DAVID P WHEATLAND CHARIT TR
https://NONETotal Given 2020–2023
$2.0M
26 grants · $504K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$60K
typical mid grants · $30K–$89K
grant size
47%
supporter · 7/15 multi-year
repeat
$14.1M
Assets · 2021
15
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
TRUSTEES DAVID P WHEATLAND CHARITAB
Phone
6174265755
Deadlines
APPLICATIONS MAY BE SUBMITTED AT ANY TIME.
How to Apply
ORGANIZATIONS SHOULD SUBMIT A BRIEF STATEMENT OF THEIR PURPOSE, OBJECTIVES, AND ACTIVITIES. A COPY OF THE ORGANIZATION'S IRS EXEMPTION LETTER UNDER IRS SECTION 501 (C)(3) MUST BE SUBMITTED WITH ALL APPLICATIONS.
Restrictions
PREFERENCE IS GIVEN TO CHARITABLE ORGANIZATIONS THAT THE DONOR AND MEMBERS OF HIS FAMILY HAVE HISTORICALLY SUPPORTED, AS WELL AS REFERRALS MADE BY FAMILY MEMBERS. TO THE EXTENT THAT FUNDS ARE AVAILABLE, APPLICATIONS FROM OTHER ORGANIZATIONS ARE CONSIDERED.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $537K | $12.4M | $902K | 6 |
| 2021 | $520K | $14.1M | $465K | 4 |
| 2022 | $601K | $13.1M | $537K | 8 |
| 2023 | $358K | $14.0M | $5.9M | 8 |
Grant Size Distribution
Based on 26 grants on record
Minimum
$5K
25th Pctl
$30K
Median
$60K
Average
$78K
75th Pctl
$89K
Maximum
$263K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| REBECCA WHEATLAND | TRUSTEE | — |
| PETER O STAUFFER | TRUSTEE | — |
| MARTHA W LUNT | TRUSTEE | — |
| MELISSA S CONOVER | TRUSTEE | — |
| ANNE S BIGLOW | TRUSTEE | — |
Grants Awarded (26 total)
| Purpose | ||||
|---|---|---|---|---|
| Houghton Library | CAMBRIDGE, MA | $263,422 | (1) 16TH CENTURY GERMAN WALL CALENDAR ($105,255) AND THE SECOND-FLOOR LIGHTING PROJECT ($158,200). | 2022 |
| COLLECTION OF HISTORICAL SCIENTIFIC INSTRUMENTS HARVARD UNIVERSITY | CAMBRIDGE, MA | $238,000 | TO BE USED FOR THE FOLLOWING PROJECTS: (1) OAK RIDGE OBSERVATORY AQUISITION AND DOCUMENTATION PROJECT ($100,000.00);... | 2020 |
| COLLECTION OF HISTORICAL SCIENTIFIC INSTRUMENTS HARVARD UNIVERSITY | CAMBRIDGE, MA | $220,000 | ENVIRONMENTAL SYSTEM FOR CORE STORAGE AREA ($100,000.00); COLLECTIONS CARE PROJECT ($60,000.00); CONSERVATION... | 2021 |
| PEACE RIDGE SANCTUARY | BROOKS, ME | $158,500 | TO BE USED TOWARD THE MULTI PURPOSE BUILDING PROJECT AS DETAILED IN 2021 GRANT PROPOSAL | 2021 |
| ALDER PLANTARIUM | CHICAGO, IL | $100,000 | FULL REPLACEMENT OF THE UPPER LEVEL HVAC SYSTEM AS DETAILED IN 2022 PROPOSAL | 2022 |
| ALDER PLANTARIUM | CHICAGO, IL | $90,000 | FULL REPLACEMENT OF THE UPPER LEVEL HVAC SYSTEM AS DETAILED IN 2021 PROPOSAL | 2021 |
