William P Wharton Tr Uw Art 2d
- Assets
- $3.1m
- Revenue
- $77.4k
- Investments
- $3.0m
- Employees
- 0
- Location
- Boston, MA
- Founding
- 07/1977
- Data as of
- 09/2023
- EIN
- 04-6407797
Organization Overview
William P Wharton Tr Uw Art 2d is located in Boston, MA. The organization was established in 1977. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. William P Wharton Tr Uw Art 2d is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, William P Wharton Tr Uw Art 2d generated $77.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (22.0%) each year. All expenses for the organization totaled $210.1k during the year ending 09/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, William P Wharton Tr Uw Art 2d has awarded 50 individual grants totaling $628,572. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John M Cornish Trustee | 1 | $0 | |
Thomas Hp Whitney Jr Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,844 |
| Dividends & Interest | $66,377 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $7,220 |
| Capital Gain Net Income | $7,220 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $77,441 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,317 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $420 |
| Total operating and administrative expenses | $55,396 |
| Contributions, gifts, grants paid | $154,704 |
| Total expenses and disbursements | $210,100 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $95,122 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $139,043 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,070,890 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, William P Wharton Tr Uw Art 2d has awarded $154,704 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
EAST QUABBIN LAND TRUST PURPOSE: GENERAL | $10,000 |
COASTAL MOUNTAINS LAND TRUST PURPOSE: GENERAL | $10,000 |
FRIENDS OF THE BLUE HILLS CHARITABLE TRUST PURPOSE: GENERAL | $4,500 |
ESSEX COUNTY GREEN BELT ASSOCIATION INC PURPOSE: GENERAL | $15,000 |
KESTREL LAND TRUST PURPOSE: GENERAL | $15,000 |
MANOMET INC PURPOSE: GENERAL | $15,000 |