Edmund J Russell Medical Educational Trust
Edmund J Russell Medical Educational Trust is a private foundation, based in Monterey, IN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $79K in total assets. In 2025, it awarded 2 grants totaling $4K. Net investment income was $3K.
Edmund J Russell Medical Educational Trust at a glance
In short: Edmund J Russell Medical Educational Trust gave $4K across 2 grants in 2025 (avg $2K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,919
- -2.9% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $1,960
- -51.5% vs 2024
- Median grant
- $1,960
- Total assets
- $78,558
- -1.6% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Edmund J Russell Medical Educational Trust funds
How this funder distributes its grants
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Edmund J Russell Medical Educational Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $4K (2025) to $5K (2021). In 2025 it made 2 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $3,919 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $78,558 | $3,088 | $4,398 | $3,919 | 2 | $3,919 | $3,088 | $3,858 |
| 2024 | $79,868 | $3,206 | $4,436 | $4,037 | 1 | $4,037 | $3,206 | $3,919 |
| 2023 | $81,098 | $1,915 | $4,760 | $4,441 | 2 | $4,441 | $1,915 | $4,037 |
| 2022 | $83,943 | $601 | $4,753 | $4,439 | 1 | $4,439 | $601 | $4,441 |
| 2021 | $88,095 | $702 | $5,180 | $4,622 | 2 | — | $702 | $4,439 |
Under IRS private-foundation payout rules, Edmund J Russell Medical Educational Trust reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Edmund J Russell Medical Educational Trust is led by FNB Monterey, Trustee on every filing since 2021 — the only officer listed, and compensated.
Officers on the 2025 filing
FNB Monterey
Trustee
On filings since 2021
3 hrs/week
$71 (2021) → $164 (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $164, to FNB Monterey (Trustee).
Frequently asked questions about Edmund J Russell Medical Educational Trust
How much does Edmund J Russell Medical Educational Trust give each year?
Edmund J Russell Medical Educational Trust gave $4K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 1 grant.
How large is Edmund J Russell Medical Educational Trust?
Edmund J Russell Medical Educational Trust reported $79K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
Where does Edmund J Russell Medical Educational Trust operate?
Edmund J Russell Medical Educational Trust has awarded grants in Indiana.
What is Edmund J Russell Medical Educational Trust's EIN?
Edmund J Russell Medical Educational Trust's EIN (Employer Identification Number) is 35-6676512. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 18, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 12, 2026)
- IRS filings on file for fiscal years 2021–2025
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