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

1

+0.0% YoY

Avg Grant Size

$2.7M

+3.3% YoY

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

1states

States

Cities

Los Angeles

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M20212022202320242025
Metric202520242023
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

$0$742K$1M$2M$3M1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

UNIVERSITY OF CALIFORNIA$2.7M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

NORTHERN TRUST COMPANYTRUSTEE$485K

From 2025 filing

NameTitleHoursCompensation
NORTHERN TRUST COMPANYTRUSTEE40$485,356

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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