The White Companies Charitable Trust
The White Companies Charitable Trust is a private foundation based in Auburn, Massachusetts. Its reported giving supports charitable organizations, including community, health, education, and cultural organizations.
Key facts about The White Companies Charitable Trust
In short: The White Companies Charitable Trust gave $156K across 86 grants in 2026 (avg $2K), mostly in Massachusetts. 35% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- EIN
- 04-2731784
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $155,582
- Grants made (2026)
- 86
- Average grant
- $1,809
- Median grant
- $500
- New grantees (estimate)
- 35% first-time grantees (26 of 74, 2026)
- Total assets
- $4,004,015
- Primary geography
- Massachusetts (77% of itemized 2026 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$4.0M
+22.8% YoY
Annual Giving
$156K
+21.0% YoY
Grant Count
86
-6.5% YoY
Avg Grant Size
$2K
+29.4% YoY
Under IRS private-foundation payout rules, The White Companies Charitable Trust reported a distributable amount of $229K for 2026 — the minimum it must pay out in qualifying distributions.
Is The White Companies Charitable Trust open to new grantees?
35%
first-time grantees, 2026
In 2026, 26 of 74 grantees (35%) were first-time recipients. First grants averaged $2K; repeat grants $2K. How we count
Medians: $500 first-time, $500 repeat.
- 61% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+12%). Method
- In 2026 it paid out 69% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No separate mission statement for the trust is provided. Its grants show support for organizations working in a range of areas. For example, Community Harvest Project says its mission is to engage and educate volunteers to grow fresh fruits and vegetables for hunger relief. The PKD Foundation says it funds research, advocates for patients, and builds community for people impacted by polycystic kidney disease. The Forman School describes itself as a college preparatory school for students with identified learning differences.
Other 2026 recipients include the Alzheimer’s Association, DetectoG’ether, YMCA Central MA, Old Sturbridge Village, and All Saints Church. R.H. White’s website also describes company involvement with organizations including Easterseals, the Multiple Sclerosis Society, the American Cancer Society, and Community Harvest Project.
Grantmaking
In filing year 2026, the trust reported 86 grants totaling $155,582. Grant amounts ranged from $100 to $20,000, with a median of $500. The largest listed grants included $20,000 each to All Saints Church in Worcester, Massachusetts, and Community Harvest Project in North Grafton, Massachusetts. Other notable grants included $10,000 each to the PKD Foundation and the Town of Gosnold, and $8,500 to the Forman School.
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Geographic Focus
Where this funder awards grants
The trust is based in Auburn, Massachusetts. In filing year 2026, 77% of grant dollars went to recipients in Massachusetts; other recipient states included Connecticut (6%), Missouri (6%), Virginia (3%), and New York (3%).
Grant Distribution by State
Share of 2026 grant dollars across all 86 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $110K (2022) to $169K (2021). In 2026 it made 86 grants totaling $156K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was All Saints Church ($20K). Together the top 10 received $106K.
Grant Size Distribution
417 grants across all recorded years
The most common grant size was under $50K: 417 grants of 417 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| All Saints Church Worcester, MA | Annual Support | $20,000 |
| Community Harvest Project North Grafton, MA | Annual Support | $20,000 |
| PKD Foundation Kansas City, MO | Annual Support | $10,000 |
| Town of Gosnold (Cuttyhunk) Cuttyhunk Island, MA | General Support | $10,000 |
| Town of Gosnold (Cuttyhunk) Cuttyhunk Island, MA | General Support | $10,000 |
| The Forman School Litchfield, CT | Annual Fund | $8,500 |
| Donate Life America Richmond, VA | Annual Holiday Donation | $5,000 |
| Old Sturbridge Village Sturbridge, MA | General Support | $5,000 |
| YMCA Central MA Worcester, MA | General Support | $5,000 |
| Revitalize CDC Springfield, MA | General Support | $3,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2026 | $4,004,015 | $921,020 | $178,645 | $155,582 |
| 2025 | $3,261,640 | $1,112,044 | $145,720 | $128,598 |
| 2024 | $2,295,316 | $586,107 | $144,768 | $129,155 |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $4,004,015 | $3,261,640 | $2,295,316 |
| Revenue | $921,020 | $1,112,044 | $586,107 |
| Expenses | $178,645 | $145,720 | $144,768 |
| Qualifying Distributions | $158,427 | $130,495 | $129,155 |
| Net Investment Income | $101,984 | $81,717 | $62,906 |
| Distributable Amount | $228,962 | $170,881 | $119,247 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 15, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 18, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 29, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 9, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 9, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists David H. White, Heather E. Whitney, and Mark L. Donahue as trustees.
The White Companies Charitable Trust's 2026 filing lists 3 officers; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
David H. White
Trustee
On filings since 2021
0.1 hrs/week
No compensation reported
Heather E. Whitney
Trustee
On filings since 2021
0.1 hrs/week
No compensation reported
Mark L. Donahue
Trustee
On filings since 2021
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 41 Central Street, Auburn, MA 01501
Phone: (508) 832-3295
Website: https://rhwhite.com
Frequently asked questions about The White Companies Charitable Trust
How much does The White Companies Charitable Trust give each year?
The White Companies Charitable Trust gave $156K across 86 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $129K across 92 grants.
What is The White Companies Charitable Trust's typical grant size?
The White Companies Charitable Trust's median grant in 2026 was $500, and its average grant was $1,809, across 86 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from The White Companies Charitable Trust that year got $2K on average.
Where does The White Companies Charitable Trust give grants?
The White Companies Charitable Trust gives mostly in Massachusetts: 77% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (6%) and Missouri (6%). The most frequent recipient cities were Worcester, MA (10 grants), Boston, MA (10 grants), Needham, MA (7 grants) and Falmouth, MA (4 grants).
Does The White Companies Charitable Trust give general operating support?
Yes: 84% of The White Companies Charitable Trust's 2026 grants with a stated purpose (72 of 86) were for general or operating support, per its 2026 IRS Form 990-PF. Recurring purposes include "Annual Support" (7 grants).
Who are The White Companies Charitable Trust's largest grantees?
The White Companies Charitable Trust's largest 2026 grantees include All Saints Church ($20,000), Community Harvest Project ($20,000) and Town of Gosnold (Cuttyhunk) ($20,000 across 2 grants), according to its 2026 IRS Form 990-PF. Together they received 39% of its itemized 2026 grant dollars.
How large is The White Companies Charitable Trust?
The White Companies Charitable Trust reported $4.0M in total assets on its 2026 IRS Form 990-PF. It paid out $158K in qualifying distributions that year, against a required minimum of $229K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The White Companies Charitable Trust fund?
No separate mission statement for the trust is provided. Its grants show support for organizations working in a range of areas. For example, Community Harvest Project says its mission is to engage and educate volunteers to grow fresh fruits and vegetables for hunger relief. See mission & focus areas ↑
How do I apply for a grant from The White Companies Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The White Companies Charitable Trust's EIN?
The White Companies Charitable Trust's EIN (Employer Identification Number) is 04-2731784. IRS Form 990 filing data is available on this page for 2021–2026.
Does The White Companies Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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