Funders › Massachusetts

William P Wharton Trust Uw Art 2(D)

Boston, MA · EIN 04-6407797. Reported 50 grants totalling $618,300 to 39 recipients across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$15,000median grant
$618,300granted, 2021-2024
39recipients, as named on its returns
20%of grantees funded again the next year
$3,843,408assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. William P Wharton Trust Uw Art 2(D) did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $15,000. Half of everything it gave fell between $10,000 and $15,000; the smallest was $2,500 and the largest $30,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
4 grants
$5,000 - $10,000
6 grants
$10,000 - $25,000
39 grants
$25,000 - $50,000
1 grant

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Kestrel Land TrustAmherst, MA$75,000442024
Nature Trust of New BrunswickFredericton, New Brunswick$45,000332024
Scarborough Land TrustScarborough, ME$30,000222024
Sudbury Valley TrusteesSudbury, MA$30,000222024
Trust for Public LandMontpelier, VT$30,000222022
Manomet IncManomet, MA$27,000222023
Putney Mountain AssociationPutney, VT$25,965222024
7 Lakes AllianceBelgrade, ME$15,000112024
American Friends of Canadian NatureBuffalo, NY$15,000112021
Aton ForestNorfolk, CT$15,000112024
Dartmouth Natural Resources TrustDartmouth, ME$15,000112024
Essex County Green Belt Association IncEssex, MA$15,000112022
Green Mountain ConservancyWest Dummerston, VT$15,000112023
Massachusetts Audubon Society IncLincoln, MA$15,000112021
Middlesex Land TrustMiddletown, CT$15,000112022
Somerset Woods TrusteesSkowhegan, ME$15,000112023
Warren Land TrustWarren, CT$15,000112021
Western Pennsylvania ConservancyPittsburgh, PA$15,000112024
Windmill Hill Pinnacle AssociationAthens, VT$15,000112023
Franklin Land TrustShelburne Falls, MA$14,300112024
Berkshire Environmental Action TeamPittsfield, MA$12,464112021
Trust for Public LandSan Francisco, CA$12,237112024
Wildlands Trust IncPlymouth, MA$12,000112022
Society for the Protection of New Hampshire ForestsConcord, NH$11,500222024
Coastal Mountains Land TrustCamden, ME$10,000112022
East Quabbin Land TrustHardwick, MA$10,000112022
Georges River Land TrustRockland, ME$10,000112023
Greater Worcester Land TrustWorcester, MA$10,000112023
Nature Conservancy of Rhode IslandProvidence, RI$10,000112023
Western Foothill Land TrustNorway, ME$10,000112024
Westport Land Conservation TrustWestport, MA$10,000112023
Massachusetts Land Trust CoalitionSudbury, MA$9,000112022
Connecticut Audubon SocietySharon, CT$7,500112021
Worcester Polytechnic InstituteWorcester, MA$6,704112022
Coastal Maine Botanical GardensBoothbay, ME$5,000112024
Ruffed Grouse Society & American Woodcock SocietyCoraopolis, PA$5,000112022
Friends of the Blue Hills Charitable TrustMilton, MA$4,500112022
New England Coastal Wildlife AllianceMiddleborough, MA$2,630112021
Laudholm TrustWells, ME$2,500112021

8 of 39 (21%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 20%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 39 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Environment
38 grants
Science & Technology
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202112$159,094$15,000
202214$154,704$11,000
202310$127,000$13,500
202414$177,502$15,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

41% of its giving went to organizations in Massachusetts. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

Massachusetts
$254K
Maine
$112K
Vermont
$86K
Connecticut
$52K
New Brunswick
$45K
Pennsylvania
$20K
New York
$15K
California
$12K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Fidelity Investments Charitable Gift Fund23 shared recipientsDonor Advised Charitable Giving Inc22 shared recipientsVanguard Charitable Endowment Program20 shared recipientsFields Pond Foundation Inc16 shared recipientsNational Philanthropic Trust15 shared recipientsFidelity Foundation14 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $15,000. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in Massachusetts.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from William P Wharton Trust Uw Art 2(D)'s own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: Co Choate Llp Po Box 961019, Boston, MA, 02196. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 04-6407797 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.