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    3. Westra Family Charitable Trust

    Westra Family Charitable Trust

    ActivoPhilanthropy & Voluntarism
    MANCHESTER, MA6179519402EIN: 38-71755183 declaraciones registradas

    About Westra Family Charitable Trust

    The Westra Family Charitable Trust concentrates its giving on education and youth services, with a mix of support for higher education, K–12 independent and networked schools, and direct youth-development programs. Grants are largely regionally focused in New England (with a sprinkling of support to well-known universities elsewhere), and the foundation favors intermediate-sized gifts that are often program- or charitable-purpose focused. Repeat support to a single higher-education recipient appears alongside one-off gifts to local schools and youth organizations, suggesting an interest in both institutional scholarship/academic missions and hands-on youth programming.

    Focus Areas

    Higher education institutional support (major universities)Independent Catholic/Christian secondary schools in New EnglandUrban youth development and youth services programsCharter or networked K–12 education (education networks and school-support organizations)

    Who They Fund

    students at major universities (scholarships/academic programs)students at independent Catholic/Christian secondary schoolsurban youth served by youth-development programs

    About Westra Family Charitable Trust

    A repeated pattern defines Westra Family Charitable Trust’s grantmaking: Harvard University received three grants across 2023, 2024, and 2025, including a $55,000 award in 2024 and a $7,500 gift in 2025. That multi-year support sits alongside funding for local education and youth-serving organizations, showing a mix of institutional and community-based giving. The trust’s recent grants include major universities, independent schools, youth-development groups, and education-support organizations, with gift sizes commonly in the five-figure range. The foundation’s work is especially visible in Massachusetts, where many of its recipients are located. Boston-area institutions appear frequently, but the portfolio also reaches beyond one city through grants to higher education and youth-service groups in Salem, Lowell, Columbia, Charlottesville, and Dover. Its support is not limited to one type of recipient: one grant can support a university, while another can back a youth promise program or a school network. That blend suggests a funder that combines academic support with direct service and K–12 education interests.

    What Westra Family Charitable Trust Funds

    Higher education is a clear thread in the trust’s recent giving. Alongside its recurring support for Harvard University, it awarded $20,000 to the University of Virginia in 2025 for charitable purposes, following similar grants to that institution in 2023 and 2024. Youth services are another consistent area. In 2023, the trust gave $50,000 to Plummer Youth Promise in Salem, Massachusetts, making that one of its largest recent awards. The foundation also funded Serve and Connect in Columbia, South Carolina with $15,000 in both 2024 and 2025. Its education-related giving extends to school-support organizations and K–12 institutions. Examples include $25,000 to Elevate New England in Lowell, $20,000 to Up Education Network Inc in Boston, and $25,000 to Boston Trinity Academy in Boston.

    How Westra Family Charitable Trust Gives

    Typical grants cluster in the middle of the five-figure range: the 25th percentile is $10,000, the median is $12,500, and the 75th percentile is $21,250. That points to a trust that often makes moderate-sized awards rather than very small or very large ones. The pattern also shows repeat support. Harvard University appears in multiple years, the University of Virginia appears in three separate years, and both Serve and Connect and Boston Public Library Fdn receive follow-on grants. The trust is a family charitable trust, and the grant list shows charitable-purpose gifts rather than program-related investments.

    Financial Snapshot

    Annual Giving

    $369K

    Total Assets

    $496K

    Total Revenue

    $29K

    Total Expenses

    $87K

    Typical Grant Size

    Most grants fall between $10K and $21K, with a median of $13K.

    25th Percentile

    $10K

    Median

    $13K

    75th Percentile

    $21K

    Geographic Reach

    Local3 states funded

    About 81% of grants go to recipients in MA.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

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    Política de privacidadTérminos de servicioEstado del sistema
    K–12 students in charter/networked schools
    New England-based communities and institutions

    Giving Approach

    Moderate-sized, targeted grants (roughly $20k–$60k) across a small portfolio; combination of repeat funding to a preferred university and single-cycle gifts to regional K–12 schools and youth-service organizations.

    Funding Style

    targeted program supportmoderate-sized unrestricted/restricted grants (approx $20k–$60k)repeat core-support + one-off giftsregional prioritization (New England)

    Notable grantees: University of Virginia, Harvard University, Plummer Youth Promise, Boston Trinity Academy, UP Education Network Inc

    Topics

    higher-education institutional support (major universities)independent Catholic/Christian secondary schools in New Englandurban youth development and youth servicescharter and networked K–12 school supportschool-support organizations and education networks

    Where Westra Family Charitable Trust Makes Grants

    The trust’s grantmaking is heavily Massachusetts-centered: 81% of grants go to recipients in its headquarters state. Boston is the most frequent recipient city, with repeated grants to Boston-based organizations such as the Boston Public Library Fdn, Norman B Leventhal Map & Education Center, and United Way of Massachusetts Bay. Outside Boston, the recent list includes Cambridge, Salem, Lowell, and Dover in Massachusetts, plus Charlottesville, Virginia and Columbia, South Carolina. All recorded grants in the recent sample went to U.S. recipients.

    Frequently Asked Questions About Westra Family Charitable Trust

    What types of organizations does Westra Family Charitable Trust support?

    The recent grants show support for higher education institutions, independent schools, youth-development programs, and education-support organizations. Examples include universities, a youth promise program, a charter-network support organization, and school-based grantees in Massachusetts.

    What is the typical grant size?

    The grant-size distribution is centered on moderate awards. The 25th percentile is $10,000, the median is $12,500, and the 75th percentile is $21,250.

    Does the trust make repeat grants?

