Emily G Plumb Charitable Trust

CHICAGO, IL EIN: 65-6393997

Emily G Plumb Charitable Trust is a private foundation focused on Medical Research, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $38.1M in total assets. In 2025, it awarded 1 grants totaling $2.7M. Net investment income was $2.9M.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$38.1M

-0.4% YoY

Annual Giving

$2.7M

+3.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2.7M

+3.3% YoY

Under IRS private-foundation payout rules, Emily G Plumb Charitable Trust reported a distributable amount of $2.6M for 2025 — the minimum it must pay out in qualifying distributions.

About Emily G Plumb Charitable Trust

Based on IRS filings

Focus Areas

Medical Research

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $13.0M (100%)

States

California

Cities

Los Angeles

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$38,133,626	$38,273,468	$39,731,551
Revenue	$3,148,876	$1,783,468	$2,570,021
Expenses	$3,257,378	$3,206,604	$3,051,360
Qualifying Distributions	$2,941,022	$2,877,810	$2,762,102
Net Investment Income	$2,852,775	$1,492,631	$2,327,304
Distributable Amount	$2,623,888	$2,456,121	$2,306,194

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include University of California ($2,693,986).

Recipient	Purpose	Amount
UNIVERSITY OF CALIFORNIA LOS ANGELES, CA	GENERAL	$2,693,986

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
NORTHERN TRUST COMPANY	TRUSTEE	40	$485,356

Subject Areas

Focus areas based on grantmaking activity

Medical Research

Frequently Asked Questions

What is Emily G Plumb Charitable Trust?

Emily G Plumb Charitable Trust is a private foundation focused on Medical Research, based in CHICAGO, IL. It holds $38.1M in total assets as of 2025.

How large is Emily G Plumb Charitable Trust?

As of 2025, Emily G Plumb Charitable Trust holds $38.1M in total assets with $3.1M in annual revenue. It awarded 1 grants totaling $2.7M in 2025.

Where does Emily G Plumb Charitable Trust operate?

Emily G Plumb Charitable Trust has awarded grants in California.

What size grants does Emily G Plumb Charitable Trust award?

In 2025, Emily G Plumb Charitable Trust awarded 1 grants totaling $2.7M — an average of about $2.7M per grant, based on its IRS Form 990 filings.

How much is Emily G Plumb Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Emily G Plumb Charitable Trust reported a distributable amount of $2.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Emily G Plumb Charitable Trust's EIN?

Emily G Plumb Charitable Trust's EIN (Employer Identification Number) is 65-6393997. IRS Form 990 filing data is available on this page for 2021–2025.