William J Chase Charitable Trust
William J Chase Charitable Trust is a private foundation, based in Eliot, ME. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 2 grants totaling $158K. Net investment income was $39K.
William J Chase Charitable Trust at a glance
In short: William J Chase Charitable Trust gave $158K across 2 grants in 2025 (avg $79K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $158,000
- -88.2% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $79,000
- -82.4% vs 2024
- Median grant
- $79,000
- Total assets
- $1,302,141
- -8.3% vs 2024
- Primary geography
- New Hampshire (95% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who William J Chase Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Turtle Ridge Foundation Inc ($150K). Together the top 2 received $158K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 1 grant of 5 (20%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How William J Chase Charitable Trust gives
- In 2025 it paid out 237% 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 2024 to 2025, annual grant giving ranged from $158K (2025) to $1.3M (2024). In 2025 it made 2 grants totaling $158K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Turtle Ridge Foundation Inc Sugar Hill, NH | CHARITABLE CONTRIBUTION TO 501c3 ORGANIZATION | $150,000 |
| Marshfield High School Marshfield, MA | Charitable Contribution to Public School | $8,000 |
Ready to take the next step with William J Chase Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,302,141 | — | $160,092 | $158,000 | 2 | $160,092 | $39,426 | $67,523 |
| 2024 | $1,420,715 | $2,718,863 | $1,343,251 | $1,343,250 | 3 | $1,343,251 | $45,102 | $87,150 |
Under IRS private-foundation payout rules, William J Chase Charitable Trust reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William J Chase Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lisa B. Chase
Trustee
On filings since 2024
1 hr/week
No compensation reported
Suzanne Chase
Trustee
On filings since 2024
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2024–2025. "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 William J Chase Charitable Trust
How much does William J Chase Charitable Trust give each year?
William J Chase Charitable Trust gave $158K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.3M across 3 grants.
How large is William J Chase Charitable Trust?
William J Chase Charitable Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $160K in qualifying distributions that year, against a required minimum of $68K (roughly 5% of its investment assets).
Where does William J Chase Charitable Trust operate?
William J Chase Charitable Trust has awarded grants in Massachusetts, New Hampshire.
What is William J Chase Charitable Trust's EIN?
William J Chase Charitable Trust's EIN (Employer Identification Number) is 99-1780342. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 27, 2026)
Other open foundation grants in Maine
Maine Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in William J Chase Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Maine
The Juice Plus Foundation Inc
Collierville, TN
To initiate and/or support programs that advance the principle that improved nutrition leads to healthier lifestyle and overall better health in children
Assets
$166K
Grants
4
Total Given
$451K
Webster Gladstone Foundation Inc
Bloomington, IN
The foundation supports a broad range of charitable organizations, including parks, universities, churches, and hunger-relief groups, with grants concentrated in California and Indiana. In 2024, it awarded 31 grants ranging from $100 to $64,860, with a median grant of $1,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$4.6M
Grants
31
Total Given
$158K
Grey Rocks Foundation Inc
Boston, MA
Grey Rocks Foundation funds education, rowing and outdoor programs, conservation, animal welfare, and community service, with most of its 2024 grant dollars going to New Hampshire, followed by Massachusetts. Its 97 grants ranged from $50 to $510,000, with a median of $10,000. It gives only to preselected charitable organizations and does not accept unsolicited requests.
Assets
$65.6M
Grants
97
Total Given
$2.9M
Donatestock Charitable Inc
Houston, TX
DonateStock Charitable Inc. facilitates stock gifts to nonprofits across a range of fields, including crisis response, health, education, arts and culture, and human services. In 2024, its grants ranged from $5,004 to $1,944,777, with a median of $12,211, and went to organizations across the United States, especially in Washington, DC and Florida. The profile does not state whether it accepts unsolicited requests.
Assets
$2.3M
Grants
215
Total Given
$10.1M
Boston Foundation Inc
Boston, MA
The Boston Foundation funds nonprofits and community initiatives focused on equity and opportunity, including child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer amounts such as $50,000; whether it accepts unsolicited requests is not stated.
Assets
$2.1B
Grants
2,375
Total Given
$228.4M
Maine Community Foundation Inc
Ellsworth, ME
Maine Community Foundation supports nonprofits and communities in Maine through grants for areas such as community building, arts, land and water, housing, and equity, as well as scholarships. Its 2024 grants had a median amount of $17,500, though awards varied widely. The profile describes online applications for competitive grants but does not state whether unsolicited requests are accepted.
Assets
$807.6M
Grants
1,161
Total Given
$57.6M
More similar funders
More Funders in Maine
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from William J Chase Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
William J Chase Charitable Trust down — hundreds of funders to go?