NBT II Foundation is a private independent foundation established in 2003 and based in Boston, Massachusetts. The foundation operates as a grantmaking organization with a selective approach to charitable giving.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10.5M
-3.3% YoY
Annual Giving
$900K
+109.3% YoY
Grant Count
21
+61.5% YoY
Avg Grant Size
$43K
+29.6% YoY
Grantmaking
The foundation has indicated it only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds.
How to Apply
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $18,000,000 (2023)
Annual Activity (2023):
- Total distributions: $479,000
- Contributions received: $0
- Latest tax filing: 2023 (published by IRS in June 2024)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,510,426 | $10,867,125 | $10,210,652 |
| Revenue | $690,073 | $1,205,285 | $652,477 |
| Expenses | $1,027,817 | $524,731 | $946,034 |
| Qualifying Distributions | $956,073 | $478,807 | $870,906 |
| Net Investment Income | $637,802 | $1,135,760 | $567,372 |
| Distributable Amount | $917,633 | $812,658 | $813,850 |
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
115 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by three trustees:
- Richard K Nichols — Trustee (2 hours/week, $81,000 compensation)
- Joseph A Wheelock III — Trustee (2 hours/week, no compensation)
- Andronica Stanley-Wheelock — Trustee (2 hours/week, no compensation)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD K NICHOLS SEE FOOTNOTE | TRUSTEE | 2 | $87,883 |
| JOSEPH A WHEELOCK III | TRUSTEE | 2 | — |
| ANDRONICA STANLEY-WHEELOCK | TRUSTEE | 2 | — |
Contact Information
Address: 50 Congress Street, Suite 832, Boston, MA 02109-4017
Telephone: 617-523-6800
EIN: 56-2341579
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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