Trust Under Will of Beatrice Dahlquist
Trust Under Will of Beatrice Dahlquist is a private foundation, based in North Palm Beach, FL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $771K in total assets. In 2026, it awarded 6 grants totaling $33K. Net investment income was $47K.
Trust Under Will of Beatrice Dahlquist at a glance
In short: Trust Under Will of Beatrice Dahlquist gave $33K across 6 grants in 2026 (avg $6K), mostly in New Hampshire. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $33,009
- +28.3% vs 2025
- Grants made (2026)
- 6
- +0.0% vs 2025
- Average grant
- $5,502
- +28.3% vs 2025
- Median grant
- $5,502
- Total assets
- $771,224
- +30.4% vs 2025
- Primary geography
- New Hampshire (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Trust Under Will of Beatrice Dahlquist funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2026
The largest 2026 recipient was St Catherine Chruch ($8K). Together the top 6 received $33K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 6 itemized grants.
States
Cities
How Trust Under Will of Beatrice Dahlquist gives
- Giving grew 44% from 2023 to 2026. Method
- In 2026 it paid out 125% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $22K (2022) to $33K (2026). In 2026 it made 6 grants totaling $33K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Catherine Chruch Manchester, NH | General Use | $8,252 |
| Elliot Hospital Manchester, NH | General Use | $8,252 |
| Scholarships Manchester, NH | Education | $8,252 |
| Mt Carmel Home Manchester, NH | General Use | $2,751 |
| Mary Gale Home Manchester, NH | General Use | $2,751 |
| Pearl Manor Manchester, NH | General Use | $2,751 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $771,224 | $46,624 | $46,624 | $33,009 | 6 | $46,624 | $46,624 | $37,335 |
| 2025 | $591,295 | $38,088 | $38,088 | $25,727 | 6 | $25,727 | $38,088 | $28,592 |
| 2024 | $576,531 | $54,053 | $37,213 | $25,107 | 6 | $25,107 | $65,938 | $27,477 |
| 2023 | $550,307 | $35,447 | $35,447 | $22,917 | 6 | $22,916 | $35,447 | $27,103 |
| 2022 | $544,359 | $28,651 | $28,651 | $22,386 | 6 | $22,386 | — | $26,810 |
| 2021 | $604,471 | $31,815 | $31,815 | $24,987 | 6 | — | $29,565 | $29,770 |
Under IRS private-foundation payout rules, Trust Under Will of Beatrice Dahlquist reported a distributable amount of $37K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Trust Under Will of Beatrice Dahlquist is led by James P. Winton, Trustee on every filing since 2021 — the only officer listed, and compensated.
Officers on the 2026 filing
James P. Winton
Trustee
On filings since 2021
$4K (2022) → $3K (2026)
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.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $3K, to James P Winton (Trustee).
Frequently asked questions about Trust Under Will of Beatrice Dahlquist
How much does Trust Under Will of Beatrice Dahlquist give each year?
Trust Under Will of Beatrice Dahlquist gave $33K across 6 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $26K across 6 grants.
What is Trust Under Will of Beatrice Dahlquist's typical grant size?
Trust Under Will of Beatrice Dahlquist's median grant in 2026 was $5,502, and its average grant was $5,502, across 6 grants on its 2026 IRS Form 990-PF.
Where does Trust Under Will of Beatrice Dahlquist give grants?
Trust Under Will of Beatrice Dahlquist gives mostly in New Hampshire: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Manchester, NH (6 grants).
Does Trust Under Will of Beatrice Dahlquist give general operating support?
Yes: 83% of Trust Under Will of Beatrice Dahlquist's 2026 grants with a stated purpose (5 of 6) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Trust Under Will of Beatrice Dahlquist's largest grantees?
Trust Under Will of Beatrice Dahlquist's largest 2026 grantees include St Catherine Chruch ($8,252), Elliot Hospital ($8,252) and Scholarships ($8,252), according to its 2026 IRS Form 990-PF. Together they received 75% of its itemized 2026 grant dollars.
How large is Trust Under Will of Beatrice Dahlquist?
Trust Under Will of Beatrice Dahlquist reported $771K in total assets on its 2026 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).
What is Trust Under Will of Beatrice Dahlquist's EIN?
Trust Under Will of Beatrice Dahlquist's EIN (Employer Identification Number) is 02-6070615. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 2, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 22, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 3, 2023)
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 1, 2026)
- IRS filings on file for fiscal years 2021–2025
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