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Massachusetts · Private foundation

David P Wheatland Charitable Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$488k
Granted FY2025(still arriving)
6
Grants FY2025
7
Organizations funded FY2024
0%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$80,000
Largest grant, FY2025
$175,000
Organizations funded a year
4 to 8
FY2020 to FY2024
States reached, FY2025
3
Total assets, FY2025
$14M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 0% of the organizations David P Wheatland Charitable Trust funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24
Arts & CultureAnimalsRecreation & SportsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving6$488k0%
FY20247$488k0%
FY20238$358k38%
FY20228$601k75%
FY20214$520k25%
FY20205$537kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Animals$911kArts & Culture$845kEnvironment$410kScience & Tech$338kHousing & Shelter$125kHealth$107kRecreation & Sports$60kEducation$60kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Peace Ridge Sanctuary$457,50057%
New England Aquarium Corporation$288,10040%
Peabody Essex Museum Inc$250,00021%
The Marine Mammal Center$155,00020%
Penobscot Marine Museum$106,50043%
Courageous Sailing Center for Youth Inc$60,00013%
International Snow Leopard Trust$10,00010%
Church of the Redeemer$10,0001n/a
Hanover Improvement Society Corporation$5,00010%

Plus 6 recipients with no EIN on record ($1.7M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget David P Wheatland Charitable Trust supplied at peak.

25%50%75%100%$10Mgrantee revenue →↑ funder's share of their budgetPeace Ridge Sanctuary: $457,500 over 5y, 7.0% of budgetNew England Aquarium Corporation: $288,100 over 4y, 0.5% of budgetPeabody Essex Museum Inc: $250,000 over 2y, 0.7% of budgetThe Marine Mammal Center: $155,000 over 2y, 0.4% of budgetPenobscot Marine Museum: $106,500 over 4y, 3.4% of budgetCourageous Sailing Center for Youth Inc: $60,000 over 1y, 2.5% of budgetInternational Snow Leopard Trust: $10,000 over 1y, 0.3% of budgetHanover Improvement Society Corporation: $5,000 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 8.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Fidelity Investments Charitable Gift FundMA5.4× affinity5 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare David P Wheatland Charitable Trust with peer funders

About David P Wheatland Charitable Trust

How much does David P Wheatland Charitable Trust give?
David P Wheatland Charitable Trust reported 6 grants totaling $487,538 in its FY2025 IRS filing. It funded between 4 and 8 organizations a year over FY2020 to FY2024.
What does David P Wheatland Charitable Trust fund?
By grant dollars over FY2020 to FY2025, its largest causes are Animals (30%), Arts & Culture (28%), Environment (14%).
Who are David P Wheatland Charitable Trust's largest grantees?
By total granted over FY2020 to FY2025: Peace Ridge Sanctuary ($458k), New England Aquarium Corporation ($288k), Peabody Essex Museum Inc ($250k).
Does David P Wheatland Charitable Trust fund new organizations?
In FY2024, 0% of the organizations it funded were first-time grantees.
Does David P Wheatland Charitable Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as David P Wheatland Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Fidelity Investments Charitable Gift Fund, Amazonsmile Foundation.
Where is David P Wheatland Charitable Trust based?
David P Wheatland Charitable Trust is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 15 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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