William P Wharton Trust UW Art 2(D)

BOSTON, MA EIN: 04-6407797

Environment Natural resources Biodiversity Wildlife biodiversity

William P Wharton Trust UW Art 2(D) is a private foundation focused on Environment, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 10 grants totaling $127K. Net investment income was $166K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.7M

+20.4% YoY

Annual Giving

$127K

-17.9% YoY

Grant Count

-28.6% YoY

Avg Grant Size

$13K

+14.9% YoY

Under IRS private-foundation payout rules, William P Wharton Trust UW Art 2(D) reported a distributable amount of $165K for 2024 — the minimum it must pay out in qualifying distributions.

About William P Wharton Trust UW Art 2(D)

Based on IRS filings

Focus Areas

Environment Natural resources Biodiversity Wildlife biodiversity

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $324K (46%)

Maine $135K (19%)

Vermont $96K (14%)

Connecticut $63K (9%)

New York $45K (6%)

New Hampshire $23K (3%)

Rhode Island $10K (1%)

Pennsylvania $5K (1%)

States

Connecticut Massachusetts Maine New Hampshire New York Pennsylvania Rhode Island Vermont

Cities

AmherstAthensBostonBuffaloCamdenConcordCoraopolisEdgecombEssexGouldsboroGuilfordHardwickLeominsterLimerickLincolnManometMiddleboroughMiddletownMiltonMontpelier

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,697,523	$3,070,890	$2,940,744
Revenue	$202,538	$77,441	$176,967
Expenses	$184,954	$210,100	$222,260
Qualifying Distributions	$148,578	$176,030	$169,016
Net Investment Income	$166,162	$43,924	$126,078
Distributable Amount	$164,897	$153,856	$178,283

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

60 grants across all recorded years

Open Grants

1 open opportunity from William P Wharton Trust UW Art 2(D)

Foundation

William P. Wharton Trust Grant

William P Wharton Trust UW Art 2(D)

Amount

Up to US $15,000

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Green Mountain Conservancy ($15,000), Kestrel Land Trust ($15,000), Scarborough Land Trust ($15,000).

Recipient	Purpose	Amount
Georges River Land Trust Rockland, ME	General Operating Support	$10,000
Greater Worcester Land Trust Worcester, MA	General Operating Support	$10,000
Green Mountain Conservancy West Dummerston, VT	General Operating Support	$15,000
Kestrel Land Trust Amherst, MA	General Operating Support	$15,000
Manomet Inc Manomet, MA	General Operating Support	$12,000
Nature Conservancy of Rhode Island Providence, RI	General Operating Support	$10,000
Scarborough Land Trust Scarborough, ME	General Operating Support	$15,000
Somerset Woods Trustees Skowhegan, ME	General Operating Support	$15,000
Westport Land Conservation Trust Westport, MA	General Operating Support	$10,000
Windmill Hill Pinnacle Association Athens, VT	General Operating Support	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
John M Cornish	Trustee	1	—
Thomas HP Whitney Jr	Trustee	1	—

Subject Areas

Focus areas based on grantmaking activity

Environment Natural resources Biodiversity Wildlife biodiversity

Frequently Asked Questions

What is William P Wharton Trust UW Art 2(D)?

William P Wharton Trust UW Art 2(D) is a private foundation focused on Environment, based in BOSTON, MA. It holds $3.7M in total assets as of 2024.

How large is William P Wharton Trust UW Art 2(D)?

As of 2024, William P Wharton Trust UW Art 2(D) holds $3.7M in total assets with $203K in annual revenue. It awarded 10 grants totaling $127K in 2024.

Where does William P Wharton Trust UW Art 2(D) operate?

William P Wharton Trust UW Art 2(D) has awarded grants in Connecticut, Massachusetts, Maine, New Hampshire, New York, Pennsylvania, Rhode Island, Vermont.

What size grants does William P Wharton Trust UW Art 2(D) award?

In 2024, William P Wharton Trust UW Art 2(D) awarded 10 grants totaling $127K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is William P Wharton Trust UW Art 2(D) required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William P Wharton Trust UW Art 2(D) reported a distributable amount of $165K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William P Wharton Trust UW Art 2(D)'s EIN?

William P Wharton Trust UW Art 2(D)'s EIN (Employer Identification Number) is 04-6407797. IRS Form 990 filing data is available on this page for 2020–2024.