Private Foundation

THE CHARLES F AND BEATRICE D ADAMS CHARITABLE TRUST C/O CHOATE INVESTMENT

THE CHARLES F AND BEATRICE D ADAMS CHARITABLE TRUST C/O CHOATE INVESTMENT is a private foundation categorized as Private Foundation based in BOSTON, MA. Its most recent IRS filing (2025) reports revenue of $-1.3M, expenses of $3.4M, total assets of $88.7M. Imperigo tracks 176 reported grants from this foundation totaling approximately $11.8M.

EIN: 046556188 BOSTON, MA Latest filing: 2025
Total Revenue$-1.3M
Total Expenses$3.4M
Total Assets$88.7M
Grants Given176
Grant Total$11.8M
Filing Years2021–2025

Before you apply to The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment

Preselected only Doesn't accept unsolicited requests for funds, per its 2025 Form 990-PF.

Sometimes funds new orgs 22% of recent recipients were first-time grantees (2023–2025).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

UMASS MEMORIAL HEALTH CARE INC
WORCESTER, MA · 2025
EXPAND PROJECT SAFE AND SOUND TO BIRTH MOTHERS OF CHILDREN IN FOSTER CARE
$175,000
CHILDREN'S HOSPITAL CORPORATION (DBA BOSTON CHILDREN'S HOSPITAL)
BOSTON, MA · 2025
ONE-YEAR GRANT FOR IN-DEPTH PLANNING FOR NEW CENTER FOR INNOVATIVE AND EQUITABLE SCHOOL BEHAVIORAL HEALTH
$150,000
MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH
BOSTON, MA · 2025
CHILDREN'S BEHAVIORAL HEALTH POLICY TRACKING INITIATIVE
$130,000
SUNRISE OPPORTUNITIES
MACHIAS, ME · 2025
THREE-YEAR GRANT TO COMMUNITY CARING COLLABORATIVE FOR OPERATING SUPPORT AND DEVELOPMENT OF A CHILDRENS BEHAVIORAL HEALTH PILOT WITH THE SUBSTANCE USE DISORDER COLLABORATIVE.
$125,000
AROOSTOOK MENTAL HEALTH SERVICES INC
PRESQUE ISLE, ME · 2025
THREE-YEAR GRANT FOR CONTINUED WORK WITH SUBSTANCE USE DISORDER COLLABORATIVE
$125,000

Showing up to 5 of 176 total records — full history available with membership.

Officers & Directors

TRUSTEE Edward P Lawrence Esq
MANAGING TRUSTEE Janet C Taylor
TRUSTEE Marc J Bloostein Esq
EXECUTIVE DIRECTOR (HIRED 4/28/25) Thomas J Boutureira

Officer compensation and complete director data available with membership.

Top Grant Purposes

Mental Health & Substance Abuse
$3,645,500 49 grants
General Support
$2,169,000 51 grants
Health & Medicine
$470,000 31 grants
Human & Social Services
$390,000 3 grants
Youth Development
$385,000 9 grants

Financial Trends

Year Revenue Expenses Assets
2025 $-1.3M $3.4M $88.7M
2024 $68.6M $2.7M $85.4M
2023 $2.7M $1.8M $20.7M
2022 $1.5M $1.5M $19.1M
2021 $798K $1.3M $23.2M

Between 2021 and 2025, reported annual revenue moved from $798K to $-1.3M, with total assets most recently reported at $88.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, MA, ME, VT.

DCMAMEVT

Full geographic grant map with state-by-state breakdown available with membership.

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