Ruth B Whittemore Charitable Trust
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
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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.