Proposals are considered semi-annually in the spring and fall. If the 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 mid-October for the fall round.

Final application deadline (by invitation only): April 5; October 31

Those invited by email to submit a final application must complete an online form and deliver paper copies of the application materials. The online and hard copy submissions must be received by 5:00 p.m. on the corresponding date provided above.

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.

STAGE TWO: Final Application (by invitation only)

Please read the instructions on our email invitation carefully to submit a final application. Enter the following information on the online form:

In addition to the online Final Application form, please provide 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