The White Companies Charitable Trust logo

The White Companies Charitable Trust

Private foundation · Grantmaker Auburn, MA EIN: 04-2731784 Website

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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

23states

Share of 2026 grant dollars across all 86 itemized grants.

Cities

WorcesterBostonNeedhamFalmouthNorth GraftonHolyokeWalthamAuburnDudleyMemphisHyannisKansas CityLitchfieldNewtonSpringfieldTampaAlbert LeaAshlandCharltonMillbury

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K55 grants2021 75 grants2022 83 grants2023 81 grants2024 92 grants2025 86 grants2026

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

All Saints Church: $20KAll Saints Church$20KCommunity Harvest Project: $20KCommunity Harvest Project$20KTown of Gosnold (Cuttyhunk): $20K across 2 grantsTown of Gosnold (Cuttyhunk)$20K · 2 grantsPKD Foundation: $10KPKD Foundation$10KPMC: $9K across 7 grantsPMC$9K · 7 grantsThe Forman School: $9KThe Forman School$9KDonate Life America: $5KDonate Life America$5KOld Sturbridge Village: $5KOld Sturbridge Village$5KYMCA Central MA: $5KYMCA Central MA$5KRevitalize CDC: $3KRevitalize CDC$3K

The largest 2026 recipient was All Saints Church ($20K). Together the top 10 received $106K.

Grant Size Distribution

417 grants across all recorded years

417<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 417 grants of 417 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
All Saints Church Worcester, MAAnnual Support$20,000
Community Harvest Project North Grafton, MAAnnual Support$20,000
PKD Foundation Kansas City, MOAnnual Support$10,000
Town of Gosnold (Cuttyhunk) Cuttyhunk Island, MAGeneral Support$10,000
Town of Gosnold (Cuttyhunk) Cuttyhunk Island, MAGeneral Support$10,000
The Forman School Litchfield, CTAnnual Fund$8,500
Donate Life America Richmond, VAAnnual Holiday Donation$5,000
Old Sturbridge Village Sturbridge, MAGeneral Support$5,000
YMCA Central MA Worcester, MAGeneral Support$5,000
Revitalize CDC Springfield, MAGeneral 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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2021 2022 2023 2024 2025 2026
Metric202620252024
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

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 15, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS December 15, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS December 18, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS July 29, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS July 9, 2025)
  6. 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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