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William P Wharton Trust UW Art 2(D)

Historical Funder

Boston, Massachusetts · EIN 04-6407797 · Private foundation · Website

Grants paid (2024)$178K
Organizations funded14
Typical grant$15,000
Total assets$3.8M

Half of its grants to organizations were between $11,965 and $15,000.

From the return

How to apply

The foundation filed the following application information (Form 990-PF Part XV, tax year 2024):

ContactChoate Hall Stewart LLP
AddressTwo International Place, Boston MA 02110
Phone6172484045
Emailwilliamwhartontrust@choate.com
Form and materialsVisit the Trust's website for full information and to request the prelimary application: https://www.williamwharton.org/instructions.html Applicants will be asked for: a brief description of the organization; a description of the project; a budget; disclosures regrding land preservation and property details, if applicable; disclosures of any government funding. Those applicants that are chosen to submit a final application will be contacted via e-mail for further information. Applicants are encouraged to provide evidence that a project has a strong likelihood of success.
DeadlinesGrants awarded twice annually, in the Spring and Fall (typically May and November).
RestrictionsGrants from the Wharton Trust are usually one-time awards for amounts up to, but no larger than, $15,000. However, the Trustees and Advisors are willing to make larger multi-year grants for important acquisitions of land for conservation purposes. The Trust only makes grants to organizations as described in paragraph (1) or (2) of Section 509(a) of the Internal Revenue Code (i.e., a publicly supported charity or a governmental unit). The Trust does not make grants to individuals or organizations classified as a private foundation, nor will it pay grants to further investments; to fund construction; or pay for overhead. The Trust intends for each grant to make a difference, and typically does not fund long-term projects.

Copied as filed. Deadlines on a tax return describe the foundation's usual process; they are not confirmation of a current open cycle.

What it funds

Share of grant lines on the latest return, classified from the purpose each grant states.

  • Environment8

Where it gives

76% of grants went outside Massachusetts.

Grants paid in tax year 2024

RecipientLocationPurposeAmount
7 Lakes AllianceBelgrade, MEGeneral Operating Support$15,000
Aton ForestNorfolk, CTGeneral Operating Support$15,000
Dartmouth Natural Resources TrustDartmouth, MEGeneral Operating Support$15,000
Kestrel Land TrustAmherst, MAGeneral Operating Support$15,000
Nature Trust of New BrunswickFredericton, CAGeneral Operating Support$15,000
Scarborough Land TrustScarborough, MEGeneral Operating Support$15,000
Sudbury Valley TrusteesSudbury, MAGeneral Operating Support$15,000
Western Pennsylvania ConservancyPittsburgh, PAGeneral Operating Support$15,000
Franklin Land TrustShelburne Falls, MAGeneral Operating Support$14,300
Trust for Public LandSan Francisco, CAGeneral Operating Support$12,237
Putney Mountain AssociationPutney, VTGeneral Operating Support$11,965
Western Foothill Land TrustNorway, MEGeneral Operating Support$10,000
Coastal Maine Botanical GardensBoothbay, MEGeneral Operating Support$5,000
Society for the Protection of New Hampshire ForestsConcord, NHGeneral Operating Support$4,000

Giving by year

Tax yearGrants paidGrant lines
2024$177,50214
2023$127,00010
2022$154,70414

Sources

Facts on this page come from the foundation's own IRS Form 990-PF filings as published by the IRS. Grantvello does not know whether a foundation is accepting proposals right now: a past grant is not an open opportunity. Always confirm current guidelines with the funder before applying.