DEADLINES

Grant applications are reviewed semi-annually in the spring and fall. If an application deadline falls on a weekend, then the applications are due by 5 p.m. ET on the Friday immediately preceding the deadline.

Preliminary application deadline: March 1; September 15

The Trustees and their Advisors will review the preliminary applications and decide which applicants will be invited to submit final applications. Each applicant will typically be informed of the Trustees’ decision by mid-March for the spring round and early-October for the fall round. A portion of the preliminary round applicants will be invited to the final round.

Final application deadline (by invitation only): Early April; Late October (specific dates provided in the invite)

Those applicants who are invited to submit a final application must complete an online application and deliver paper copies of their application materials to Choate, Hall & Stewart LLP. The online and hard copy submissions must be received by 5:00 p.m. on the corresponding date provided above (subject to change as provided in the final round invite).

STAGE ONE: Preliminary Application

Click here to request access to the application.

Enter the following information on the online form:

The applicant will receive an automated email confirming the preliminary application was submitted successfully online. If you do not receive a confirmation email, please contact williamwhartontrust@choate.com to confirm we have received your application.

STAGE TWO: Final Application (by invitation only)

Please read the instructions in our email invitation carefully before submitting a final application. Enter the following information on the online form:

In addition to the online Final Application form, please mail one single-sided paper copy of the Final Application, along with all required attachments. Please do not include staples, bindings, brochures, or items that differ from those listed above.

Completed materials should be mailed to the address listed below.

William P. Wharton Trust
c/o Choate Hall & Stewart LLP
Two International Place
Boston, MA 02110