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
1
+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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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