THE WESTON CHARITABLE TRUST
https://N/ATotal Given 2016–2023
$3.2M
35 grants · $398K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$39K
typical mid grants · $26K–$107K
grant size
100%
deep partner · 2/2 multi-year
repeat
$13.2M
Assets · 2021
2
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
6175193448
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $452K | $7.5M | $428K | 2 |
| 2017 | $415K | $8.6M | $327K | 1 |
| 2018 | N/A | $8.3M | $220K | N/A |
| 2019 | N/A | $10.1M | $505K | N/A |
| 2020 | $200K | $11.1M | $430K | 1 |
| 2021 | $711K | $13.2M | $575K | 2 |
| 2022 | $796K | $10.7M | $237K | 20 |
| 2023 | $610K | $11.5M | $257K | 9 |
Grant Size Distribution
Based on 35 grants on record
Minimum
$16K
25th Pctl
$26K
Median
$39K
Average
$91K
75th Pctl
$107K
Maximum
$508K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| EDWARD W HOYT | TRUSTEE | — |
Grants Awarded (35 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $507,771 | VARIOUS | 2021 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $414,514 | FURTHER THE AMERICAN TRADITION OF PHILANTHROPY BY PROVIDING PROGRAMS THAT MAKE CHARITABLE GIVING SIMPLE AND EFFECTIVE. | 2017 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $300,954 | FURTHER THE AMERICAN TRADITION OF PHILANTHROPY BY PROVIDING PROGRAMS THAT MAKE CHARITABLE GIVING SIMPLE AND EFFECTIVE. | 2016 |
| THE BOSTON FOUNDATION | BOSTON, MA | $202,902 | VARIOUS | 2021 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $200,000 | FURTHER THE AMERICAN TRADITION OF PHILANTHROPY BY PROVIDING PROGRAMS THAT MAKE CHARITABLE GIVING SIMPLE AND EFFECTIVE. | 2020 |
| THE BOSTON FOUNDATION | BOSTON, MA | $150,690 | FURTHER THE AMERICAN TRADITION OF PHILANTHROPY BY PROVIDING PROGRAMS THAT MAKE CHARITABLE GIVING SIMPLE AND EFFECTIVE. | 2016 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $140,444 | VARIOUS | 2023 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $124,984 | VARIOUS | 2023 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $106,950 | VARIOUS | 2022 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $102,290 | VARIOUS | 2022 |
| THE BOSTON FOUNDATION | BOSTON, MA | $100,000 | VARIOUS | 2023 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $78,930 | VARIOUS | 2022 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $66,851 | VARIOUS | 2022 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $58,183 | VARIOUS | 2023 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $53,773 | VARIOUS | 2023 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $49,159 | VARIOUS | 2022 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $44,273 | VARIOUS | 2022 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $39,460 | VARIOUS | 2023 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $37,751 | VARIOUS | 2023 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $36,096 | VARIOUS | 2022 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $32,145 | VARIOUS | 2022 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $30,566 | VARIOUS | 2023 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $29,555 | VARIOUS | 2022 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $29,214 | VARIOUS | 2022 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | CINCINNATI, OH | $28,477 | VARIOUS | 2022 |