The Weston Charitable Trust

NEW LONDON, NH EIN: 04-6639155

The Weston Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW LONDON, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.2M in total assets. In 2024, it awarded 5 grants totaling $664K. Net investment income was $212K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.2M

-0.5% YoY

Annual Giving

$664K

+8.8% YoY

Grant Count

5

-44.4% YoY

Avg Grant Size

$133K

+95.8% YoY

Under IRS private-foundation payout rules, The Weston Charitable Trust reported a distributable amount of $599K for 2024 — the minimum it must pay out in qualifying distributions.

About The Weston Charitable Trust

Based on IRS filings

The Weston Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW LONDON, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.2M in total assets. In 2024, it awarded 5 grants totaling $664K. Net investment income was $212K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BostonCincinnati

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$238K$477K$715K$954K20202021202220232024
Metric202420232022
Total Assets$6,178,056$6,209,206$6,192,895
Revenue$275,775$257,233$236,678
Expenses$729,597$668,671$866,834
Qualifying Distributions$664,061$610,441$796,257
Net Investment Income$211,796$200,558$177,036
Distributable Amount$598,658$555,115$536,646

Giving Over Time

Total grant dollars and number of grants per year

$0$199K$398K$597K$796K1 grants20202 grants202120 grants20229 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

THE BOSTON FOUNDATION$200KFIDELITY INVESTMENTS CHA…$134KFIDELITY INVESTMENTS CHA…$124KFIDELITY INVESTMENTS CHA…$105KFIDELITY INVESTMENTS CHA…$101K

Grant Size Distribution

37 grants across all recorded years

20<$50K4$50–100K12$100–250K$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Boston Foundation ($200,000), Fidelity Investments Charitable Gift Fund ($134,103), Fidelity Investments Charitable Gift Fund ($124,265).

RecipientPurposeAmount
FIDELITY INVESTMENTS CHARITABLE GIFT FUND CINCINNATI, OHVARIOUS$124,265
FIDELITY INVESTMENTS CHARITABLE GIFT FUND CINCINNATI, OHVARIOUS$134,103
FIDELITY INVESTMENTS CHARITABLE GIFT FUND CINCINNATI, OHVARIOUS$100,620
FIDELITY INVESTMENTS CHARITABLE GIFT FUND CINCINNATI, OHVARIOUS$105,073
THE BOSTON FOUNDATION BOSTON, MAVARIOUS$200,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
EDWARD W HOYTTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Weston Charitable Trust?

The Weston Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW LONDON, NH. It holds $6.2M in total assets as of 2024.

How large is The Weston Charitable Trust?

As of 2024, The Weston Charitable Trust holds $6.2M in total assets with $276K in annual revenue. It awarded 5 grants totaling $664K in 2024.

Where does The Weston Charitable Trust operate?

The Weston Charitable Trust has awarded grants in Massachusetts, Ohio.

What size grants does The Weston Charitable Trust award?

In 2024, The Weston Charitable Trust awarded 5 grants totaling $664K — an average of about $133K per grant, based on its IRS Form 990 filings.

How much is The Weston Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Weston Charitable Trust reported a distributable amount of $599K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Weston Charitable Trust's EIN?

The Weston Charitable Trust's EIN (Employer Identification Number) is 04-6639155. IRS Form 990 filing data is available on this page for 2020–2024.

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

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