    Yes. Several recipients appear in multiple years, including Harvard University, the University of Virginia, Serve and Connect, Boston Public Library Fdn, and Norman B Leventhal Map & Education Center.

    Where does most of the giving go?

    Massachusetts is the top state by grant count, and 81% of grants go to recipients in that state. Boston appears especially often among recipient cities.

    What are some recent recipients?

    Recent recipients include Plummer Youth Promise in Salem, Elevate New England in Lowell, Up Education Network Inc in Boston, Boston Trinity Academy in Boston, and the University of Virginia in Charlottesville.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    UNIVERSITY OF VIRGINIACHARLOTTESVILLE, VA$20,0002025CHARITABLE
    SERVE AND CONNECTCOLUMBIA, SC$15,0002025CHARITABLE
    NORMAN B LEVENTHAL MAP &BOSTON, MA$10,0002025CHARITABLE
    BOSTON PUBLIC LIBRARY FDNBOSTON, MA$10,0002025CHARITABLE
    UNITED WAY OF MASSACHUSETTS BAYBOSTON, MA$10,0002025CHARITABLE
    HARVARD UNIVERSITYCAMBRIDGE, MA$7,5002025CHARITABLE
    ESPLANADE ASSOCIATIONBOSTON, MA$5,0002025CHARITABLE
    HARVARD UNIVERSITYCAMBRIDGE, MA$55,0002024CHARITABLE
    ELEVATE NEW ENGLANDLOWELL, MA$25,0002024CHARITABLE
    UNIVERSITY OF VIRGINIACHARLOTTESVILLE, VA$20,0002024CHARITABLE
    SERVE AND CONNECTCOLUMBIA, SC$15,0002024CHARITABLE
    NORMAN B LEVENTHAL MAP & EDUCATION CENTERBOSTON, MA$10,0002024CHARITABLE
    BOSTON PUBLIC LIBRARY FDNBOSTON, MA$10,0002024CHARITABLE
    GRUB STREET INCBOSTON, MA$1,0002024CHARITABLE
    PLUMMER YOUTH PROMISESALEM, MA$50,0002023CHARITABLE
    BOSTON TRINITY ACADEMYBOSTON, MA$25,0002023CHARITABLE
    UP EDUCATION NETWORK INCBOSTON, MA$20,0002023CHARITABLE
    UNIVERSITY OF VIRGINIACHARLOTTESVILLE, VA$20,0002023CHARITABLE
    NORMAN B LEVENTHAL MAP & EDUCATION CENTERBOSTON, MA$10,0002023CHARITABLE
    BOSTON PUBLIC LIBRARY FDNBOSTON, MA$10,0002023CHARITABLE
    UNITED WAYBOSTON, MA$10,0002023CHARITABLE
    HARVARD UNIVERSITYCAMBRIDGE, MA$5,0002023CHARITABLE
    JB S KEYS TO DMD INCDOVER, MA$5,0002023CHARITABLE

    UNIVERSITY OF VIRGINIA

    $20,000
    CHARLOTTESVILLE, VA2025

    CHARITABLE

    SERVE AND CONNECT

    $15,000
    COLUMBIA, SC2025

    CHARITABLE

    NORMAN B LEVENTHAL MAP &

    $10,000
    BOSTON, MA2025

    CHARITABLE

    BOSTON PUBLIC LIBRARY FDN

    $10,000
    BOSTON, MA2025

    CHARITABLE

    UNITED WAY OF MASSACHUSETTS BAY

    $10,000
    BOSTON, MA2025

    CHARITABLE

    HARVARD UNIVERSITY

    $7,500
    CAMBRIDGE, MA2025

    CHARITABLE

    ESPLANADE ASSOCIATION

    $5,000
    BOSTON, MA2025

    CHARITABLE

    HARVARD UNIVERSITY

    $55,000
    CAMBRIDGE, MA2024

    CHARITABLE

    ELEVATE NEW ENGLAND

    $25,000
    LOWELL, MA2024

    CHARITABLE

    UNIVERSITY OF VIRGINIA

    $20,000
    CHARLOTTESVILLE, VA2024

    CHARITABLE

    SERVE AND CONNECT

    $15,000
    COLUMBIA, SC2024

    CHARITABLE

    NORMAN B LEVENTHAL MAP & EDUCATION CENTER

    $10,000
    BOSTON, MA2024

    CHARITABLE

    BOSTON PUBLIC LIBRARY FDN

    $10,000
    BOSTON, MA2024

    CHARITABLE

    GRUB STREET INC

    $1,000
    BOSTON, MA2024

    CHARITABLE

    PLUMMER YOUTH PROMISE

    $50,000
    SALEM, MA2023

    CHARITABLE

    BOSTON TRINITY ACADEMY

    $25,000
    BOSTON, MA2023

    CHARITABLE

    UP EDUCATION NETWORK INC

    $20,000
    BOSTON, MA2023

    CHARITABLE

    UNIVERSITY OF VIRGINIA

    $20,000
    CHARLOTTESVILLE, VA2023

    CHARITABLE

    NORMAN B LEVENTHAL MAP & EDUCATION CENTER

    $10,000
    BOSTON, MA2023

    CHARITABLE

    BOSTON PUBLIC LIBRARY FDN

    $10,000
    BOSTON, MA2023

    CHARITABLE

    UNITED WAY

    $10,000
    BOSTON, MA2023

    CHARITABLE

    HARVARD UNIVERSITY

    $5,000
    CAMBRIDGE, MA2023

    CHARITABLE

    JB S KEYS TO DMD INC

    $5,000
    DOVER, MA2023

    CHARITABLE