THE WESTERVELT CHARITABLE TRUST
https://N/ATotal Given 2017–2025
$419K
148 grants · $47K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$1K
typical micro grants · $500–$3K
grant size
81%
deep partner · 30/37 multi-year
repeat
$1.4M
Assets · 2022
37
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
2026642727
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $50K | $1.1M | $61K | 22 |
| 2018 | $51K | $1.1M | $35K | 23 |
| 2019 | $58K | $1.1M | $57K | 22 |
| 2020 | N/A | $1.1M | $23K | N/A |
| 2022 | $66K | $1.4M | $50K | 20 |
| 2023 | $57K | $1.4M | $41K | 19 |
| 2024 | $66K | $1.7M | $87K | 19 |
| 2025 | $71K | $1.7M | $44K | 23 |
Grant Size Distribution
Based on 148 grants on record
Minimum
$250
25th Pctl
$500
Median
$1K
Average
$3K
75th Pctl
$3K
Maximum
$20K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| THERON WESTERVELT | TRUSTEE | $5K |
| LETITIA W SMITH | TRUSTEE | — |
Grants Awarded (148 total)
| Purpose | ||||
|---|---|---|---|---|
| UNITED CHURCH OF CABOT | CABOT, VT | $20,000 | GENERAL OPERATIONS | 2019 |
| United Church of Cabot | CABOT, VT | $20,000 | GENERAL OPERATIONS | 2017 |
| CABOT COMMUNITY ASSOC | CABOT, VT | $14,800 | GENERAL OPERATIONS | 2022 |
| YORKIST HISTORY TRUST | NEWBURY | $10,327 | PROJECT ON THE EXECUTOR'S ACCOUNTS AND PROBATE INVENTORIES OF SIR THOMAS CHARLETON | 2024 |
| PHILLIPS COLLECTION | WASHINGTON, DC | $10,000 | GENERAL OPERATIONS | 2017 |
| SPREAD THE VOTE | LOS ANGELES, CA | $10,000 | GENERAL OPERATIONS | 2023 |
| CAMBRIDGE IN AMERICA | NEW YORK, NY | $10,000 | GENERAL OPERATIONS | 2023 |
| SPREAD THE VOTE | LOS ANGELES, CA | $10,000 | GENERAL OPERATIONS | 2025 |
| UNITED CHURCH OF CABOT | CABOT, VT | $10,000 | GENERAL OPERATIONS | 2018 |
| PLANNED PARENTHOOD | WASHINGTON, DC | $10,000 | GENERAL OPERATIONS | 2025 |
| CAMBRIDGE IN AMERICA | NEW YORK, NY | $10,000 | GENERAL OPERATIONS | 2024 |
| PHILLIPS COLLECTION | WASHINGTON, DC | $10,000 | GENERAL OPERATIONS | 2022 |
| CAMBRIDGE IN AMERICA | NEW YORK, NY | $10,000 | GENERAL OPERATIONS | 2025 |
| SPREAD THE VOTE | LOS ANGELES, CA | $10,000 | GENERAL OPERATIONS | 2022 |
| PHILLIPS COLLECTION | WASHINGTON, DC | $10,000 | GENERAL OPERATIONS | 2018 |
| PHILLIPS COLLECTION | WASHINGTON, DC | $10,000 | GENERAL OPERATIONS | 2023 |
| PLANNED PARENTHOOD | WASHINGTON, DC | $10,000 | GENERAL OPERATIONS | 2024 |
| PHILLIPS COLLECTION | WASHINGTON, DC | $10,000 | GENERAL OPERATIONS | 2025 |
| SPREAD THE VOTE | LOS ANGELES, CA | $10,000 | GENERAL OPERATIONS | 2024 |
| PHILLIPS COLLECTION | WASHINGTON, DC | $10,000 | GENERAL OPERATIONS | 2024 |
| PHILLIPS COLLECTION | WASHINGTON, DC | $10,000 | GENERAL OPERATIONS | 2019 |
| YORKIST HISTORY TRUST | NEWBURY | $6,000 | PROJECT ON THE EXECUTOR'S ACCOUNTS AND PROBATE INVENTORIES OF SIR THOMAS CHARLETON | 2025 |
| HARBOR CAMPS | MIAMI, FL | $6,000 | GENERAL OPERATIONS | 2025 |
| CAMBRIDGE IN AMERICA | NEW YORK, NY | $5,000 | GENERAL OPERATIONS | 2022 |
| MONTESSORI SCHOOL OF CENTRAL VERMONT | BARRE, VT | $5,000 | GENERAL OPERATIONS | 2023 |