Ruth B Whittemore Charitable Trust

FITCHBURG, MA EIN: 04-6916255

Ruth B Whittemore Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FITCHBURG, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 10 grants totaling $282K. Net investment income was $163K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

-4.9% YoY

Annual Giving

$282K

-5.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$28K

-5.7% YoY

Under IRS private-foundation payout rules, Ruth B Whittemore Charitable Trust reported a distributable amount of $299K for 2024 — the minimum it must pay out in qualifying distributions.

About Ruth B Whittemore Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $1.3M (90%)

Montana $72K (5%)

New Mexico $72K (5%)

States

Massachusetts Montana New Mexico

Cities

AshburnhamAshlandFitchburgGallupLancasterRutlandWorcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,336,690	$2,456,457	$2,598,572
Revenue	$192,390	$187,290	$181,051
Expenses	$312,157	$329,405	$322,095
Qualifying Distributions	$282,340	$299,500	$291,060
Net Investment Income	$162,573	$161,346	$150,025
Distributable Amount	$298,754	$282,332	$299,500

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

50 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Stevens Memorial Library ($42,351), Ymca of Central Massachusetts ($42,351), Ashburnham Community Church ($28,234).

Recipient	Purpose	Amount
ASHBURNHAM COMMUNITY CHURCH ASHBURNHAM, MA	UNRESTRICTED	$28,234
GIRL SCOUTS MONTACHUSETT COUNCIL INC WORCESTER, MA	UNRESTRICTED	$28,234
HEART OF NEW ENGLAND COUNCIL BSA INC RUTLAND, MA	UNRESTRICTED	$28,234
OUR FATHER'S HOUSE FITCHBURG, MA	UNRESTRICTED	$28,234
SOUTHWEST INDIAN FOUNDATION P O BOX 86 GALLUP, NM	UNRESTRICTED	$14,117
ST DENNIS CHURCH ST VINCENT DE PAUL SOC ASHBURNHAM, MA	UNRESTRICTED	$28,234
ST LABRE INDIAN SCHOOL EDUCATION ASSN ASHLAND, MT	UNRESTRICTED	$14,117
STEVENS MEMORIAL LIBRARY ASHBURNHAM, MA	UNRESTRICTED	$42,351
UNITED WAY OF NORTH CENTRAL MA FITCHBURG, MA	UNRESTRICTED	$28,234
YMCA OF CENTRAL MASSACHUSETTS WORCESTER, MA	UNRESTRICTED	$42,351

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DAVID G SOUTHCOTTE SR	TRUSTEE	1	$13,500
ELISHA W ERB	TRUSTEE	1	$13,500

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ruth B Whittemore Charitable Trust?

Ruth B Whittemore Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FITCHBURG, MA. It holds $2.3M in total assets as of 2024.

How large is Ruth B Whittemore Charitable Trust?

As of 2024, Ruth B Whittemore Charitable Trust holds $2.3M in total assets with $192K in annual revenue. It awarded 10 grants totaling $282K in 2024.

Where does Ruth B Whittemore Charitable Trust operate?

Ruth B Whittemore Charitable Trust has awarded grants in Massachusetts, Montana, New Mexico.

What size grants does Ruth B Whittemore Charitable Trust award?

In 2024, Ruth B Whittemore Charitable Trust awarded 10 grants totaling $282K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Ruth B Whittemore Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ruth B Whittemore Charitable Trust reported a distributable amount of $299K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ruth B Whittemore Charitable Trust's EIN?

Ruth B Whittemore Charitable Trust's EIN (Employer Identification Number) is 04-6916255. IRS Form 990 filing data is available on this page for 2020–2024.