The Massachusetts State Capitol

Form 990-PFTax year 2025EIN 04-6677641

NBT Charitable Trust

A private foundation in Boston, MA. Its return for tax year 2025 lists 9 grants and $300,000 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $300,000

    Grants listed
    9
    Assets, end of year
    $2,764,170
  • Tax year 2024

    $250,000

    Grants listed
    7
    Assets, end of year
    $2,846,061
  • Tax year 2023

    $482,500

    Grants listed
    15
    Assets, end of year
    $2,735,177
  • Tax year 2022

    $115,000

    Grants listed
    2
    Assets, end of year
    $2,601,401
  • Tax year 2021

    $0

    Grants listed
    0
    Assets, end of year
    $2,611,825
  • Tax year 2020

    $0

    Grants listed
    0
    Assets, end of year
    $2,399,461
  • Tax year 2019

    $0

    Grants listed
    0
    Assets, end of year
    $2,348,307
  • Tax year 2018

    $500,000

    Grants listed
    1
    Assets, end of year
    $2,276,352

Grants paid in 2025

9 grants, largest first

As listed on the return.

  1. Philanthropy Massachusetts IncBoston, MA

    Summer program

    $50,000
  2. Courageous Sailing Center for Youth IncBoston, MA

    Steps to lead program

    $50,000
  3. The Discovery MuseumActon, MA

    Children's programs

    $50,000
  4. Boston Private Industry Council IncBoston, MA

    Summer learning project

    $35,000
  5. West End House Girls CampParsonsfield, ME

    Girls camp

    $30,000
  6. Codman Community Farms IncLincoln, MA

    Education dept and 50th

    $25,000
  7. WriteBostonJamaica Plain, MA

    Summer journalism institute

    $20,000
  8. Someone Else's ChildDorchester, MA

    Summer program

    $20,000
  9. CASA FoundationLynn, MA

    Charitable

    $20,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Arts and culture1 grant $50,00022% of the total
  2. Philanthropy and grantmaking1 grant $50,00022% of the total
  3. Education2 grants $40,00017% of the total
  4. Jobs and employment1 grant $35,00015% of the total
  5. Youth development1 grant $30,00013% of the total
  6. Food and agriculture1 grant $25,00011% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts9 grants $300,000

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Joseph A Wheelock IIITRUSTEE (SEE FOOTNOTE) Hours 2Pay $0
  • Richard K NicholsTRUSTEE (SEE FOOTNOTE) Hours 2Pay $25,686
  • Andronica T WheelockTRUSTEE (SEE FOOTNOTE) Hours 2Pay $0

The return

More foundations

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Same main cause (arts and culture), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Millicent and Eugene Bell Foundation 0751260Boston, MA 6 grants Preselected only $283,000 giving
  2. Archibald Family Foundation #0724900 Nutter McClennen & Fish LLPBoston, MA 32 grants Preselected only $320,000 giving
  3. Clara B Winthrop Charitable TrustBoston, MA 28 grants Accepts applications $277,920 giving
  4. The Mary P Barton Charitable Foundation IrrevBoston, MA 6 grants Preselected only $275,000 giving
  5. Ledgeways Charitable TrustBoston, MA 10 grants Preselected only $330,000 giving