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Equity Trust Inc

Public charity · Grantmaker Amherst, MA EIN: 06-1337421 Website

To promote and provide access to land, housing, capital, and economic opportunities for disadvantaged and low-income people; to promote the conservation of land and natural resources; and related charitable and educational purposes.

Key facts about Equity Trust Inc

In short: Equity Trust Inc gave $41K across 2 grants in 2025 (avg $20K), mostly in California. Source: 2025 IRS Form 990.

EIN
06-1337421
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$40,800
Grants made (2025)
2
Average grant
$20,400
Median grant
$20,400
Total assets
$7,829,568
Primary geography
California (75% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$7.8M

+16.3% YoY

Annual Giving

$41K

Grant Count

2

Avg Grant Size

$20K

About Equity Trust Inc

Based on IRS filings

Equity Trust Inc is a public charity focused on Arts, Culture & Humanities, based in Amherst, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $7.8M in total assets. In 2025, it awarded 2 grants totaling $41K. Net investment income was $41K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 2 itemized 2025 grant dollars.

Cities

ClarkstonOakland

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K0 grants20190 grants20200 grants20210 grants20220 grants20230 grants20242 grants2025

In 2025 it made 2 grants totaling $41K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Persimmon Collective Fund of the Center for Third World Organizing: $31KPersimmon Collective Fund ofthe Center for Third World…$31KBIPOC Intentional Community Council: $10KBIPOC Intentional CommunityCouncil$10K

The largest 2025 recipient was Persimmon Collective Fund of the Center for Third World Organizing ($31K). Together the top 2 received $41K.

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Persimmon Collective Fund of the Center for Third World Organizing Oakland, CAProgram$30,800
BIPOC Intentional Community Council Clarkston, GAProgram$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M2019202020212022202320242025
Metric202520242023
Total Assets$7,829,568$6,734,675$6,582,486
Revenue$708,530$450,097$595,867
Expenses$519,083$351,829$382,373
Net Investment Income$40,520$40,034$19,975

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS May 18, 2020)
  2. Added Form 990 for fiscal year 2025 (received by the IRS August 18, 2026)

Leadership & Key People

Officers and directors from IRS filings

Equity Trust Inc is led by James Oldham, Executive Director on every filing since 2019; 1 of 8 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • James Oldham

    Executive Director

    On filings since 2019

    40 hrs/week

    $52K (2019) → $68K (2025)

  • Scott Reed

    President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Rebecca Fletcher

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Jody Bolluyt

    Vice President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Madeline Miller

    Clerk *past*

    Clerk → Clerk *past*, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • Michael Wallace

    Director *past*

    Director → Director *past*, 2025

    On filings since 2020

    1 hr/week

    No compensation reported

  • Daniel Rosenberg

    Treasurer

    On filings since 2022

    1 hr/week

    No compensation reported

  • Russell Fox

    Clerk

    New on the 2025 filing

    1 hr/week

    No compensation reported

Former officers (4)
  • Former: Russ Fox (2019–2024) — Director
  • Former: Dan Rosenberg (2019–2021) — Treasurer
  • Former: David Abromowitz (2019) — Director "past"
  • Former: Monica McGloin (2019) — Director "past"

Data from IRS Form 990 filings, 2019–2025. "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

James Oldham — Executive Director: $68KJames OldhamExecutive Director$68K

The highest reported compensation on the 2025 filing was $68K, to James Oldham (Executive Director).

Frequently asked questions about Equity Trust Inc

How much does Equity Trust Inc give each year?

Equity Trust Inc gave $41K across 2 grants in 2025, according to its 2025 IRS Form 990.

How large is Equity Trust Inc?

Equity Trust Inc reported $7.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $709K.

What is Equity Trust Inc?

Equity Trust Inc is a public charity focused on Arts, Culture & Humanities, based in Amherst, MA. It holds $7.8M in total assets as of 2025.

Where does Equity Trust Inc operate?

Equity Trust Inc has awarded grants in California, Georgia.

What is Equity Trust Inc's EIN?

Equity Trust Inc's EIN (Employer Identification Number) is 06-1337421. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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