Wentworth Family Trust

Private foundation · Grantmaker Concord, NH EIN: 47-6696671

Wentworth Family Trust is a private foundation, based in Concord, NH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $672K in total assets. In 2025, it awarded 2 grants totaling $42K. Net investment income was $82K.

Key facts about Wentworth Family Trust

In short: Wentworth Family Trust gave $42K across 2 grants in 2025 (avg $21K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.

EIN
47-6696671
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$41,920
Grants made (2025)
2
Average grant
$20,960
Median grant
$20,960
Total assets
$672,210
Primary geography
New Hampshire (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$672K

+5.3% YoY

Annual Giving

$42K

+63.2% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$21K

+63.2% YoY

Under IRS private-foundation payout rules, Wentworth Family Trust reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.

How Wentworth Family Trust gives

  • Giving grew 53% from 2022 to 2025. Method
  • In 2025 it paid out 119% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

MadburyDurhamBostonAuburnCharlestonChicagoNew HavenPasedenaPortlandWashingtonWest HavenEuclid

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K6 grants2019 8 grants2020 6 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $24K (2023) to $42K (2025). In 2025 it made 2 grants totaling $42K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Town of Madbury: $42K across 2 grantsTown of Madbury$42K · 2 grants

The largest 2025 recipient was Town of Madbury ($42K across 2 grants).

Grant Size Distribution

14 grants across all recorded years

14<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 14 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Town of Madbury Madbury, NHVarious$31,520
Town of Madbury Madbury, NHScholarships$10,400

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$672,210$638,243$643,089
Revenue$91,892$35,867$21,032
Expenses$57,674$40,702$37,264
Qualifying Distributions$47,070$30,714$28,227
Net Investment Income$81,636$25,879$13,027
Distributable Amount$39,615$44,957$41,297

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)

Leadership & Key People

Officers and directors from IRS filings

Wentworth Family Trust's only listed officer is BAR Harbor Wealth Management, Trustee on every filing since 2022 (uncompensated).

Officers on the 2025 filing

  • BAR Harbor Wealth Management

    Trustee

    On filings since 2022

    No compensation reported

Former officers (1)
  • Former: Charter Trust Company (2019–2021) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Wentworth Family Trust

How much does Wentworth Family Trust give each year?

Wentworth Family Trust gave $42K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 2 grants.

How large is Wentworth Family Trust?

Wentworth Family Trust reported $672K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).

Where does Wentworth Family Trust operate?

Wentworth Family Trust has awarded grants in Alabama, California, Connecticut, District of Columbia, Illinois, Massachusetts, Maine, New Hampshire, Ohio, South Carolina.

What is Wentworth Family Trust's EIN?

Wentworth Family Trust's EIN (Employer Identification Number) is 47-6696671. IRS Form 990 filing data is available on this page for 2019–2025.

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

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