| PEACE RIDGE SANCTUARY | BROOKS, ME | $89,000 | TO BE USED FOR (1) LABOR AND MATERIALS TO ENCLOSE TWENTY ACRES FIELDS ($60,000.00) AND (2) TO BUILD A SECONDARY BARN... | 2020 |
| PEABODY ESSEX MUSEUM | SALEM, MA | $75,000 | REPAINTING OF THREE SEPARATE CEILINGS, GRAIN PAINTING OF THREE EXTERIOR DOORS, ADA COMPLIANCE AND FASIBILITY STUDY | 2023 |
| THE MARINE MAMMAL CENTER | SAUSALITO, CA | $75,000 | PURCHASE OF POOL LIGHTING FOR THE MARINE MAMMAL POOL AND PEN | 2020 |
| NEW ENGLAND AQUARIUM | BOSTON, MA | $75,000 | FEEDING THE AQUARIUM ANIMALS FOR ONE MONTH | 2020 |
| PEACE RIDGE SANCTUARY | BROOKS, ME | $75,000 | OUTFIT AND EQUIP THE MEDICAL BARN THAT IS CURRENTLY BEING CONSTRUCTED | 2022 |
| HOUGHTON LIBRARY | CAMBRIDGE, MA | $65,000 | SEVEN GIOVANNI DOMENICO CASSINI RARE WORKS | 2023 |
| Courageous Sailing Center of Boston Inc | CHARLESTOWN, MA | $60,000 | PURCHASE OF ONE CRUISING BOAT AND ONE J80 | 2022 |
| NEW ENGLAND AQUARIUM | BOSTON, MA | $60,000 | REPLACE THE RESCUE REHAB OZONE GENERATOR | 2023 |
| NEW ENGLAND AQUARIUM | BOSTON, MA | $51,500 | TO ACQUIRE NEW TOOLS AND EQUIPMENT AS DETAILED IN M. PHAN'S LETTER OF SEPT., 2021. | 2021 |
| Penobscot Marine Museum | SEARSPORT, ME | $51,000 | (1) NEW ROOF FOR THE BOAT BARN AND WORKSHOP ($28,750) (2) REPAIR AND PAINTING OF THE MERITHEW HOUSE TRIM AND WINDOW... | 2022 |
| ALDER PLANTARIUM | CHICAGO, IL | $50,000 | PARTIAL STORAGE CABINET REPLACEMENT PROJECT | 2023 |
| NEW ENGLAND AQUARIUM | BOSTON, MA | $50,000 | FUNDS ARE TO BE USED FOR THE SEA TURTLE RESUCE AND REHABILITATION PROGRAM. | 2020 |
| LOVELANE | LINCOLN, MA | $46,691 | 4 LARGE COMMERCIAL GRADE FANS, THERAPY MEETING ROOM | 2023 |
| MID PENNINSULA HIGH SCHOOL | MENLO PARK, CA | $30,000 | DESIGN AND DEVELOPMENT AND CONSTRUCTION DOCUMENT PHASE FOR MAKERSPACE | 2023 |
| Mid Penninsula High School | MENLO PARK, CA | $30,000 | DESIGN AND DEVELOPMENT AND CONSTRUCTION DOCUMENT PHASE FOR MAKERSPACE | 2022 |
| PENOBSCOT MARINE MUSEUM | SEARSPORT, ME | $21,500 | PAINTING OF TRIM OF THE DOUGLAS AND MARGARET CARVER MEMORIAL GALLERY AND STEPHEN PHILLIPS MEMORIAL LIBRARY,... | 2023 |
| Loaves & Fishes Food Pantry - Ellsworth | ELLSWORTH, ME | $17,000 | (1) PURCHASE AND INSTALLATION OF A GENERATOR TO SUPPORT FREEZERS AND COOLERS ($13,000) AND (2) PURCHASE AND... | 2022 |
| CHURCH OF THE REDEEMER | CINCINNATI, OH | $10,000 | REPAIRS TO THE CHURCH BUILDING | 2020 |
| SNOW LEOPARD TRUST | SEATTLE, WA | $10,000 | GENERAL USE | 2023 |