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.
Key facts about William J Chase Charitable Trust
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.
- EIN
- 99-1780342
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $158,000
- Grants made (2025)
- 2
- Average grant
- $79,000
- Median grant
- $79,000
- Total assets
- $1,302,141
- Primary geography
- New Hampshire (95% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
-8.3% YoY
Annual Giving
$158K
-88.2% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$79K
-82.4% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 |
|---|---|---|
| Total Assets | $1,302,141 | $1,420,715 |
| Revenue | — | $2,718,863 |
| Expenses | $160,092 | $1,343,251 |
| Qualifying Distributions | $160,092 | $1,343,251 |
| Net Investment Income | $39,426 | $45,102 |
| Distributable Amount | $67,523 | $87,150 |
Data update history
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)
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.
Here's the math on researching William J Chase Charitable Trust by hand.
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