given

$2.2M

Cummings Foundation Grants Inc (FKA Oneworld Boston Inc)

Woburn, MA

The foundation supports nonprofits focused on human services, education, healthcare, fairness and justice, and environmental causes, primarily in greater Boston and eastern Massachusetts, with limited support for Rwanda’s recovery. Its 2024 grants ranged from $1,000 to $3.5 million, with a median of $35,000; it accepts letters of inquiry through an online portal for its local grant program.

Philanthropy, Voluntarism & Grantmaking

Assets

$258.2M

Grants

658

Total Given

$38.2M

NBT Charitable Trust

Boston, MA

Assets

$2.8M

Grants

9

Total Given

$300K

Rockland Trust - Blue Hills Charitable Foundation

Rockland, MA

The foundation supported Massachusetts-area 501(c)(3) organizations in areas including affordable housing, community development, education, financial literacy, health and human services, and youth programs. Its 2022 grants ranged from $1,000 to $50,000, with a median of $5,000; the foundation merged into Rockland Trust Charitable Foundation and wound down as a separate entity, so its application instructions are not current.

Assets

—

Grants

123

Total Given

$903K

Highland Street Connection

Newton, MA

Highland Street Foundation funds programs supporting children and families, including education, youth mentoring, housing, health care, the environment, and the arts, primarily in Massachusetts, with some support in California and elsewhere. Its 2024 grants ranged from $400 to $100,000, with a median of $5,000. It does not accept unsolicited requests; eligible organizations may submit a letter of inquiry after completing its online eligibility quiz.

Assets

$60.4M

Grants

410

Total Given

$4.4M

Philanthropy Massachusetts Inc

Boston, MA

Philanthropy Massachusetts’s Summer Fund supports summer camps and enrichment programs serving youth ages 5–18, with a focus on Boston, Cambridge, Somerville, and Chelsea. Its typical grant was $10,000 in 2024; first-year awards may be up to $7,500 per site, while current grantees may request up to $40,000 per site. Eligible organizations submit a Notice of Intent and, if invited, a full application; the profile does not state whether unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$6.1M

Grants

87

Total Given

$1.4M

Barr Foundation

Boston, MA

Barr Foundation funds arts and creativity, climate, education, and related initiatives, primarily supporting organizations and leaders in New England. Its 2024 grants ranged from $100 to $3.275 million, with a median of $80,000. It welcomes inquiries through program pages and occasionally issues open requests for proposals; most grants go to returning partners.

Assets

$1.9B

Grants

903

Total Given

$123.2M

American Tower Corporation Foundation

Boston, MA

Philanthropy, Voluntarism & Grantmaking

Assets

$15.4M

Grants

632

Total Given

$1.7M

More Funders in Massachusetts

NBT II Foundation JH3540 down — hundreds of funders to go?

Want AI to do this for you?