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

10

+0.0% YoY

Avg Grant Size

$28K

-5.7% YoY

About Ruth B Whittemore Charitable Trust

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AshburnhamAshlandFitchburgGallupLancasterRutlandWorcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$91K$181K$272K$362K20202021202220232024
Metric202420232022
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

$0$75K$150K$225K$300K10 grants202010 grants202110 grants202210 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

STEVENS MEMORIAL LIBRARY$42KYMCA OF CENTRAL MASSACHU…$42KASHBURNHAM COMMUNITY CHU…$28KGIRL SCOUTS MONTACHUSETT…$28KHEART OF NEW ENGLAND COU…$28KOUR FATHER'S HOUSE$28KST DENNIS CHURCH ST VINC…$28KUNITED WAY OF NORTH CENT…$28KSOUTHWEST INDIAN FOUNDAT…$14KST LABRE INDIAN SCHOOL E…$14K

Grant Size Distribution

50 grants across all recorded years

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

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

DAVID G SOUTHCOTTE SRTRUSTEE$14KELISHA W ERBTRUSTEE$14K

From 2024 filing

NameTitleHoursCompensation
DAVID G SOUTHCOTTE SRTRUSTEE1$13,500
ELISHA W ERBTRUSTEE1$13,500

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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