Emerel G Waters Charitable Trust

NEW CASTLE, IN EIN: 35-6561263

Emerel G Waters Charitable Trust is a private foundation, based in NEW CASTLE, IN. IRS filing data is available from 2020 through 2022. As of 2022, the organization holds $73K in total assets. In 2022, it awarded 4 grants totaling $106K. Net investment income was $1K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

$73K

-60.3% YoY

Annual Giving

$106K

+249.4% YoY

Grant Count

-66.7% YoY

Avg Grant Size

$26K

+948.3% YoY

Under IRS private-foundation payout rules, Emerel G Waters Charitable Trust reported a distributable amount of $5K for 2022 — the minimum it must pay out in qualifying distributions.

About Emerel G Waters Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $142K (100%)

States

Indiana

Cities

Mt SummitNew CastleRichmondYorktown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022	2021	2020
Total Assets	$72,580	$182,907	$214,452
Revenue	$-3,060	$2,139	$4,063
Expenses	$107,267	$33,684	$10,987
Qualifying Distributions	$106,414	—	—
Net Investment Income	$1,033	$366	$2,938
Distributable Amount	$5,242	$5,498	$10,672

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 2022

Grant Size Distribution

21 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Wilbur Wright Elementary School ($90,966), New Castle Community School Corp ($14,395), Archies Promise ($100).

Recipient	Purpose	Amount
ARCHIES PROMISE NEW CASTLE, IN	CHARITABLE	$100
WILBUR WRIGHT ELEMENTARY SCHOOL NEW CASTLE, IN	CHARITABLE	$90,966
NEW CASTLE COMMUNITY SCHOOL CORP NEW CASTLE, IN	CHARITABLE	$14,395
RICHMOND SYMPHONY ORCHESTRA RICHMOND, IN	CHARITABLE	$100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

Name	Title	Hours	Compensation
GREGORY CRIDER ATTORNEY	TRUSTEE	1	$562

Frequently Asked Questions

How large is Emerel G Waters Charitable Trust?

As of 2022, Emerel G Waters Charitable Trust holds $73K in total assets with $-3,060 in annual revenue. It awarded 4 grants totaling $106K in 2022.

Where does Emerel G Waters Charitable Trust operate?

Emerel G Waters Charitable Trust has awarded grants in Indiana.

What size grants does Emerel G Waters Charitable Trust award?

In 2022, Emerel G Waters Charitable Trust awarded 4 grants totaling $106K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Emerel G Waters Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Emerel G Waters Charitable Trust reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Emerel G Waters Charitable Trust's EIN?

Emerel G Waters Charitable Trust's EIN (Employer Identification Number) is 35-6561263. IRS Form 990 filing data is available on this page for 2020–2022.