Clarice E Emerson Charitable Trust
Clarice E Emerson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Boston, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 4 grants totaling $59K. Net investment income was $71K.
Key facts about Clarice E Emerson Charitable Trust
- EIN
- 04-6840573
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $59,000
- Grants made (2024)
- 4
- Average grant
- $14,750
- Median grant
- $14,750
- Total assets
- $1,036,076
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Clarice E Emerson Charitable Trust funds
By grant dollars, the top recipient states for Clarice E Emerson Charitable Trust's 4 itemized 2024 grants were Massachusetts (100%). The most frequent recipient cities were Rowley, MA (2 grants). 75% of grants with a stated purpose were for general or operating support.
How Clarice E Emerson Charitable Trust gives
- Giving grew 31% from 2021 to 2024. Method
- In 2024 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Clarice E Emerson Charitable Trust
- How to evaluate Clarice E Emerson Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+0.4% YoY
Annual Giving
$59K
+0.0% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$15K
+0.0% YoY
Under IRS private-foundation payout rules, Clarice E Emerson Charitable Trust reported a distributable amount of $67K for 2024 — the minimum it must pay out in qualifying distributions.
About Clarice E Emerson Charitable Trust
Based on IRS filings
Clarice E Emerson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Boston, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 4 grants totaling $59K. Net investment income was $71K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,036,076 | $1,031,620 | $998,118 |
| Revenue | $80,580 | $113,274 | $109,139 |
| Expenses | $78,872 | $77,623 | $78,020 |
| Qualifying Distributions | $68,171 | $67,596 | $67,761 |
| Net Investment Income | $71,412 | $104,652 | $99,167 |
| Distributable Amount | $67,084 | $58,495 | $59,523 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Emerson Scholarship ($14,750), St Mary's Catholic Church ($14,750), Rowley Public Library ($14,750).
| Recipient | Purpose | Amount |
|---|---|---|
| Emerson Scholarship Malden, MA | SCHOLARSHIP | $14,750 |
| ST MARY'S CATHOLIC CHURCH Georgetown, MA | GENERAL PURPOSE | $14,750 |
| Rowley Public Library Rowley, MA | GENERAL PURPOSE | $14,750 |
| Rowley Council on Aging co Treasurer Rowley, MA | GENERAL PURPOSE | $14,750 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Eastern Bank | Trustee | 4 | $3,307 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Clarice E Emerson Charitable Trust?
Clarice E Emerson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Boston, MA. It holds $1.0M in total assets as of 2024.
How large is Clarice E Emerson Charitable Trust?
As of 2024, Clarice E Emerson Charitable Trust holds $1.0M in total assets with $81K in annual revenue. It awarded 4 grants totaling $59K in 2024.
Where does Clarice E Emerson Charitable Trust operate?
Clarice E Emerson Charitable Trust has awarded grants in Massachusetts.
What size grants does Clarice E Emerson Charitable Trust award?
In 2024, Clarice E Emerson Charitable Trust awarded 4 grants totaling $59K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Clarice E Emerson Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Clarice E Emerson Charitable Trust reported a distributable amount of $67K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Clarice E Emerson Charitable Trust's EIN?
Clarice E Emerson Charitable Trust's EIN (Employer Identification Number) is 04-6840573. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.